← 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	PGIM Pacific Global Investment Management Glendale, California	$3.17M	-$56.2K	3	0.7%	Reduced
552	FIM Freedom Investment Management Hartford, Connecticut	$3.16M	-$415K	6	0.25%	Reduced
553	WCM Wallace Capital Management Dallas, Texas	$3.15M	-$84.7K	1	0.44%	Reduced
554	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$3.1M	+$759K	1	1.37%	Increased
555	DTL Dynamic Technology Lab Singapore	$3.09M	+$1.36M	4	0.51%	Increased
556	MAM Meeder Asset Management Dublin, Ohio	$3.07M	+$679K	7	0.24%	Increased
557	Axa Paris, France	$3.05M	-$27.2M	4	0.01%	Reduced
558	CG Cutler Group San Francisco, California	$3.03M	+$902K	5	0.31%	Increased
559	TIM Triad Investment Management Newport Beach, California	$3.03M	+$22.1K	1	3.09%	Increased
560	Daiwa Securities Group Tokyo, Japan	$2.99M	-$748K	4	0.03%	Reduced
561	AIM Atlantic Investment Management New York	$2.95M	+$2.44M	1	0.76%	New
562	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$2.93M	+$954K	1	0.63%	Increased
563	Wolverine Asset Management Chicago, Illinois	$2.93M	+$1.42M	4	0.04%	Increased
564	North Star Asset Management Neenah, Wisconsin	$2.9M	+$1.07M	1	0.23%	Increased
565	IFM Investors Melbourne, Australia	$2.89M	+$158K	4	0.19%	Increased
566	SI Sapience Investments Newport Beach, California	$2.88M	-$719K	1	0.38%	Reduced
567	Everett Harris & Co Los Angeles, California	$2.8M	-$41.8K	1	0.07%	Reduced
568	Mariner Overland Park, Kansas	$2.79M	-$150K	2	0.04%	Reduced
569	Manning & Napier Group Fairport, New York	$2.78M	-$70M	1	0.03%	Reduced
570	Mount Yale Investment Advisors Denver, Colorado	$2.78M	+$633K	2	0.52%	Increased
571	GIPM G2 Investment Partners Management New York	$2.76M	+$2.43M	1	0.85%	Increased
572	Regions Financial Corp Birmingham, Alabama	$2.75M	-$731K	7	0.03%	Reduced
573	CA Continental Advisors Park City, Utah	$2.75M	-$2.44M	1	1.28%	Reduced
574	TAMH Taikang Asset Management (HK) Hong Kong	$2.71M	$0	2	0.37%	Maintained
575	TCM Telos Capital Management San Diego, California	$2.71M	+$192K	1	0.84%	Increased