← 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	WCM Wallace Capital Management Dallas, Texas	$3.03M	-$109K	1	0.4%	Reduced
552	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$3.02M	-$256K	1	2.21%	Reduced
553	SNS Financial Group Minneapolis, Minnesota	$3M	+$2.82M	1	0.57%	New
554	Sowell Financial Services North Little Rock, Arkansas	$2.88M	+$2.83M	7	0.24%	New
555	Verition Fund Management Greenwich, Connecticut	$2.85M	+$919K	3	0.08%	Increased
556	EW Evoke Wealth Los Angeles, California	$2.85M	+$2.78M	9	0.35%	New
557	HP Hikari Power Tokyo, Japan	$2.82M	$0	2	0.3%	Maintained
558	Vident Investment Advisory Alpharetta, Georgia	$2.81M	+$434K	3	0.25%	Increased
559	KPCM Kings Point Capital Management Great Neck, New York	$2.8M	+$136K	2	0.47%	Increased
560	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2.79M	+$34K	8	0.16%	Increased
561	CAM ClariVest Asset Management San Diego, California	$2.79M	-$588K	2	0.06%	Reduced
562	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$2.79M	$0	4	0.51%	Maintained
563	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$2.78M	+$761K	7	0.72%	Increased
564	Wealthfront Advisers Palo Alto, California	$2.77M	+$300K	3	0.02%	Increased
565	Laurion Capital Management New York	$2.74M	+$849K	2	0.02%	Increased
566	Capital Investment Advisors Atlanta, Georgia	$2.72M	-$32.5K	1	0.14%	Reduced
567	CPO Cerity Partners OCIO New York	$2.71M	+$28.1K	1	0.14%	Increased
568	Stephens Inc Little Rock, Arkansas	$2.69M	+$159K	3	0.06%	Increased
569	OA Oak Associates Akron, Ohio	$2.68M	-$4.26M	1	0.17%	Reduced
570	Oberweis Asset Management Lisle, Illinois	$2.67M	+$1.82M	2	0.6%	Increased
571	Schonfeld Strategic Advisors New York	$2.65M	-$66.9K	3	0.08%	Reduced
572	Arrowstreet Capital Boston, Massachusetts	$2.64M	-$47.9M	2	0.01%	Reduced
573	CC Cannell & Co New York	$2.63M	-$195K	1	0.1%	Reduced
574	OCM Osterweis Capital Management San Francisco, California	$2.62M	-$2.12M	1	0.19%	Reduced
575	Perigon Wealth Management San Francisco, California	$2.62M	+$324K	1	0.61%	Increased