← 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	ECM Endurant Capital Management San Mateo, California	$2.4M	+$2.39M	1	0.94%	New
502	FBP Flippin Bruce & Porter Lynchburg, Virginia	$2.4M	-$1.78M	1	0.77%	Reduced
503	Pitcairn Conshohocken, Pennsylvania	$2.37M	-$1.9M	3	0.26%	Reduced
504	Griffin Asset Management New York	$2.36M	+$537K	1	0.63%	Increased
505	Leavell Investment Management Mobile, Alabama	$2.35M	-$109K	3	0.36%	Reduced
506	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$2.32M	$0	1	1.77%	Maintained
507	Prelude Capital Management New York	$2.32M	-$1.33M	4	0.34%	Reduced
508	SFM Systematic Financial Management Teaneck, New Jersey	$2.32M	-$80.7K	1	0.02%	Reduced
509	North Star Investment Management Chicago, Illinois	$2.31M	$0	3	0.44%	Maintained
510	Eagle Global Advisors Houston, Texas	$2.27M	-$577	1	0.06%	Reduced
511	BLB&B Advisors Montgomeryville, Pennsylvania	$2.27M	-$28.1K	1	0.48%	Reduced
512	Chickasaw Capital Management Memphis, Tennessee	$2.26M	-$28.7K	1	0.08%	Reduced
513	BG Bollard Group Boston, Massachusetts	$2.26M	+$165K	1	0.2%	Increased
514	GHP Investment Advisors Denver, Colorado	$2.26M	+$51.7K	2	0.62%	Increased
515	PEAK6 Group Chicago, Illinois	$2.26M	-$1.53M	4	0.02%	Reduced
516	PC Permit Capital West Conshohocken, Pennsylvania	$2.24M	$0	2	1.37%	Maintained
517	TBAM True Bearing Asset Management San Francisco, California	$2.22M	$0	1	1.1%	Maintained
518	Foresters Investment Management New York	$2.19M	-$12.8M	1	0.04%	Reduced
519	Old National Bancorp Evansville, Indiana	$2.17M	-$51.8K	2	0.14%	Reduced
520	Lowe Brockenbrough & Co Richmond, Virginia	$2.17M	+$49.5K	2	0.34%	Increased
521	PDT Partners New York	$2.14M	-$10.2M	2	0.2%	Reduced
522	Barings Charlotte, North Carolina	$2.13M	+$134K	5	0.05%	Increased
523	Stanley-Laman Group Berwyn, Pennsylvania	$2.13M	+$92.8K	3	0.4%	Increased
524	Kentucky Retirement Systems Frankfort, Kentucky	$2.11M	-$89.5K	2	0.16%	Reduced
525	CCM Cadence Capital Management Boston, Massachusetts	$2.11M	-$7.06M	1	0.12%	Reduced