← 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	BRCM Bright Rock Capital Management Hanover, Massachusetts	$3.26M	$0	1	1.02%	Maintained
552	CAPTRUST Financial Advisors Raleigh, North Carolina	$3.24M	+$456K	7	0.05%	Increased
553	Cullen Capital Management New York	$3.23M	-$283K	1	0.18%	Reduced
554	TIM Thompson Investment Management Madison, Wisconsin	$3.19M	+$295K	2	0.62%	Increased
555	WCMNY Westchester Capital Management (New York) Valhalla, New York	$3.15M	-$1.16M	1	0.14%	Reduced
556	CCM Cadence Capital Management Boston, Massachusetts	$3.15M	+$1.65M	3	0.46%	Increased
557	SIM Sentry Investment Management Stevens Point, Wisconsin	$3.11M	-$364K	3	0.19%	Reduced
558	CIA Capital Impact Advisors Boston, Massachusetts	$3.1M	-$1.03M	1	1.03%	Reduced
559	OPA Old Port Advisors Portland, Maine	$3.09M	+$40.8K	1	1.62%	Increased
560	ACM AlphaCrest Capital Management New York	$3.09M	-$1.08M	4	0.51%	Reduced
561	SNS Financial Group Minneapolis, Minnesota	$3.07M	-$124K	1	0.56%	Reduced
562	PAA Peregrine Asset Advisers Portland, Oregon	$3.05M	+$492K	2	1.73%	Increased
563	CGC Continental Grain Company New York	$3.05M	+$2.58M	1	1.37%	New
564	PCM Penn Capital Management Philadelphia, Pennsylvania	$3.05M	+$708K	1	0.4%	Increased
565	Exencial Wealth Advisors Oklahoma City, Oklahoma	$3.04M	+$661K	1	0.26%	Increased
566	HVIA Hudson Valley Investment Advisors Goshen, New York	$3.04M	-$620K	1	0.71%	Reduced
567	FIM Freedom Investment Management Hartford, Connecticut	$3M	-$1.17M	6	0.33%	Reduced
568	SEC Seven Eight Capital New York	$2.99M	+$1.35M	1	2.19%	Increased
569	EP Wealth Advisors Torrance, California	$2.96M	-$1.71M	3	0.04%	Reduced
570	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$2.96M	+$241K	7	0.01%	Increased
571	Commerce Bank Kansas City, Missouri	$2.96M	+$230K	3	0.03%	Increased
572	Epoch Investment Partners New York	$2.95M	+$2.75M	1	0.02%	New
573	LG Leuthold Group Minneapolis, Minnesota	$2.89M	-$68.5K	1	0.43%	Reduced
574	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$2.88M	$0	1	0.68%	Maintained
575	DA DCF Advisers Greenwich, Connecticut	$2.88M	$0	1	1.61%	Maintained