← 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	WCF West Coast Financial Santa Barbara, California	$7.04M	-$128K	1	1.19%	Reduced
502	ETCM Evolutionary Tree Capital Management Alexandria, Virginia	$7.04M	+$1.62M	1	6.76%	Increased
503	Verition Fund Management Greenwich, Connecticut	$6.98M	-$3.23M	6	0.11%	Reduced
504	KHCM Kettle Hill Capital Management New York	$6.92M	-$5.68M	1	1.36%	Reduced
505	Magnetar Financial Evanston, Illinois	$6.92M	+$5.37M	2	0.12%	Increased
506	Crossmark Global Holdings Houston, Texas	$6.91M	+$752K	8	0.17%	Increased
507	Carmignac Gestion Paris, France	$6.9M	+$76.9K	1	0.12%	Increased
508	SEC Seven Eight Capital New York	$6.89M	+$4.8M	5	1.8%	Increased
509	GCP GSA Capital Partners London, United Kingdom	$6.87M	+$3.95M	7	0.85%	Increased
510	PAG Private Advisory Group Redmond, Washington	$6.76M	+$47.3K	2	1.48%	Increased
511	RC Rovin Capital Mesa, Arizona	$6.76M	$0	1	3.36%	Maintained
512	Inspire Investing Meridian, Idaho	$6.73M	+$538K	6	0.87%	Increased
513	MHP Manatuck Hill Partners Westport, Connecticut	$6.73M	-$1.53M	1	3.18%	Reduced
514	MAP Moody Aldrich Partners Marblehead, Massachusetts	$6.69M	-$1.74M	1	1.35%	Reduced
515	Manning & Napier Group Fairport, New York	$6.64M	-$155K	1	0.08%	Reduced
516	SFM Systematic Financial Management Teaneck, New Jersey	$6.62M	-$686K	2	0.22%	Reduced
517	NA Navellier & Associates Reno, Nevada	$6.57M	+$3.73M	2	1.34%	Increased
518	TC TownSquare Capital Provo, Utah	$6.54M	+$1.66M	6	0.16%	Increased
519	First National Bank of Omaha Omaha, Nebraska	$6.48M	-$283K	1	0.4%	Reduced
520	1832 Asset Management Toronto, Ontario, Canada	$6.47M	+$7.03M	3	0.01%	Increased
521	Corient Private Wealth Miami, Florida	$6.44M	+$6.41M	4	0.02%	New
522	Ameritas Investment Partners Lincoln, Nebraska	$6.4M	+$48.8K	19	0.26%	Increased
523	ET Equitable Trust Nashville, Tennessee	$6.39M	+$964K	3	0.5%	Increased
524	LG LaFleur & Godfrey Grand Rapids, Michigan	$6.35M	+$234K	1	1.06%	Increased
525	EGI EAM Global Investors Solana Beach, California	$6.31M	-$553K	3	1.63%	Reduced