← 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	Wealthfront Advisers Palo Alto, California	$7.28M	+$608K	4	0.03%	Increased
477	CWA Asset Management Group Naples, Florida	$7.26M	-$17.1K	2	0.54%	Reduced
478	Achmea Investment Management Zeist, Netherlands	$7.24M	-$16.3M	2	0.34%	Reduced
479	Madison Asset Management Madison, Wisconsin	$7.21M	-$462K	1	0.09%	Reduced
480	KLC Kent Lake Capital Reno, Nevada	$7.17M	-$2.9M	2	3.71%	Reduced
481	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$7.16M	-$9.08K	1	0.69%	Reduced
482	JPC Jabodon PT Co Reno, Nevada	$7.15M	+$3.19M	1	3.27%	Increased
483	MHP Manatuck Hill Partners Westport, Connecticut	$7.09M	-$709K	2	2.69%	Reduced
484	DF Dent & Co Baltimore, Maryland	$7.09M	+$7.07M	1	0.07%	New
485	FNT First Nebraska Trust Lincoln, Nebraska	$7.09M	+$320K	2	0.85%	Increased
486	Perigon Wealth Management San Francisco, California	$7.08M	-$76.3K	1	0.51%	Reduced
487	BAM Blueshift Asset Management Red Bank, New Jersey	$7.04M	+$972K	5	0.62%	Increased
488	TAIM Te Ahumairangi Investment Management Wellington, New Zealand	$7.01M	+$835K	1	0.91%	Increased
489	KCM Khrom Capital Management Miami Beach, Florida	$6.96M	-$8.91M	2	7.03%	Reduced
490	Carson Wealth (CWM LLC) Omaha, Nebraska	$6.93M	+$6.66M	12	0.05%	New
491	BCM Birch Capital Management Dallas, Texas	$6.9M	$0	1	4.14%	Maintained
492	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$6.81M	+$2.57M	2	1.21%	Increased
493	Axiom Investors Greenwich, Connecticut	$6.77M	+$3.64M	3	0.12%	Increased
494	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$6.67M	+$2.36M	1	0.38%	Increased
495	CT Coastline Trust Providence, Rhode Island	$6.66M	-$30.5K	2	0.76%	Reduced
496	E. Ohman J:or Asset Management Stockholm, Sweden	$6.64M	+$747K	4	0.19%	Increased
497	PCM Portolan Capital Management Boston, Massachusetts	$6.6M	-$4.35M	1	0.44%	Reduced
498	SG Stonnington Group Pasadena, California	$6.59M	-$86.3K	2	1.42%	Reduced
499	Davenport & Co Richmond, Virginia	$6.56M	+$2.23M	3	0.04%	Increased
500	CB Cadence Bank Tupelo, Mississippi	$6.55M	+$1.55M	1	0.82%	Increased