← 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
501	Hennessy Advisors Inc Novato, California	$2.6M	+$237K	1	0.1%	Increased
502	Commerce Bank Kansas City, Missouri	$2.58M	+$651K	2	0.04%	Increased
503	CCM Carderock Capital Management Chevy Chase, Maryland	$2.58M	+$94.7K	1	1.31%	Increased
504	Tokio Marine Asset Management Tokyo, Japan	$2.58M	-$172K	3	0.17%	Reduced
505	Aberdeen Asset Management Aberdeen, United Kingdom	$2.57M	+$15.4K	2	0.01%	Increased
506	Raymond James Financial Services Advisors St. Petersburg, Florida	$2.55M	+$184K	2	0.15%	Increased
507	GSA Capital Partners London, United Kingdom	$2.55M	-$3.61M	5	0.18%	Reduced
508	WCM Wallace Capital Management Dallas, Texas	$2.52M	-$144K	1	0.55%	Reduced
509	Beese Fulmer Investment Management Canton, Ohio	$2.52M	-$66.5K	1	0.88%	Reduced
510	Barings Charlotte, North Carolina	$2.52M	-$318K	6	0.08%	Reduced
511	Leuthold Group Minneapolis, Minnesota	$2.52M	+$1.41M	2	0.22%	Increased
512	TWI Thomas White International Chicago, Illinois	$2.51M	-$3.8M	2	0.36%	Reduced
513	Daiwa Securities Group Tokyo, Japan	$2.5M	+$1.68M	4	0.02%	Increased
514	Wellington Shields Capital Management New York	$2.5M	+$1.21M	2	0.43%	Increased
515	CIBC World Market Toronto, Ontario, Canada	$2.48M	-$1.83M	2	0.01%	Reduced
516	BAC Boys Arnold & Co Asheville, North Carolina	$2.48M	+$55.5K	1	0.45%	Increased
517	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$2.48M	+$22.8K	1	1.7%	Increased
518	Compass Capital Management Minneapolis, Minnesota	$2.47M	-$344K	1	0.49%	Reduced
519	Wilmington Savings Fund Society Wilmington, Delaware	$2.46M	-$4.76K	1	0.14%	Reduced
520	RHFI Reilly Herbert Faulkner III	$2.46M	+$30.4K	1	2.45%	Increased
521	BSPF British Steel Pension Fund London, United Kingdom	$2.44M	-$3.12M	1	0.24%	Reduced
522	Creative Planning Overland Park, Kansas	$2.44M	+$420K	6	0.04%	Increased
523	Roundview Capital Princeton, New Jersey	$2.43M	-$808K	1	1.18%	Reduced
524	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2.43M	+$2.35M	1	2.15%	New
525	Dana Investment Advisors Waukesha, Wisconsin	$2.42M	-$535K	1	0.15%	Reduced