← 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	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$7.57M	+$1.52M	1	0.92%	Increased
502	VanEck Associates New York	$7.56M	+$1.37M	6	0.02%	Increased
503	WCF West Coast Financial Santa Barbara, California	$7.46M	+$48.6K	1	1.14%	Increased
504	Exchange Traded Concepts Oklahoma City, Oklahoma	$7.42M	-$1.56M	10	0.2%	Reduced
505	RCYC Richard C. Young & Co Newport, Rhode Island	$7.4M	+$88.5K	1	1.02%	Increased
506	Carmignac Gestion Paris, France	$7.38M	+$176K	1	0.12%	Increased
507	RC Rovin Capital Mesa, Arizona	$7.34M	$0	1	3.5%	Maintained
508	CCM Chimera Capital Management New York	$7.31M	-$1.21M	2	3.49%	Reduced
509	TBC Tweedy, Browne Co Stamford, Connecticut	$7.3M	+$89K	1	0.4%	Increased
510	NCGI Next Century Growth Investors Plymouth, Minnesota	$7.23M	-$1.72M	1	0.8%	Reduced
511	CAPTRUST Financial Advisors Raleigh, North Carolina	$7.21M	-$86.5K	8	0.03%	Reduced
512	Advisors Asset Management Monument, Colorado	$7.21M	+$2.48M	6	0.15%	Increased
513	Vanguard Personalized Indexing Management Oakland, California	$7.15M	+$590K	8	0.25%	Increased
514	Vontobel Holding Zurich, Switzerland	$7.11M	-$547K	6	0.07%	Reduced
515	TC TownSquare Capital Provo, Utah	$7.06M	-$2.09K	5	0.16%	Reduced
516	Sit Investment Associates Minneapolis, Minnesota	$7M	+$4.95M	1	0.19%	Increased
517	LCP LGT Capital Partners Pfaeffikon, Switzerland	$6.93M	+$2.35M	1	0.19%	Increased
518	SAM Shell Asset Management The Hague, Netherlands	$6.92M	+$1.18M	10	0.29%	Increased
519	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$6.9M	-$3.19M	7	0.63%	Reduced
520	Capula Management Grand Cayman, Cayman Islands	$6.87M	+$3.27M	5	0.08%	Increased
521	MML Investors Services Springfield, Massachusetts	$6.75M	-$1.15M	5	0.05%	Reduced
522	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$6.66M	+$52.7K	1	1.49%	Increased
523	ACM Altium Capital Management New York	$6.65M	+$3.16M	2	3.69%	Increased
524	OneDigital Investment Advisors Overland Park, Kansas	$6.61M	+$908K	3	0.16%	Increased
525	Meag Munich Ergo Munich, Germany	$6.6M	+$2.04M	1	0.31%	Increased