← 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	BRCM Bright Rock Capital Management Hanover, Massachusetts	$2.61M	$0	1	0.82%	Maintained
577	SRAM Stone Ridge Asset Management New York	$2.6M	-$46K	5	0.16%	Reduced
578	Tower Research Capital (TRC) New York	$2.6M	+$990K	13	0.18%	Increased
579	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$2.6M	-$32.2M	6	0.06%	Reduced
580	DTL Dynamic Technology Lab Singapore	$2.59M	-$1.62M	3	0.46%	Reduced
581	CIBC World Market Toronto, Ontario, Canada	$2.59M	-$9.64M	4	0.01%	Reduced
582	MML Investors Services Springfield, Massachusetts	$2.59M	-$745K	2	0.04%	Reduced
583	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$2.59M	+$41.1K	1	0.48%	Increased
584	ACM Argyle Capital Management Center Valley, Pennsylvania	$2.59M	-$20.2K	2	0.98%	Reduced
585	Kentucky Retirement Systems Frankfort, Kentucky	$2.59M	+$147K	4	0.21%	Increased
586	Davenport & Co Richmond, Virginia	$2.52M	-$14.1K	2	0.03%	Reduced
587	AAM Auxier Asset Management Aurora, Oregon	$2.51M	-$21.3K	3	0.51%	Reduced
588	DA Denali Advisors San Diego, California	$2.51M	+$842K	3	0.35%	Increased
589	FIM Freedom Investment Management Hartford, Connecticut	$2.5M	-$311K	6	0.22%	Reduced
590	HR Howe & Rusling Rochester, New York	$2.47M	-$137K	4	0.43%	Reduced
591	Steward Partners Investment Advisory New York	$2.46M	+$163K	7	0.08%	Increased
592	AAMA Advanced Asset Management Advisors Dublin, Ohio	$2.45M	+$2.3M	1	0.79%	New
593	EAM Eukles Asset Management Cincinnati, Ohio	$2.44M	-$4.46K	1	2.12%	Reduced
594	PIA Piedmont Investment Advisors Durham, North Carolina	$2.41M	+$43.7K	3	0.09%	Increased
595	ING Group Amsterdam, Netherlands	$2.41M	+$765K	3	0.06%	Increased
596	OPA Old Port Advisors Portland, Maine	$2.4M	+$55.1K	1	1.26%	Increased
597	FBCM Fort Baker Capital Management Larkspur, California	$2.4M	-$1.32M	1	2.21%	Reduced
598	Empowered Funds Havertown, Pennsylvania	$2.36M	+$2.44M	1	1.03%	New
599	Fred Alger Management New York	$2.36M	+$2.23M	1	0.01%	New
600	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.36M	+$151K	3	0.15%	Increased