← 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	Daiwa Securities Group Tokyo, Japan	$5.41M	+$311K	4	0.03%	Increased
552	BCM Barometer Capital Management Toronto, Ontario, Canada	$5.41M	-$706K	2	1.53%	Reduced
553	Bessemer Group Woodbridge, New Jersey	$5.37M	-$574K	12	0.01%	Reduced
554	Exchange Traded Concepts Oklahoma City, Oklahoma	$5.32M	-$636K	10	0.14%	Reduced
555	TCM Telos Capital Management San Diego, California	$5.3M	+$517K	3	0.65%	Increased
556	Glenmede Trust Philadelphia, Pennsylvania	$5.3M	-$22.6M	7	0.03%	Reduced
557	MIP Marietta Investment Partners Milwaukee, Wisconsin	$5.3M	-$715K	1	1.32%	Reduced
558	NIP Nicholas Investment Partners Rancho Santa Fe, California	$5.26M	+$365K	1	0.62%	Increased
559	EP Edgestream Partners Princeton, New Jersey	$5.26M	+$1.71M	3	0.38%	Increased
560	CI Investments Inc Toronto, Ontario, Canada	$5.26M	+$2.79M	7	0.03%	Increased
561	BB Bell Bank Fargo, North Dakota	$5.24M	+$124K	1	0.51%	Increased
562	EGI EAM Global Investors Solana Beach, California	$5.18M	-$2.65K	1	1.25%	Reduced
563	EWM Elite Wealth Management Kirkland, Washington	$5.12M	$0	2	0.32%	Maintained
564	Gulf International Bank (UK) London, United Kingdom	$5.07M	-$541K	4	0.14%	Reduced
565	RAG RIA Advisory Group Des Moines, Iowa	$5.02M	+$1.18M	1	2.09%	New
566	SAM Shell Asset Management The Hague, Netherlands	$4.99M	-$1.11M	9	0.23%	Reduced
567	WC Whitney & Co Rochester, New York	$4.97M	+$4.44M	1	0.64%	New
568	ING Group Amsterdam, Netherlands	$4.9M	-$5.75M	3	0.04%	Reduced
569	Boothbay Fund Management New York	$4.9M	-$647K	6	0.13%	Reduced
570	Old Mission Capital Chicago, Illinois	$4.9M	-$8.87M	1	0.09%	Reduced
571	LCM Logan Capital Management Newtown Square, Pennsylvania	$4.9M	-$292K	4	0.23%	Reduced
572	SCM Shenkman Capital Management New York	$4.87M	$0	1	0.35%	Maintained
573	APG Asset Management US New York	$4.85M	+$4.34M	1	0.03%	New
574	GIA GHP Investment Advisors Denver, Colorado	$4.85M	+$48.9K	5	0.26%	Increased
575	PMIA Patrick Mauro Investment Advisor Oak Brook, Illinois	$4.85M	+$524K	2	2.89%	Increased