← 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	CCM Chickasaw Capital Management Memphis, Tennessee	$5.75M	-$24.6K	1	0.28%	Reduced
502	CCM CAAS Capital Management New York	$5.74M	+$6.05M	2	0.12%	Increased
503	Mount Yale Investment Advisors Denver, Colorado	$5.73M	+$313K	2	0.66%	Increased
504	KIC Keating Investment Counselors Delray Beach, Florida	$5.72M	-$22.3K	1	2.68%	Reduced
505	Twin Tree Management Dallas, Texas	$5.71M	+$3.64M	2	0.01%	Increased
506	Carmignac Gestion Paris, France	$5.69M	+$383K	1	0.07%	Increased
507	Becker Capital Management Portland, Oregon	$5.67M	+$6.25M	1	0.24%	New
508	BAM Blueshift Asset Management Red Bank, New Jersey	$5.64M	-$5.42M	5	0.32%	Reduced
509	Picton Mahoney Asset Management Toronto, Ontario, Canada	$5.62M	-$1.09M	2	0.21%	Reduced
510	Madison Asset Management Madison, Wisconsin	$5.55M	-$1.17M	1	0.08%	Reduced
511	Quantbot Technologies New York	$5.51M	+$1.71M	9	0.4%	Increased
512	PCA Prospect Capital Advisors Sausalito, California	$5.49M	+$5.69M	1	1.81%	New
513	Intact Investment Management Montreal, Quebec, Canada	$5.46M	+$2.63M	2	0.15%	Increased
514	First National Bank of Omaha Omaha, Nebraska	$5.45M	-$605K	1	0.28%	Reduced
515	North Star Asset Management Neenah, Wisconsin	$5.43M	-$808K	1	0.3%	Reduced
516	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$5.42M	+$33.7K	1	0.49%	Increased
517	Capstone Investment Advisors New York	$5.42M	+$3.11M	6	0.01%	Increased
518	E. Ohman J:or Asset Management Stockholm, Sweden	$5.38M	-$20.9M	4	0.17%	Reduced
519	TAMH Taikang Asset Management (HK) Hong Kong	$5.35M	$0	1	1.09%	Maintained
520	CAPTRUST Financial Advisors Raleigh, North Carolina	$5.34M	-$329K	15	0.04%	Reduced
521	AIM Aigen Investment Management New York	$5.3M	+$5.1M	5	1.02%	Increased
522	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$5.28M	-$163K	1	0.6%	Reduced
523	CC Cannell & Co New York	$5.27M	-$75.1K	1	0.16%	Reduced
524	ING Group Amsterdam, Netherlands	$5.24M	+$87.7K	3	0.07%	Increased
525	Exencial Wealth Advisors Oklahoma City, Oklahoma	$5.23M	+$2.08M	1	0.23%	Increased