← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
476	NA Navellier & Associates Reno, Nevada	$3.91M	+$3.22M	2	0.92%	Increased
477	BCM Birch Capital Management Dallas, Texas	$3.9M	$0	1	4.49%	Maintained
478	CIBC World Markets New York	$3.85M	-$21.8M	4	0.05%	Reduced
479	DWA Dorsey Wright & Associates Pasadena, California	$3.84M	+$4.08M	4	1.46%	New
480	Perigon Wealth Management San Francisco, California	$3.82M	+$231K	1	0.71%	Increased
481	FIM Freedom Investment Management Hartford, Connecticut	$3.79M	+$283K	8	0.33%	Increased
482	ACM AlphaCrest Capital Management New York	$3.73M	+$716K	4	0.45%	Increased
483	CIM Contrarius Investment Management St. Helier, Jersey	$3.73M	+$2.15M	1	0.48%	Increased
484	ACM Aubrey Capital Management Edinburgh, United Kingdom	$3.73M	-$47.2K	2	2.31%	Reduced
485	KPCM Kings Point Capital Management Great Neck, New York	$3.71M	+$594K	3	0.65%	Increased
486	Sowell Financial Services North Little Rock, Arkansas	$3.6M	-$202K	9	0.27%	Reduced
487	Caption Management Oklahoma City, Oklahoma	$3.6M	+$1.55M	2	0.2%	Increased
488	EWM Elite Wealth Management Kirkland, Washington	$3.59M	$0	2	2.8%	Maintained
489	AQR Arbitrage Greenwich, Connecticut	$3.58M	-$213K	1	0.12%	Reduced
490	MAI Capital Management Independence, Ohio	$3.56M	+$57.8K	4	0.15%	Increased
491	FG Formula Growth Montreal, Quebec, Canada	$3.55M	+$6.53M	1	0.68%	New
492	CIBC World Market Toronto, Ontario, Canada	$3.54M	-$570K	4	0.02%	Reduced
493	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.52M	-$732K	6	0.21%	Reduced
494	BG Bollard Group Boston, Massachusetts	$3.5M	+$17K	2	0.16%	Increased
495	GC Globeflex Capital San Diego, California	$3.47M	+$661K	5	1.07%	Increased
496	Kentucky Retirement Systems Frankfort, Kentucky	$3.46M	+$954K	4	0.24%	Increased
497	CC Cannell & Co New York	$3.45M	$0	1	0.17%	Maintained
498	Barings Charlotte, North Carolina	$3.41M	-$2.18M	4	0.11%	Reduced
499	CIA Capital Impact Advisors Boston, Massachusetts	$3.4M	+$3.53M	2	1.43%	New
500	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$3.4M	-$212K	1	1.83%	Reduced