← 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	CAPTRUST Financial Advisors Raleigh, North Carolina	$7.8M	+$618K	10	0.03%	Increased
502	SAM Sectoral Asset Management Montreal, Quebec, Canada	$7.79M	-$1,000K	1	1.3%	Reduced
503	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$7.77M	+$71.8K	1	1.77%	Increased
504	CIM Contravisory Investment Management Norwell, Massachusetts	$7.69M	+$166K	4	2.03%	Increased
505	JP Morgan Private Wealth Advisors San Francisco, California	$7.67M	-$2.7M	6	0.04%	Reduced
506	Tiedemann Advisors New York	$7.67M	$0	1	0.33%	Maintained
507	EI EAM Investors Solana Beach, California	$7.66M	+$5.53M	3	1.42%	Increased
508	TC TownSquare Capital Provo, Utah	$7.61M	+$115K	5	0.14%	Increased
509	RC Riposte Capital New York	$7.47M	-$6.13M	1	3.07%	Reduced
510	HA Heartland Advisors Milwaukee, Wisconsin	$7.45M	-$3.28M	1	0.43%	Reduced
511	Credit Agricole Montrouge Cedex, France	$7.41M	-$349K	2	0.13%	Reduced
512	WCF West Coast Financial Santa Barbara, California	$7.33M	-$110K	1	1.04%	Reduced
513	TTWM TCV Trust & Wealth Management Richmond, Virginia	$7.28M	-$66.7K	1	0.77%	Reduced
514	Gulf International Bank (UK) London, United Kingdom	$7.26M	-$2.16M	4	0.18%	Reduced
515	ZDA Zweig-DiMenna Associates New York	$7.17M	+$7.56M	1	0.9%	New
516	RCYC Richard C. Young & Co Newport, Rhode Island	$6.95M	+$325K	1	0.95%	Increased
517	Ethic Inc New York	$6.92M	-$822K	5	0.26%	Reduced
518	ArrowMark Colorado Holdings Denver, Colorado	$6.9M	$0	1	0.08%	Maintained
519	DA Duality Advisers Miami, Florida	$6.84M	+$5.04M	4	0.86%	Increased
520	SAM Shell Asset Management The Hague, Netherlands	$6.83M	+$5.07K	9	0.27%	Increased
521	CC Carlson Capital Dallas, Texas	$6.79M	-$12.2K	1	0.58%	Reduced
522	LCP LGT Capital Partners Pfaeffikon, Switzerland	$6.78M	$0	1	0.23%	Maintained
523	AAM AMI Asset Management Los Angeles, California	$6.78M	+$308K	2	0.4%	Increased
524	Simplex Trading Chicago, Illinois	$6.66M	+$934K	12	0.01%	Increased
525	MAP Moody Aldrich Partners Marblehead, Massachusetts	$6.66M	-$21.7K	1	1.29%	Reduced