← 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	Luther King Capital Management (LKCM) Fort Worth, Texas	$2.61M	-$1.47M	1	0.02%	Reduced
527	SIM Spark Investment Management New York	$2.59M	+$1.31M	1	0.45%	Increased
528	Wilmington Savings Fund Society Wilmington, Delaware	$2.58M	-$125K	1	0.15%	Reduced
529	Hennessy Advisors Inc Novato, California	$2.57M	-$41.8K	1	0.1%	Reduced
530	RHFI Reilly Herbert Faulkner III	$2.57M	+$2.51M	1	2.54%	New
531	Aberdeen Asset Management Aberdeen, United Kingdom	$2.55M	+$76.3K	2	0.01%	Increased
532	RJA Robshaw & Julian Associates Williamsville, New York	$2.55M	+$3.58K	1	2.11%	Increased
533	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$2.53M	+$2.1M	1	0.21%	Increased
534	WBC Westpac Banking Corp Sydney, Australia	$2.53M	-$3.58M	4	0.03%	Reduced
535	SCA Secor Capital Advisors New York	$2.51M	+$2.52M	1	1%	New
536	PAM Paradigm Asset Management New York	$2.47M	-$44K	1	0.38%	Reduced
537	Nippon Life Insurance Tokyo, Japan	$2.47M	-$52.2K	1	0.07%	Reduced
538	LIM Leavell Investment Management Mobile, Alabama	$2.45M	$0	3	0.41%	Maintained
539	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$2.44M	-$1.34M	1	0.25%	Reduced
540	BPM Bowling Portfolio Management Cincinnati, Ohio	$2.42M	-$2.63K	1	0.59%	Reduced
541	EULAV Asset Management Sarasota, Florida	$2.4M	-$1.35M	3	0.13%	Reduced
542	ACM Argyle Capital Management Center Valley, Pennsylvania	$2.39M	$0	1	1.2%	Maintained
543	MIM Midwest Investment Management Cleveland, Ohio	$2.37M	+$177K	1	1.77%	Increased
544	IHL Investment House LLC Redondo Beach, California	$2.37M	+$9.39K	1	0.43%	Increased
545	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$2.37M	+$177K	1	0.16%	Increased
546	DM Diker Management New York	$2.36M	+$231K	1	0.54%	Increased
547	RegentAtlantic Capital Morristown, New Jersey	$2.36M	+$54.4K	1	0.23%	Increased
548	Oppenheimer & Co New York	$2.35M	-$688K	2	0.08%	Reduced
549	Hardman Johnston Global Advisors Stamford, Connecticut	$2.35M	-$6.34M	1	0.15%	Reduced
550	Algert Global San Francisco, California	$2.3M	+$577K	2	0.62%	Increased