← 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	ISSM Invesco Senior Secured Management New York	$4.99M	+$4.77M	1	12.19%	New
552	CWA Asset Management Group Naples, Florida	$4.95M	+$2.82M	3	0.18%	Increased
553	BCA Bernzott Capital Advisors Camarillo, California	$4.95M	+$150K	1	2.35%	Increased
554	MCB Morton Community Bank East Peoria, Illinois	$4.92M	+$192K	1	1.06%	Increased
555	SC Stolper & Co Tulsa, Oklahoma	$4.83M	+$105K	1	1.42%	Increased
556	Candriam SCA Strassen, Luxembourg, Luxembourg	$4.82M	+$2.55M	3	0.02%	Increased
557	GCP GSA Capital Partners London, United Kingdom	$4.78M	-$1.18M	7	0.41%	Reduced
558	Brown Advisory Baltimore, Maryland	$4.76M	+$1.53M	4	0.01%	Increased
559	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$4.75M	-$725K	2	0.04%	Reduced
560	Paradigm Capital Management Inc Albany, New York	$4.72M	-$3.31M	1	0.2%	Reduced
561	SGA Strategic Global Advisors Newport Beach, California	$4.72M	-$113K	1	0.73%	Reduced
562	Vident Advisory Alpharetta, Georgia	$4.7M	-$2.09M	4	0.04%	Reduced
563	TC TwinBeech Capital Purchase, New York	$4.68M	+$5.25M	3	0.33%	Increased
564	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$4.65M	+$1.02M	13	0%	Increased
565	Readystate Asset Management Chicago, Illinois	$4.65M	-$2.69M	2	0.19%	Reduced
566	HCM Huber Capital Management El Segundo, California	$4.6M	-$424K	1	0.68%	Reduced
567	Zurich Insurance Group Zurich, Switzerland	$4.59M	+$2.4M	2	0.03%	Increased
568	GIA GHP Investment Advisors Denver, Colorado	$4.58M	-$60.4K	4	0.19%	Reduced
569	IFP Advisors Tampa, Florida	$4.57M	+$336K	17	0.1%	Increased
570	Nissay Asset Management Tokyo, Japan	$4.56M	-$664K	1	0.02%	Reduced
571	EFG International Zurich,	$4.56M	+$4.67M	2	0.09%	New
572	Beutel, Goodman & Co Toronto, Ontario, Canada	$4.55M	+$4.51M	1	0.03%	New
573	IPW Inlet Private Wealth Jupiter, Florida	$4.55M	-$216K	1	1.06%	Reduced
574	IA Inspire Advisors Meridian, Idaho	$4.55M	-$6.86K	4	0.42%	Reduced
575	Walleye Trading New York	$4.54M	+$1.68M	8	0.01%	Increased