← 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	Norinchukin Bank Tokyo, Japan	$5.62M	-$181K	4	0.08%	Reduced
477	Advisors Capital Management Ridgewood, New Jersey	$5.61M	+$820K	1	0.21%	Increased
478	FL Fort LP Chevy Chase, Maryland	$5.6M	+$2.76M	6	1.67%	Increased
479	Empowered Funds Havertown, Pennsylvania	$5.59M	+$1.03M	2	1.07%	Increased
480	CIM Contrarius Investment Management St. Helier, Jersey	$5.54M	-$226K	1	0.34%	Reduced
481	Pacer Advisors Malvern, Pennsylvania	$5.53M	-$7.01M	7	0.1%	Reduced
482	KeyBank National Association Cleveland, Ohio	$5.51M	-$1.12M	4	0.03%	Reduced
483	CCP Cunning Capital Partners Morrisville, North Carolina	$5.51M	$0	1	2.94%	Maintained
484	Davenport & Co Richmond, Virginia	$5.46M	+$16.5K	3	0.05%	Increased
485	Perigon Wealth Management San Francisco, California	$5.37M	+$114K	4	0.62%	Increased
486	MML Investors Services Springfield, Massachusetts	$5.33M	-$580K	4	0.06%	Reduced
487	EF Exeter Financial Scottsdale, Arizona	$5.31M	-$48.5K	2	3.68%	Reduced
488	CC Cannell & Co New York	$5.26M	-$13.2K	1	0.17%	Reduced
489	PP PDT Partners New York	$5.24M	-$8.99M	2	0.35%	Reduced
490	Tower Research Capital (TRC) New York	$5.23M	-$10.7M	15	0.16%	Reduced
491	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$5.22M	-$77.3K	2	0.65%	Reduced
492	KTA Keeley-Teton Advisors Chicago, Illinois	$5.16M	-$588K	2	0.69%	Reduced
493	Vident Investment Advisory Alpharetta, Georgia	$5.14M	-$441K	4	0.21%	Reduced
494	Mount Yale Investment Advisors Denver, Colorado	$5.14M	+$32.6K	2	0.72%	Increased
495	Oppenheimer & Co New York	$5.13M	-$467K	4	0.11%	Reduced
496	ACM AlphaCrest Capital Management New York	$5.11M	-$459K	7	0.42%	Reduced
497	RC Rovin Capital Mesa, Arizona	$5.08M	-$1.05M	1	4%	Reduced
498	NC Nixon Capital Austin, Texas	$5.07M	+$4.69M	1	3.41%	New
499	Madison Asset Management Madison, Wisconsin	$5.07M	+$4.82M	1	0.07%	New
500	Kennedy Capital Management St Louis, Missouri	$5.05M	-$1.34M	2	0.11%	Reduced