← 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	BG Bollard Group Boston, Massachusetts	$3.71M	+$66.9K	2	0.24%	Increased
502	PP Prospector Partners Guilford, Connecticut	$3.71M	-$1.95M	1	0.55%	Reduced
503	FA FDx Advisors Chicago, Illinois	$3.68M	+$1.48M	4	0.11%	Increased
504	PAA Peregrine Asset Advisers Portland, Oregon	$3.67M	+$3.2M	1	2.18%	Increased
505	SC Skylands Capital Milwaukee, Wisconsin	$3.64M	+$1.76M	1	0.55%	Increased
506	CA Continental Advisors Park City, Utah	$3.62M	-$473K	1	0.98%	Reduced
507	Everett Harris & Co Los Angeles, California	$3.61M	-$435K	1	0.13%	Reduced
508	Profund Advisors Bethesda, Maryland	$3.61M	+$861K	5	0.17%	Increased
509	FAB First American Bank Dundee, Illinois	$3.58M	+$1.39M	2	0.3%	Increased
510	Första AP-fonden Stockholm, Sweden	$3.52M	-$949K	1	0.11%	Reduced
511	BB&T Securities Richmond, Virginia	$3.5M	-$401K	4	0.05%	Reduced
512	Hennessy Advisors Inc Novato, California	$3.44M	-$30.3M	1	0.1%	Reduced
513	Veritable Wilmington, Delaware	$3.34M	+$140K	3	0.08%	Increased
514	BOK Financial Tulsa, Oklahoma	$3.32M	-$230K	4	0.11%	Reduced
515	CAM ClariVest Asset Management San Diego, California	$3.32M	+$34.7K	3	0.09%	Increased
516	MCM McKinley Capital Management Anchorage, Alaska	$3.3M	-$2.56M	1	0.13%	Reduced
517	WCM Wallace Capital Management Dallas, Texas	$3.29M	+$111	1	0.6%	Increased
518	BL BCWM LLC Overland Park, Kansas	$3.29M	-$734K	1	1.53%	Reduced
519	Robeco Schweiz Zurich, Switzerland	$3.19M	-$1.57M	1	0.29%	Reduced
520	Cubist Systematic Strategies Stamford, Connecticut	$3.15M	-$1.55M	6	0.25%	Reduced
521	TIM Thompson Investment Management Madison, Wisconsin	$3.15M	-$242K	1	0.62%	Reduced
522	GIA GHP Investment Advisors Denver, Colorado	$3.13M	-$32.5K	2	0.58%	Reduced
523	Shelton Capital Management Denver, Colorado	$3.12M	+$437K	4	0.24%	Increased
524	Ladenburg Thalmann Financial Services Miami, Florida	$3.08M	-$2.2M	11	0.04%	Reduced
525	Advent Capital Management New York	$3.07M	+$3.48M	1	0.06%	New