← 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	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$6.1M	-$1.37K	1	0.73%	Reduced
502	EGI EAM Global Investors Solana Beach, California	$6.1M	+$791K	2	1.62%	Increased
503	BOK Financial Tulsa, Oklahoma	$6.09M	-$1.82M	5	0.12%	Reduced
504	Cambridge Investment Research Advisors Fairfield, Iowa	$6.08M	+$852K	8	0.03%	Increased
505	LCG Lisanti Capital Growth New York	$6.06M	-$6.19M	1	0.81%	Reduced
506	C WorldWide Group Copenhagen, Denmark	$6.06M	$0	1	0.08%	Maintained
507	Vanguard Personalized Indexing Management Oakland, California	$6.04M	+$763K	6	0.27%	Increased
508	ORI Oak Ridge Investments Chicago, Illinois	$5.98M	-$87.6K	1	0.91%	Reduced
509	First National Bank of Omaha Omaha, Nebraska	$5.87M	-$240K	1	0.38%	Reduced
510	PHS Pekin Hardy Strauss Chicago, Illinois	$5.84M	+$743K	1	0.93%	Increased
511	ACM Altium Capital Management New York	$5.84M	+$1.46M	2	2.14%	Increased
512	EI EAM Investors Solana Beach, California	$5.84M	+$2.04M	2	1.27%	Increased
513	PEAK6 Investments Chicago, Illinois	$5.8M	+$3.51M	6	0.02%	Increased
514	Perigon Wealth Management San Francisco, California	$5.74M	-$205K	1	0.5%	Reduced
515	Manning & Napier Group Fairport, New York	$5.74M	-$66.7K	1	0.07%	Reduced
516	BCM Birch Capital Management Dallas, Texas	$5.71M	-$45.5K	2	4.31%	Reduced
517	WI WBI Investments Red Bank, New Jersey	$5.71M	+$6.15M	1	1.66%	New
518	Crossmark Global Holdings Houston, Texas	$5.69M	-$825K	6	0.16%	Reduced
519	PAG Private Advisory Group Redmond, Washington	$5.67M	+$816K	2	1.29%	Increased
520	NCGI Next Century Growth Investors Plymouth, Minnesota	$5.64M	+$2.92M	1	0.69%	Increased
521	Boothbay Fund Management New York	$5.61M	+$3.09M	6	0.14%	Increased
522	MCM Makena Capital Management Menlo Park, California	$5.61M	+$961K	1	0.94%	Increased
523	Vontobel Holding Zurich, Switzerland	$5.59M	+$331K	5	0.07%	Increased
524	ET Equitable Trust Nashville, Tennessee	$5.56M	-$1.54M	3	0.46%	Reduced
525	SAM Securian Asset Management St Paul, Minnesota	$5.48M	+$324K	5	0.16%	Increased