← 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	DCM Dupont Capital Management Wilmington, Delaware	$4.25M	-$3.79M	6	0.09%	Reduced
527	IAM ICM Asset Management Spokane, Washington	$4.23M	+$97.7K	1	2.96%	Increased
528	RBF Capital San Francisco, California	$4.23M	+$1.83M	2	0.46%	Increased
529	Trillium Asset Management Boston, Massachusetts	$4.22M	+$2.49M	3	0.21%	Increased
530	CCG Cypress Capital Group Palm Beach, Florida	$4.21M	-$535K	2	0.8%	Reduced
531	Regions Financial Corp Birmingham, Alabama	$4.2M	-$178K	7	0.05%	Reduced
532	EWM Elite Wealth Management Kirkland, Washington	$4.17M	-$366K	2	0.89%	Reduced
533	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$4.17M	-$178K	1	0.62%	Reduced
534	MUFG Securities EMEA London, United Kingdom	$4.16M	-$9.64M	4	0.06%	Reduced
535	Davenport & Co Richmond, Virginia	$4.15M	+$2.21M	2	0.05%	Increased
536	CT Coastline Trust Providence, Rhode Island	$4.13M	+$218K	2	0.59%	Increased
537	BL BCWM LLC Overland Park, Kansas	$4.13M	+$8.26K	1	1.73%	Increased
538	Segall Bryant & Hamill Chicago, Illinois	$4.12M	-$2.28M	2	0.06%	Reduced
539	WAM World Asset Management Detroit, Michigan	$4.1M	-$227K	6	0.19%	Reduced
540	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$4.08M	$0	5	0.08%	Maintained
541	RHFI Reilly Herbert Faulkner III	$4.05M	+$88.1K	1	1.97%	Increased
542	CI Caerus Investors New York	$4.03M	+$1.91M	1	1.88%	Increased
543	CAM Cortina Asset Management Milwaukee, Wisconsin	$3.97M	+$1M	1	0.19%	Increased
544	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$3.93M	-$33.6K	1	1.22%	Reduced
545	HTI Hikari Tsushin Inc Tokyo, Japan	$3.89M	-$1.42M	1	0.9%	Reduced
546	Everett Harris & Co Los Angeles, California	$3.86M	-$117K	1	0.1%	Reduced
547	SNB Security National Bank Omaha, Nebraska	$3.83M	-$8.65K	1	2.12%	Reduced
548	Mariner Overland Park, Kansas	$3.8M	-$2.21K	3	0.1%	Reduced
549	CIBC Private Wealth Group Atlanta, Georgia	$3.8M	-$1.2M	2	0.01%	Reduced
550	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.8M	+$102K	4	0.3%	Increased