← 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	CIBC World Market Toronto, Ontario, Canada	$2.28M	+$698K	3	0.01%	Increased
552	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$2.28M	-$67.5K	2	0.57%	Reduced
553	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.26M	+$2.18M	3	0.32%	New
554	Vident Investment Advisory Alpharetta, Georgia	$2.24M	-$2.18M	1	0.32%	Reduced
555	SCCM Schafer Cullen Capital Management New York	$2.24M	-$232K	1	0.03%	Reduced
556	TH Timber Hill Greenwich, Connecticut	$2.23M	+$2.15M	2	0.01%	Increased
557	SIM Spark Investment Management New York	$2.23M	+$2.28M	1	0.21%	New
558	ACM Ativo Capital Management Chicago, Illinois	$2.21M	+$2.16M	2	0.54%	New
559	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$2.17M	+$38.5K	1	1.24%	Increased
560	AMIM Aull & Monroe Investment Management Mobile, Alabama	$2.16M	-$38.7K	1	1.25%	Reduced
561	TCM Telos Capital Management San Diego, California	$2.16M	+$105K	1	1.06%	Increased
562	MSI Financial Services Springfield, Massachusetts	$2.16M	+$213K	8	0.08%	Increased
563	AT Arden Trust Wilmington, Delaware	$2.14M	+$31K	2	0.16%	Increased
564	WRM Westport Resources Management Westport, Connecticut	$2.13M	-$13.3K	4	0.69%	Reduced
565	HA Hamel Associates Chatham, New Jersey	$2.12M	+$57.1K	1	1.1%	Increased
566	LG Leuthold Group Minneapolis, Minnesota	$2.12M	+$210K	1	0.22%	Increased
567	BIC Bridges Investment Counsel Omaha, Nebraska	$2.11M	-$151K	2	0.46%	Reduced
568	Sageworth Trust Lancaster, Pennsylvania	$2.07M	-$1.82M	1	0.5%	Reduced
569	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$2.05M	+$24.5K	4	0.35%	Increased
570	ACM Americafirst Capital Management Roseville, California	$2.05M	+$147K	1	1.33%	Increased
571	CRIG Charter Research & Investment Group Southport, Connecticut	$2.04M	-$30.4K	1	2.33%	Reduced
572	MC Menta Capital San Francisco, California	$2.02M	+$124K	1	0.28%	Increased
573	FRM Fox Run Management Greenwich, Connecticut	$2M	+$1.61M	3	0.97%	Increased
574	AIM Alambic Investment Management Belvedere, California	$1.99M	+$1.54M	3	0.5%	Increased
575	Bridges Investment Management Omaha, Nebraska	$1.99M	-$71.8K	1	0.34%	Reduced