← 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
576	Horizon Investments Charlotte, North Carolina	$3.2M	+$1.95M	2	0.11%	Increased
577	PCM Prelude Capital Management New York	$3.19M	+$2.04M	7	0.19%	Increased
578	Prime Capital Investment Advisors Overland Park, Kansas	$3.15M	+$3.55M	1	1%	New
579	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$3.08M	+$2.07M	6	0.58%	Increased
580	IC InterOcean Capital Chicago, Illinois	$3.05M	+$281K	1	0.32%	Increased
581	Eagle Global Advisors Houston, Texas	$3.01M	-$100K	1	0.09%	Reduced
582	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$3.01M	-$8.25M	2	0%	Reduced
583	RCM Ratan Capital Management Miami Beach, Florida	$2.99M	-$5.63M	1	1.86%	Reduced
584	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$2.98M	-$262K	1	0.24%	Reduced
585	SP Summit Partners Boston, Massachusetts	$2.98M	$0	1	0.41%	Maintained
586	DCM Dean Capital Management Overland Park, Kansas	$2.95M	+$3.41M	1	2.08%	New
587	DZ Bank Frankfurt Am Main, Germany	$2.95M	-$1.95M	3	0.01%	Reduced
588	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.93M	-$1.78M	2	0.13%	Reduced
589	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$2.92M	+$233K	2	1.5%	Increased
590	YMRC Yorktown Management & Research Company Forest, Virginia	$2.91M	+$1.25M	4	0.85%	Increased
591	ACM Argyle Capital Management Center Valley, Pennsylvania	$2.88M	$0	2	1.08%	Maintained
592	GIA GHP Investment Advisors Denver, Colorado	$2.87M	-$58.1K	3	0.38%	Reduced
593	Maven Securities St Helier, Jersey	$2.87M	+$3.04M	2	1.05%	New
594	PIA Piedmont Investment Advisors Durham, North Carolina	$2.87M	-$3.29M	5	0.12%	Reduced
595	Hardman Johnston Global Advisors Stamford, Connecticut	$2.86M	$0	1	0.12%	Maintained
596	RCC Red Cedar Capital Omaha, Nebraska	$2.83M	+$1.24M	2	2.49%	Increased
597	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$2.81M	-$20.3K	1	1.51%	Reduced
598	Stephens Inc Little Rock, Arkansas	$2.77M	-$24.4K	4	0.07%	Reduced
599	TAMH Taikang Asset Management (HK) Hong Kong	$2.77M	$0	2	0.34%	Maintained
600	Avalon Investment & Advisory Houston, Texas	$2.75M	+$182K	1	0.08%	Increased