← 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	WC Winmill & Co Walpole, New Hampshire	$6.69M	$0	1	2.03%	Maintained
502	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$6.67M	+$43.8K	1	0.4%	Increased
503	LG LaFleur & Godfrey Grand Rapids, Michigan	$6.63M	+$1.08M	1	0.89%	Increased
504	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$6.63M	-$38.2K	1	0.67%	Reduced
505	Inspire Investing Meridian, Idaho	$6.61M	+$920K	7	0.77%	Increased
506	Perigon Wealth Management San Francisco, California	$6.6M	+$6.77K	1	0.47%	Increased
507	Employees Provident Fund Board Shah Alam, Malaysia	$6.58M	+$6.56M	1	0.11%	New
508	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$6.55M	-$513K	5	0.17%	Reduced
509	Mercer Global Advisors Denver, Colorado	$6.54M	-$1.17M	5	0.04%	Reduced
510	MML Investors Services Springfield, Massachusetts	$6.36M	+$1.27M	4	0.04%	Increased
511	BCM Birch Capital Management Dallas, Texas	$6.34M	-$86.8K	1	3.9%	Reduced
512	CB Cadence Bank Tupelo, Mississippi	$6.31M	+$115K	1	0.79%	Increased
513	Zacks Investment Management Chicago, Illinois	$6.21M	+$176K	3	0.09%	Increased
514	RCYC Richard C. Young & Co Newport, Rhode Island	$6.17M	+$2.19M	1	0.79%	Increased
515	WSL Western Standard LLC Los Angeles, California	$6.15M	-$505K	1	5.84%	Reduced
516	SCM Silverarc Capital Management Boston, Massachusetts	$6.08M	+$1.61M	1	2.51%	Increased
517	CT Coastline Trust Providence, Rhode Island	$6.07M	-$190K	2	0.74%	Reduced
518	Walleye Trading New York	$6.04M	+$1.17M	8	0.02%	Increased
519	C WorldWide Group Copenhagen, Denmark	$6.04M	+$639K	1	0.07%	Increased
520	Quantbot Technologies New York	$5.96M	+$1.07M	9	0.52%	Increased
521	PP Prospector Partners Guilford, Connecticut	$5.96M	-$62.2K	1	0.74%	Reduced
522	CAPTRUST Financial Advisors Raleigh, North Carolina	$5.92M	+$771K	17	0.04%	Increased
523	RC Rovin Capital Mesa, Arizona	$5.9M	-$7.75K	1	3.13%	Reduced
524	T TCWP Beachwood, Ohio	$5.83M	+$5.66M	8	1.06%	Increased
525	Cambridge Investment Research Advisors Fairfield, Iowa	$5.82M	+$357K	9	0.03%	Increased