← 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	First Financial Bankshares Abilene, Texas	$6.51M	+$6.64M	1	0.14%	New
527	Sterling Capital Management Charlotte, North Carolina	$6.5M	+$5.97M	17	0.08%	New
528	AC AWH Capital Dallas, Texas	$6.5M	$0	1	5.8%	Maintained
529	Vident Advisory Alpharetta, Georgia	$6.49M	+$3.25M	6	0.16%	Increased
530	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$6.48M	-$539K	5	0.48%	Reduced
531	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$6.48M	-$44.7K	1	0.59%	Reduced
532	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$6.47M	+$6.6M	1	0.51%	New
533	LI LMCG Investments Boston, Massachusetts	$6.46M	-$580K	1	0.39%	Reduced
534	RSS Rosenblum Silverman Sutton San Francisco, California	$6.45M	-$148K	1	1.65%	Reduced
535	HCM Hodges Capital Management Dallas, Texas	$6.44M	-$1.17M	2	0.41%	Reduced
536	AAP Ardsley Advisory Partners Stamford, Connecticut	$6.38M	-$2.5M	1	1.05%	Reduced
537	Perigon Wealth Management San Francisco, California	$6.37M	+$442K	2	0.17%	Increased
538	UF Univest Financial Souderton, Pennsylvania	$6.37M	+$5.44M	2	0.42%	Increased
539	BCA Bernzott Capital Advisors Camarillo, California	$6.35M	+$3.4M	1	2.73%	Increased
540	HCM Hillman Capital Management Bethesda, Maryland	$6.35M	-$1.84K	1	2.18%	Reduced
541	Brown Advisory Baltimore, Maryland	$6.24M	-$546K	4	0.01%	Reduced
542	Wealth Enhancement Advisory Services Plymouth, Minnesota	$6.15M	+$1.47M	7	0.01%	Increased
543	Hudson Bay Capital Management Stamford, Connecticut	$6.11M	+$5.51M	3	0.02%	Increased
544	Choreo LLC Rockford, Illinois	$6.1M	+$3.98M	7	0.09%	Increased
545	Readystate Asset Management Chicago, Illinois	$6.1M	-$6.41M	2	0.11%	Reduced
546	HCA Harbor Capital Advisors Chicago, Illinois	$6.09M	+$3.05M	10	0.26%	Increased
547	Cannell & Spears New York	$6.04M	-$41.4M	2	0.12%	Reduced
548	Nippon Life Global Investors Americas New York	$6.03M	$0	1	0.26%	Maintained
549	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$5.93M	+$5.59M	1	0.02%	New
550	Employees Retirement System of Texas Austin, Texas	$5.86M	-$38.3M	2	0.05%	Reduced