← 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	PC Pier Capital Stamford, Connecticut	$3.53M	-$4.14M	1	0.6%	Reduced
527	Mount Yale Investment Advisors Denver, Colorado	$3.52M	-$87.7K	3	0.63%	Reduced
528	TCM Telos Capital Management San Diego, California	$3.51M	-$131K	1	0.96%	Reduced
529	Dana Investment Advisors Waukesha, Wisconsin	$3.5M	+$2.98M	2	0.18%	Increased
530	Meag Munich Ergo Munich, Germany	$3.5M	+$1.38M	4	0.18%	Increased
531	CCM Chickasaw Capital Management Memphis, Tennessee	$3.47M	+$134K	1	0.1%	Increased
532	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.44M	-$146K	7	0.18%	Reduced
533	WesBanco Bank Wheeling, West Virginia	$3.44M	+$75.2K	2	0.17%	Increased
534	MAI Capital Management Independence, Ohio	$3.39M	+$115K	3	0.15%	Increased
535	WCMNY Westchester Capital Management (New York) Valhalla, New York	$3.36M	$0	1	0.13%	Maintained
536	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$3.34M	-$76.4K	1	1.53%	Reduced
537	Voleon Capital Management Berkeley, California	$3.32M	+$2.88M	2	0.26%	New
538	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$3.31M	-$80.6K	1	1.68%	Reduced
539	CA Continental Advisors Park City, Utah	$3.3M	-$116K	1	1.95%	Reduced
540	TCM Teza Capital Management Chicago, Illinois	$3.27M	+$2.43M	2	0.83%	Increased
541	SAM Sompo Asset Management Tokyo, Japan	$3.26M	-$295K	1	0.81%	Reduced
542	BBL Beck Bode LLC Dedham, Massachusetts	$3.23M	+$238K	1	1.42%	Increased
543	PGIM Pacific Global Investment Management Glendale, California	$3.19M	-$77.1K	3	0.74%	Reduced
544	CCPM Cooper Creek Partners Management New York	$3.18M	+$3.23M	1	1.12%	New
545	GS Gagnon Securities New York	$3.18M	+$21.6K	1	0.75%	Increased
546	GCP GSA Capital Partners London, United Kingdom	$3.14M	-$2.56M	7	0.43%	Reduced
547	Evercore Wealth Management New York	$3.12M	-$585K	1	0.09%	Reduced
548	DCM Dupont Capital Management Wilmington, Delaware	$3.11M	+$33.1K	6	0.07%	Increased
549	Sterling Capital Management Charlotte, North Carolina	$3.1M	+$1.58M	2	0.03%	Increased
550	CIM Cowen Investment Management New York	$3.06M	+$3.06M	1	0.9%	New