← 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	$4.51M	+$19K	2	0.15%	Increased
502	Luther King Capital Management (LKCM) Fort Worth, Texas	$4.51M	-$5.65K	2	0.03%	Reduced
503	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$4.49M	+$3.91M	2	0.14%	New
504	Private Advisor Group Morristown, New Jersey	$4.45M	+$135K	3	0.07%	Increased
505	WAM World Asset Management Detroit, Michigan	$4.4M	-$44.7K	5	0.2%	Reduced
506	PCM Prelude Capital Management New York	$4.31M	+$2.62M	4	0.16%	Increased
507	TCM Tekla Capital Management Boston, Massachusetts	$4.3M	-$1.35M	1	0.16%	Reduced
508	WC Winmill & Co Walpole, New Hampshire	$4.29M	+$3.79M	1	1.47%	New
509	Hotchkis & Wiley Capital Management Los Angeles, California	$4.28M	+$2.08M	1	0.01%	Increased
510	ACM AlphaCrest Capital Management New York	$4.26M	-$888K	4	0.35%	Reduced
511	LBD Landsberg Bennett & Dubbaneh Punta Gorda, Florida	$4.24M	-$447K	3	1%	Reduced
512	Advisors Asset Management Monument, Colorado	$4.2M	-$1.76M	6	0.07%	Reduced
513	SCM Shaolin Capital Management Miami, Florida	$4.11M	-$2.27M	1	0.66%	Reduced
514	MAI Capital Management Independence, Ohio	$4.11M	+$223K	4	0.13%	Increased
515	BCM Birch Capital Management Dallas, Texas	$4.11M	+$3.82M	1	4.02%	New
516	LMR Partners London, United Kingdom	$4.09M	-$5.32M	4	0.01%	Reduced
517	Prudential plc London, England, United Kingdom	$4.06M	-$1.15M	1	0.02%	Reduced
518	ECM Engine Capital Management New York	$4.04M	+$3.57M	1	1.58%	New
519	PC Pier Capital Stamford, Connecticut	$3.99M	-$260K	1	0.65%	Reduced
520	Sowell Financial Services North Little Rock, Arkansas	$3.99M	+$425K	7	0.3%	Increased
521	ACM Aubrey Capital Management Edinburgh, United Kingdom	$3.97M	+$3.67M	2	2.25%	New
522	TCM Telos Capital Management San Diego, California	$3.96M	-$55.2K	1	0.9%	Reduced
523	AIM Aigen Investment Management New York	$3.94M	+$3.42M	5	0.65%	New
524	NIP Nicholas Investment Partners Rancho Santa Fe, California	$3.87M	-$9.44M	1	0.4%	Reduced
525	Verition Fund Management Greenwich, Connecticut	$3.85M	+$737K	4	0.07%	Increased