← 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	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$3.01M	-$865K	2	1.85%	Reduced
552	CS Comerica Securities Detroit, Michigan	$3M	-$1.09M	1	0.38%	Reduced
553	ACM Ativo Capital Management Chicago, Illinois	$2.99M	-$256K	2	0.85%	Reduced
554	RIM Redpoint Investment Management Sydney, NSW, Australia	$2.98M	$0	3	0.17%	Maintained
555	Kennedy Capital Management St Louis, Missouri	$2.97M	-$2.68M	1	0.06%	Reduced
556	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2.97M	-$18.6K	8	0.18%	Reduced
557	Wealth Enhancement Advisory Services Plymouth, Minnesota	$2.95M	+$2.83M	1	0.2%	New
558	SFM Systematic Financial Management Teaneck, New Jersey	$2.94M	-$243K	2	0.07%	Reduced
559	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$2.92M	+$741K	4	0.26%	Increased
560	ACM Argyle Capital Management Center Valley, Pennsylvania	$2.89M	-$180K	2	1.15%	Reduced
561	TCM Telos Capital Management San Diego, California	$2.89M	-$32.4K	1	1.03%	Reduced
562	Braun Stacey Associates New York	$2.89M	-$1.38M	1	0.2%	Reduced
563	Commerce Bank Kansas City, Missouri	$2.86M	+$562K	4	0.04%	Increased
564	Hardman Johnston Global Advisors Stamford, Connecticut	$2.84M	-$3.25K	1	0.12%	Reduced
565	First Allied Advisory Services San Diego, California	$2.82M	+$672K	4	0.11%	Increased
566	SP Summit Partners Boston, Massachusetts	$2.75M	$0	1	0.22%	Maintained
567	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.72M	-$266K	3	0.17%	Reduced
568	WBC Westpac Banking Corp Sydney, Australia	$2.72M	$0	3	0.05%	Maintained
569	PCM Piermont Capital Management St. Louis, Missouri	$2.7M	+$479K	2	0.9%	Increased
570	GH GAM Holding Zurich, Switzerland	$2.7M	-$4.24M	3	0.1%	Reduced
571	BCM Bluefin Capital Management New York	$2.69M	+$2.62M	1	0.18%	New
572	Parallax Volatility Advisers San Francisco, California	$2.69M	-$2.33M	3	0%	Reduced
573	Caption Management Oklahoma City, Oklahoma	$2.68M	+$2.69M	1	0.38%	New
574	Dana Investment Advisors Waukesha, Wisconsin	$2.65M	+$2.19M	2	0.12%	Increased
575	Cerity Partners New York	$2.65M	-$224K	3	0.2%	Reduced