← 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	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$3.78M	+$486K	2	0.65%	Increased
552	Parallax Volatility Advisers San Francisco, California	$3.73M	-$2.03M	6	0%	Reduced
553	MIP Marietta Investment Partners Milwaukee, Wisconsin	$3.71M	+$2.38M	1	1.1%	Increased
554	HIM HGC Investment Management Toronto, Ontario, Canada	$3.69M	+$1.75M	1	1%	Increased
555	TC Telemus Capital Southfield, Michigan	$3.67M	+$32.8K	1	0.27%	Increased
556	Credit Agricole Montrouge Cedex, France	$3.6M	+$4.06M	1	0.17%	New
557	IA Icon Advisers Greenwood Village, Colorado	$3.57M	+$2.88M	3	0.3%	Increased
558	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$3.56M	+$255K	1	1.4%	Increased
559	Ladenburg Thalmann Financial Services Miami, Florida	$3.5M	-$42.6K	10	0.03%	Reduced
560	PGIM Pacific Global Investment Management Glendale, California	$3.48M	-$64.4K	3	0.71%	Reduced
561	RIM Redpoint Investment Management Sydney, NSW, Australia	$3.47M	+$645K	3	0.18%	Increased
562	CC Cognios Capital Leawood, Kansas	$3.45M	-$671K	2	1.42%	Reduced
563	MA Marshwinds Advisory St Simons Island, Georgia	$3.44M	-$54.1K	3	1.57%	Reduced
564	Profund Advisors Bethesda, Maryland	$3.44M	+$437K	7	0.13%	Increased
565	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$3.41M	+$129K	6	0.58%	Increased
566	NIMI Natixis Investment Managers International Paris, France	$3.4M	+$1.37M	3	0.16%	Increased
567	Bessemer Group Woodbridge, New Jersey	$3.36M	-$366K	6	0.01%	Reduced
568	ING Group Amsterdam, Netherlands	$3.35M	-$71.9K	4	0.06%	Reduced
569	PAIM Punch & Associates Investment Management Edina, Minnesota	$3.33M	+$110K	1	0.26%	Increased
570	CI Cavalier Investments Alpharetta, Georgia	$3.3M	$0	1	0.96%	Maintained
571	LIA LS Investment Advisors Bloomfield Hills, Michigan	$3.28M	-$899K	9	0.19%	Reduced
572	DTL Dynamic Technology Lab Singapore	$3.26M	+$735K	3	0.45%	Increased
573	Sterling Capital Management Charlotte, North Carolina	$3.23M	-$2.8M	3	0.03%	Reduced
574	QIM Quantitative Investment Management Charlottesville, Virginia	$3.22M	+$551K	5	0.11%	Increased
575	HCM Hodges Capital Management Dallas, Texas	$3.21M	-$1.92M	1	0.24%	Reduced