← 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	TCCM Timber Creek Capital Management Boston, Massachusetts	$7.05M	+$1.34M	4	2.29%	Increased
477	CWA Asset Management Group Naples, Florida	$7.03M	+$268K	2	0.57%	Increased
478	CAM Cozad Asset Management Champaign, Illinois	$7.03M	-$1.51M	2	1.1%	Reduced
479	PFC Phocas Financial Corp Alameda, California	$7M	+$1.04M	2	0.88%	Increased
480	Advisors Capital Management Ridgewood, New Jersey	$6.89M	+$741K	1	0.22%	Increased
481	QIM Quantitative Investment Management Charlottesville, Virginia	$6.84M	+$2.34M	6	0.62%	Increased
482	CIBC World Market Toronto, Ontario, Canada	$6.78M	+$2.71M	3	0.02%	Increased
483	Creative Planning Overland Park, Kansas	$6.76M	-$1.77M	6	0.01%	Reduced
484	Perigon Wealth Management San Francisco, California	$6.7M	+$6.73K	1	0.6%	Increased
485	CT Coastline Trust Providence, Rhode Island	$6.56M	-$249K	2	0.81%	Reduced
486	BCM Birch Capital Management Dallas, Texas	$6.53M	$0	1	4.43%	Maintained
487	SAM Securian Asset Management St Paul, Minnesota	$6.52M	-$92.5K	6	0.13%	Reduced
488	Ossiam Paris, France	$6.49M	+$3.22M	3	0.18%	Increased
489	RCC Red Cedar Capital Omaha, Nebraska	$6.46M	-$246K	2	4.06%	Reduced
490	MNBTD Moody National Bank Trust Division Galveston, Texas	$6.46M	-$4.35M	2	0.13%	Reduced
491	LCM LVM Capital Management Portage, Michigan	$6.41M	-$516K	1	0.98%	Reduced
492	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$6.4M	-$1.28M	5	0.11%	Reduced
493	Wealthfront Advisers Palo Alto, California	$6.38M	+$4.38K	4	0.03%	Increased
494	FL Fort LP Chevy Chase, Maryland	$6.21M	-$892K	5	1.8%	Reduced
495	Boothbay Fund Management New York	$6.18M	-$3.01M	6	0.2%	Reduced
496	SCM Stonepine Capital Management Bend, Oregon	$6.17M	-$4.71M	1	3.23%	Reduced
497	ACM Archon Capital Management Seattle, Washington	$6.13M	+$5.19M	1	0.69%	New
498	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$6.12M	-$1.51M	2	0.03%	Reduced
499	Norinchukin Bank Tokyo, Japan	$6.09M	-$71.9K	4	0.09%	Reduced
500	CAPTRUST Financial Advisors Raleigh, North Carolina	$6.04M	-$1.47M	15	0.06%	Reduced