← 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	ACB Aristotle Capital Boston Boston, Massachusetts	$2.04M	+$613K	1	0.63%	Increased
527	CCM Chickasaw Capital Management Memphis, Tennessee	$2.02M	-$63	1	0.06%	Reduced
528	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$2.01M	+$18K	4	0.41%	Increased
529	PWS Peloton Wealth Strategists Indianapolis, Indiana	$2M	+$76.7K	1	1.55%	Increased
530	Curi RMB Capital Chicago, Illinois	$2M	-$402K	1	0.12%	Reduced
531	SWA SFMG Wealth Advisors Plano, Texas	$2M	+$1.29M	1	0.16%	Increased
532	AWCI Alpine Woods Capital Investors Purchase, New York	$1.99M	$0	3	0.1%	Maintained
533	Kentucky Retirement Systems Frankfort, Kentucky	$1.99M	-$192K	2	0.16%	Reduced
534	HCA Horan Capital Advisors Cincinnati, Ohio	$1.98M	-$6.01K	1	1.65%	Reduced
535	South Dakota Investment Council Sioux Falls, South Dakota	$1.97M	$0	2	0.04%	Maintained
536	MassMutual Private Wealth & Trust Windsor, Connecticut	$1.96M	+$1.23M	2	0.32%	Increased
537	Palisade Capital Management Fort Lee, New Jersey	$1.96M	$0	1	0.05%	Maintained
538	EVC Eidelman Virant Capital Saint Louis, Missouri	$1.95M	+$1.82M	1	0.84%	New
539	SM Stratton Management King Of Prussia, Pennsylvania	$1.95M	+$10.6K	1	0.08%	Increased
540	Bragg Financial Advisors Charlotte, North Carolina	$1.93M	+$53.4K	1	0.45%	Increased
541	Quantbot Technologies New York	$1.92M	+$509K	4	0.47%	Increased
542	PFC Phocas Financial Corp Alameda, California	$1.89M	-$65.4K	1	0.15%	Reduced
543	Anchor Capital Advisors Boston, Massachusetts	$1.89M	-$1.02M	2	0.04%	Reduced
544	GP GLG Partners London, United Kingdom	$1.88M	-$994K	1	0.06%	Reduced
545	Boston Financial Management Boston, Massachusetts	$1.88M	-$20.2K	1	0.23%	Reduced
546	HA Hamel Associates Chatham, New Jersey	$1.86M	-$90.6K	1	1.23%	Reduced
547	EWM Elite Wealth Management Kirkland, Washington	$1.85M	$0	1	1.64%	Maintained
548	Churchill Management Los Angeles, California	$1.84M	+$1.13M	1	0.06%	Increased
549	SAM Security Asset Management New York	$1.84M	+$6.91K	1	1.76%	Increased
550	CRIG Charter Research & Investment Group Southport, Connecticut	$1.84M	-$19.3K	1	2.04%	Reduced