← 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	BIC Bridges Investment Counsel Omaha, Nebraska	$2.14M	-$352K	2	0.46%	Reduced
552	CCM Compass Capital Management Minneapolis, Minnesota	$2.13M	-$408K	1	0.42%	Reduced
553	PRCM Pine River Capital Management Minnetonka, Minnesota	$2.11M	-$342K	2	0.03%	Reduced
554	TCMG TSP Capital Management Group Summit, New Jersey	$2.09M	-$352K	1	1.15%	Reduced
555	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$2.08M	+$757K	2	0.1%	Increased
556	LG Leuthold Group Minneapolis, Minnesota	$2.06M	-$976K	1	0.23%	Reduced
557	Natixis Advisors Boston, Massachusetts	$2.06M	-$273K	2	0.03%	Reduced
558	CHAM Clear Harbor Asset Management Stamford, Connecticut	$2.06M	+$133K	1	0.45%	Increased
559	AMIM Aull & Monroe Investment Management Mobile, Alabama	$2.06M	-$12.5K	1	1.23%	Reduced
560	Mariner Overland Park, Kansas	$2.03M	+$332K	2	0.12%	Increased
561	TC TFS Capital West Chester, Pennsylvania	$2.03M	+$1.88M	2	0.29%	New
562	SGH Sivik Global Healthcare Greenwich, Connecticut	$2.02M	-$372K	1	0.89%	Reduced
563	WRM Westport Resources Management Westport, Connecticut	$2.02M	-$25.4K	4	0.66%	Reduced
564	Anchor Capital Advisors Boston, Massachusetts	$2.02M	+$34.4K	2	0.05%	Increased
565	ACM Americafirst Capital Management Roseville, California	$2M	+$1.68M	1	1.25%	New
566	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$1.99M	+$115K	1	1.17%	Increased
567	TWI Thomas White International Chicago, Illinois	$1.99M	+$749K	2	0.28%	Increased
568	AT Arden Trust Wilmington, Delaware	$1.98M	-$52.1K	2	0.16%	Reduced
569	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$1.98M	+$104K	1	0.33%	Increased
570	FP FDO Partners Cambridge, Massachusetts	$1.97M	+$1.25M	2	1.28%	Increased
571	Bridges Investment Management Omaha, Nebraska	$1.96M	$0	1	0.36%	Maintained
572	FNB Farmers National Bank Danville, Kentucky	$1.95M	-$26.8K	1	1.29%	Reduced
573	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$1.94M	+$23K	4	0.34%	Increased
574	OMERS Administration Corp Toronto, Ontario, Canada	$1.94M	+$1.22M	2	0.04%	Increased
575	CRIG Charter Research & Investment Group Southport, Connecticut	$1.94M	-$43.8K	1	2.22%	Reduced