← 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	TBC Tweedy, Browne Co Stamford, Connecticut	$5.54M	-$9.85M	1	0.29%	Reduced
552	Carson Wealth (CWM LLC) Omaha, Nebraska	$5.53M	+$133K	19	0.04%	Increased
553	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$5.52M	-$313K	1	0.62%	Reduced
554	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$5.51M	-$1.39M	4	0.17%	Reduced
555	PEAK6 Investments Chicago, Illinois	$5.45M	-$448K	7	0.03%	Reduced
556	BCM Birch Capital Management Dallas, Texas	$5.44M	-$5.56K	2	3.74%	Reduced
557	Bleakley Financial Group Fairfield, New Jersey	$5.41M	+$5.13M	3	0.19%	New
558	River Road Asset Management Louisville, Kentucky	$5.38M	-$40.9M	1	0.07%	Reduced
559	Tiedemann Advisors New York	$5.38M	+$7.09M	1	0.26%	New
560	PWC PYA Waltman Capital Knoxville, Tennessee	$5.37M	+$41.5K	1	2.82%	Increased
561	OneDigital Investment Advisors Overland Park, Kansas	$5.36M	+$358K	3	0.16%	Increased
562	ArrowMark Colorado Holdings Denver, Colorado	$5.36M	$0	1	0.06%	Maintained
563	Ancora Advisors Cleveland, Ohio	$5.36M	-$207K	6	0.15%	Reduced
564	FPCM Financial Partners Capital Management New York	$5.35M	+$97.9K	1	1.19%	Increased
565	CCM Cohen Capital Management Corte Madera, California	$5.28M	-$206K	2	1.07%	Reduced
566	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$5.27M	+$1.26M	4	0.11%	Increased
567	CEI Clark Estates Inc New York	$5.25M	+$305K	2	1.09%	Increased
568	PP PDT Partners New York	$5.22M	+$187K	3	0.85%	Increased
569	MLICM Metropolitan Life Insurance Company (MetLife) New York	$5.21M	-$98.4K	17	0.23%	Reduced
570	Kentucky Retirement Systems Frankfort, Kentucky	$5.19M	+$22.7K	4	0.2%	Increased
571	Banco Santander Madrid, Spain	$5.17M	-$6.13M	1	0.08%	Reduced
572	EWM Elite Wealth Management Kirkland, Washington	$5.17M	$0	2	0.47%	Maintained
573	PWAM Park West Asset Management San Francisco, California	$5.13M	+$4.81M	1	0.5%	New
574	Y-Intercept (HK) Hong Kong	$5.12M	+$4.08M	7	0.76%	Increased
575	PMEF Point72 Middle East FZE Dubai, United Arab Emirates	$5.11M	+$5.13M	12	0.22%	New