← 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	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$3.36M	-$467K	2	1.34%	Reduced
527	WEC White Elm Capital Greenwich, Connecticut	$3.33M	-$9.31M	1	0.93%	Reduced
528	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$3.3M	+$4.71K	7	0.07%	Increased
529	TC Telemus Capital Southfield, Michigan	$3.28M	-$810K	1	0.27%	Reduced
530	EI EAM Investors Solana Beach, California	$3.26M	-$3.54M	2	0.89%	Reduced
531	PWPCM Perella Weinberg Partners Capital Management New York	$3.24M	+$4.9M	1	0.2%	New
532	NIP Nicholas Investment Partners Rancho Santa Fe, California	$3.23M	-$2M	1	0.35%	Reduced
533	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$3.22M	-$79.6K	1	0.34%	Reduced
534	Zacks Investment Management Chicago, Illinois	$3.16M	-$3.07M	2	0.08%	Reduced
535	Weiss Asset Management Boston, Massachusetts	$3.14M	+$2.89M	2	0.22%	Increased
536	SCM Stevens Capital Management Radnor, Pennsylvania	$3.13M	-$18.9M	4	0.16%	Reduced
537	IAM ICM Asset Management Spokane, Washington	$3.11M	-$696K	1	2.73%	Reduced
538	AGAM Avalon Global Asset Management San Francisco, California	$3.08M	+$4.39M	1	1.87%	New
539	CCG Cypress Capital Group Palm Beach, Florida	$3.08M	-$321K	2	0.7%	Reduced
540	BAM Blueshift Asset Management Red Bank, New Jersey	$3.06M	+$3.82M	3	0.57%	New
541	CT Coastline Trust Providence, Rhode Island	$3.04M	-$848K	2	0.52%	Reduced
542	WAM World Asset Management Detroit, Michigan	$3.04M	-$311K	5	0.19%	Reduced
543	VF Virtu Financial New York	$2.97M	+$4.24M	4	0.16%	New
544	Regions Financial Corp Birmingham, Alabama	$2.97M	-$215K	7	0.04%	Reduced
545	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$2.96M	$0	2	0.49%	Maintained
546	PGIM Pacific Global Investment Management Glendale, California	$2.96M	-$492K	3	0.74%	Reduced
547	OI Oakbrook Investments Lisle, Illinois	$2.96M	+$2.35M	4	0.2%	Increased
548	JCM JS Capital Management New York	$2.95M	-$7.73M	1	0.84%	Reduced
549	GS Gagnon Securities New York	$2.94M	+$2.43M	1	0.78%	Increased
550	WCM Weld Capital Management New York	$2.93M	+$4.21M	2	0.66%	New