← 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	SFCM Savoir Faire Capital Management Norwalk, Connecticut	$5.54M	+$3.21M	1	2.15%	Increased
552	KFO Kopp Family Office Bloomington, Minnesota	$5.5M	+$2.08K	1	3.41%	Increased
553	BOK Financial Tulsa, Oklahoma	$5.47M	+$610K	6	0.1%	Increased
554	NIP Nicholas Investment Partners Rancho Santa Fe, California	$5.47M	+$48.3K	1	0.57%	Increased
555	OAM Ostrum Asset Management Paris, France	$5.46M	-$2.38M	4	0.48%	Reduced
556	PEAK6 Investments Chicago, Illinois	$5.46M	-$11.5M	6	0.01%	Reduced
557	CCLA Investment Management London, United Kingdom	$5.43M	+$168K	1	0.08%	Increased
558	NIM Nicollet Investment Management Minneapolis, Minnesota	$5.42M	-$87.2K	1	2.02%	Reduced
559	Focus Partners Wealth Boston, Massachusetts	$5.38M	+$5.19M	6	0.02%	Increased
560	BB Bell Bank Fargo, North Dakota	$5.29M	-$98.1K	1	0.45%	Reduced
561	Atria Investments Charlotte, North Carolina	$5.27M	+$1.53M	6	0.07%	Increased
562	ZB Zions Bancorporation Salt Lake City, Utah	$5.24M	+$1.22M	6	0.42%	Increased
563	BCM Birch Capital Management Dallas, Texas	$5.21M	+$181K	1	2.71%	Increased
564	PD Point72 (DIFC) Dubai, United Arab Emirates	$5.2M	+$4.95M	4	0.19%	Increased
565	Private Advisor Group Morristown, New Jersey	$5.2M	+$88.9K	5	0.03%	Increased
566	SteelPeak Wealth Woodland Hills, California	$5.2M	$0	1	0.24%	Maintained
567	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$5.12M	-$391K	1	0.5%	Reduced
568	Chartwell Investment Partners Berywn, Pennsylvania	$5.1M	-$620K	2	0.18%	Reduced
569	Gulf International Bank (UK) London, United Kingdom	$5.08M	-$118K	4	0.13%	Reduced
570	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$5.07M	-$208K	1	1.22%	Reduced
571	KLC Kent Lake Capital Reno, Nevada	$5M	+$5.08M	1	2.25%	New
572	Polar Asset Management Partners Toronto, Ontario, Canada	$4.98M	-$1.58M	2	0.1%	Reduced
573	DIA Dean Investment Associates Beavercreek, Ohio	$4.97M	+$2.89M	2	0.71%	Increased
574	AF Ally Financial Detroit, Michigan	$4.95M	+$1.26M	1	0.61%	Increased
575	FP Factorial Partners Mt. Kisco, New York	$4.94M	$0	1	3.04%	Maintained