← 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
526	RJA Robshaw & Julian Associates Williamsville, New York	$2.3M	+$595K	1	1.95%	Increased
527	LIM Leavell Investment Management Mobile, Alabama	$2.29M	-$421K	3	0.41%	Reduced
528	NFGCM Norman Fields Gottscho Capital Management New York	$2.28M	+$101K	1	1.71%	Increased
529	BPM Bronson Point Management Fairfield, Connecticut	$2.28M	+$2.6M	1	0.17%	New
530	Nippon Life Insurance Tokyo, Japan	$2.27M	-$1.88M	1	0.07%	Reduced
531	Guardian Capital (Canada) Toronto, Ontario, Canada	$2.25M	-$9.84M	1	0.04%	Reduced
532	Aberdeen Asset Management Aberdeen, United Kingdom	$2.24M	-$67.9K	2	0.01%	Reduced
533	Ameritas Investment Partners Lincoln, Nebraska	$2.21M	+$1.93M	4	0.21%	Increased
534	DM Diker Management New York	$2.19M	-$682K	1	0.56%	Reduced
535	GIM Grassi Investment Management Santa Clara, California	$2.18M	-$1.56M	1	0.58%	Reduced
536	RBA Richard Bernstein Advisors New York	$2.18M	$0	2	0.64%	Maintained
537	ACM Argyle Capital Management Center Valley, Pennsylvania	$2.15M	$0	1	1.18%	Maintained
538	BPM Bowling Portfolio Management Cincinnati, Ohio	$2.15M	-$2.25M	1	0.6%	Reduced
539	First National Bank of Omaha Omaha, Nebraska	$2.14M	-$121K	3	0.19%	Reduced
540	QI Quotient Investors New York	$2.13M	+$734K	2	0.56%	Increased
541	QS Batterymarch Financial Management New York	$2.13M	-$1.22K	3	0.05%	Reduced
542	IHL Investment House LLC Redondo Beach, California	$2.12M	+$243K	1	0.43%	Increased
543	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$2.08M	-$45.1K	1	0.55%	Reduced
544	Churchill Management Los Angeles, California	$2.08M	-$146K	1	0.11%	Reduced
545	RegentAtlantic Capital Morristown, New Jersey	$2.08M	-$70.3K	1	0.23%	Reduced
546	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$2.07M	+$316K	1	0.15%	Increased
547	Meiji Yasuda Life Insurance Tokyo, Japan	$2.07M	+$256K	3	0.38%	Increased
548	AWCI Alpine Woods Capital Investors Purchase, New York	$2.06M	-$1.25M	3	0.13%	Reduced
549	AssetMark Inc Concord, California	$2.04M	+$2.33M	1	0.05%	New
550	EMG Ellington Management Group Old Greenwich, Connecticut	$2.04M	-$1.12M	2	0.39%	Reduced