← 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 Cinctive Capital Management New York	$6.52M	-$3.84M	3	0.29%	Reduced
502	DTL Dynamic Technology Lab Singapore	$6.49M	+$478K	8	0.72%	Increased
503	MUFG Securities EMEA London, United Kingdom	$6.47M	+$6.58M	1	0.1%	New
504	Bragg Financial Advisors Charlotte, North Carolina	$6.46M	$0	1	0.41%	Maintained
505	Zacks Investment Management Chicago, Illinois	$6.46M	-$3.2M	4	0.09%	Reduced
506	WSL Western Standard LLC Los Angeles, California	$6.4M	+$4.42M	2	3.78%	Increased
507	Creative Planning Overland Park, Kansas	$6.39M	+$53.7K	5	0.01%	Increased
508	Inspire Investing Meridian, Idaho	$6.3M	-$561K	5	0.72%	Reduced
509	Fuller & Thaler Asset Management San Mateo, California	$6.29M	-$10.4M	2	0.04%	Reduced
510	NM Newtyn Management New York	$6.25M	$0	1	1.66%	Maintained
511	BOK Financial Tulsa, Oklahoma	$6.24M	+$33.8K	6	0.1%	Increased
512	SCM Silverarc Capital Management Boston, Massachusetts	$6.24M	+$6.46M	1	2.53%	New
513	D.A. Davidson & Co Great Falls, Montana	$6.19M	+$80.1K	4	0.07%	Increased
514	TCCM Timber Creek Capital Management Boston, Massachusetts	$6.16M	+$326K	4	1.83%	Increased
515	Vestcor Inc Fredericton, New Brunswick, Canada	$6.16M	-$2.11M	4	0.22%	Reduced
516	Thompson Siegel & Walmsley Richmond, Virginia	$6.15M	+$453K	3	0.08%	Increased
517	CA Capitolis Advisors New York	$6.14M	+$3.84M	3	0.04%	Increased
518	BM Brandywine Managers Hockessin, Delaware	$6.09M	$0	1	6.91%	Maintained
519	RCC Red Cedar Capital Omaha, Nebraska	$6.09M	$0	2	3.47%	Maintained
520	CCM Chickasaw Capital Management Memphis, Tennessee	$6.06M	-$186K	1	0.31%	Reduced
521	EAM Eukles Asset Management Cincinnati, Ohio	$5.98M	+$47.2K	2	2.89%	Increased
522	LG LaFleur & Godfrey Grand Rapids, Michigan	$5.96M	+$2.6K	1	0.76%	Increased
523	RC Rovin Capital Mesa, Arizona	$5.94M	+$5.37K	1	2.85%	Increased
524	FHB First Hawaiian Bank Honolulu, Hawaii	$5.93M	+$3.18M	5	0.17%	Increased
525	SAM Securian Asset Management St Paul, Minnesota	$5.92M	-$153K	4	0.11%	Reduced