← 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
551	MCM Maple Capital Management Montpelier, Vermont	$2.3M	-$766K	1	0.92%	Reduced
552	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$2.29M	-$25.2K	1	0.55%	Reduced
553	CCM Carderock Capital Management Chevy Chase, Maryland	$2.28M	-$823K	1	1.2%	Reduced
554	Creative Planning Overland Park, Kansas	$2.23M	+$122K	7	0.04%	Increased
555	SRCM Swift Run Capital Management Charlottesville, Virginia	$2.23M	+$2.07M	1	1.78%	New
556	Amalgamated Bank New York	$2.22M	+$1.17M	4	0.38%	Increased
557	VC Vestor Capital Chicago, Illinois	$2.22M	-$35.2K	1	0.8%	Reduced
558	P Pitcairn Conshohocken, Pennsylvania	$2.22M	+$1.44M	3	0.25%	Increased
559	SGH Sivik Global Healthcare Greenwich, Connecticut	$2.22M	+$2.05M	1	1.58%	New
560	PCP Perimeter Capital Partners Atlanta, Georgia	$2.21M	-$1.25M	2	1.09%	Reduced
561	OMERS Administration Corp Toronto, Ontario, Canada	$2.21M	+$1.98M	2	0.08%	New
562	BIC Bridges Investment Counsel Omaha, Nebraska	$2.2M	+$30.2K	2	0.51%	Increased
563	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$2.2M	+$2.16M	1	1.49%	New
564	Cambridge Investment Research Advisors Fairfield, Iowa	$2.18M	+$160K	2	0.09%	Increased
565	Ingalls & Snyder LLC New York	$2.17M	+$370K	2	0.12%	Increased
566	Lazard Asset Management New York	$2.15M	+$863K	1	0%	Increased
567	Brown Brothers Harriman & Co New York	$2.14M	+$1.02M	3	0%	Increased
568	First National Bank of Omaha Omaha, Nebraska	$2.13M	-$232K	2	0.16%	Reduced
569	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$2.12M	+$1.45M	1	0.02%	Increased
570	VFS VSR Financial Services Overland Park, Kansas	$2.11M	+$2.01M	1	0.32%	New
571	Bragg Financial Advisors Charlotte, North Carolina	$2.11M	$0	1	0.51%	Maintained
572	AA Apriem Advisors Irvine, California	$2.1M	+$1.83M	1	0.82%	Increased
573	HT HAP Trading New York	$2.1M	+$2M	1	0.07%	New
574	Kentucky Retirement Systems Frankfort, Kentucky	$2.1M	-$12.1K	2	0.15%	Reduced
575	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2.06M	+$1.21M	5	0.19%	Increased