← 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	MGM Miura Global Management New York	$4.81M	+$2.43M	1	2.88%	Increased
552	DTL Dynamic Technology Lab Singapore	$4.81M	+$4.61M	8	0.47%	Increased
553	Carson Wealth (CWM LLC) Omaha, Nebraska	$4.8M	-$2.18M	17	0.04%	Reduced
554	EF Exeter Financial Scottsdale, Arizona	$4.77M	$0	2	2.77%	Maintained
555	PSP Principal Street Partners Memphis, Tennessee	$4.75M	-$160K	1	1.26%	Reduced
556	CCLA Investment Management London, United Kingdom	$4.74M	+$4.94M	1	0.11%	New
557	Ancora Advisors Cleveland, Ohio	$4.69M	+$1.06M	5	0.15%	Increased
558	ArrowMark Colorado Holdings Denver, Colorado	$4.64M	$0	1	0.06%	Maintained
559	OCM Osterweis Capital Management San Francisco, California	$4.64M	-$616K	1	0.35%	Reduced
560	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$4.61M	+$2.68M	1	0.3%	Increased
561	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$4.6M	-$705K	4	0.07%	Reduced
562	Oppenheimer & Co New York	$4.59M	-$2.46M	4	0.11%	Reduced
563	Orion Portfolio Solutions Omaha, Nebraska	$4.58M	+$74.7K	2	0.18%	Increased
564	OneDigital Investment Advisors Overland Park, Kansas	$4.56M	+$18.5K	2	0.17%	Increased
565	CCM Cohen Capital Management Corte Madera, California	$4.53M	-$143K	2	1%	Reduced
566	RBC Romano Brothers & Co Evanston, Illinois	$4.46M	+$4.65M	3	0.72%	New
567	TCM Telos Capital Management San Diego, California	$4.43M	+$117K	1	0.73%	Increased
568	SAM Shell Asset Management The Hague, Netherlands	$4.43M	-$1.16M	10	0.17%	Reduced
569	FPCM Financial Partners Capital Management New York	$4.42M	+$143K	1	1.05%	Increased
570	EWM Elite Wealth Management Kirkland, Washington	$4.42M	$0	2	0.38%	Maintained
571	Caption Management Oklahoma City, Oklahoma	$4.41M	-$13.8M	5	0.06%	Reduced
572	GIM Goelzer Investment Management Carmel, Indiana	$4.38M	-$43.4K	1	0.44%	Reduced
573	Advisors Asset Management Monument, Colorado	$4.38M	+$137K	6	0.09%	Increased
574	Mercer Global Advisors Denver, Colorado	$4.36M	-$548K	4	0.03%	Reduced
575	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$4.34M	+$1.38M	9	0.74%	Increased