← 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	Evercore Wealth Management New York	$3.29M	-$374K	1	0.09%	Reduced
577	Vestcor Inc Fredericton, New Brunswick, Canada	$3.29M	+$3.04M	4	0.15%	New
578	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$3.12M	+$545K	4	0.26%	Increased
579	BRCM Bright Rock Capital Management Hanover, Massachusetts	$3.1M	$0	1	0.91%	Maintained
580	CIM Cowen Investment Management New York	$3.08M	$0	1	1%	Maintained
581	Glazer Capital LLC New York	$3.08M	-$19.3M	1	0.38%	Reduced
582	RBF Capital San Francisco, California	$3.06M	+$585K	1	0.29%	Increased
583	Oberweis Asset Management Lisle, Illinois	$3.04M	+$313K	2	1.01%	Increased
584	Maven Securities St Helier, Jersey	$3.03M	+$2.88M	1	0.27%	New
585	Zacks Investment Management Chicago, Illinois	$3.02M	-$1.33M	2	0.06%	Reduced
586	Capital Investment Advisors Atlanta, Georgia	$3M	-$29.5K	1	0.14%	Reduced
587	Kentucky Retirement Systems Frankfort, Kentucky	$3M	-$11.1K	4	0.22%	Reduced
588	PIA Piedmont Investment Advisors Durham, North Carolina	$2.95M	+$165K	3	0.1%	Increased
589	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$2.94M	$0	4	0.5%	Maintained
590	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$2.94M	+$2.73M	1	0.77%	New
591	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$2.93M	+$24.3K	6	0.05%	Increased
592	Steward Partners Investment Advisory New York	$2.92M	+$23.9K	7	0.09%	Increased
593	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$2.9M	+$627K	1	0.26%	Increased
594	OPA Old Port Advisors Portland, Maine	$2.88M	+$81.4K	1	1.39%	Increased
595	GS Gagnon Securities New York	$2.85M	+$95.3K	1	0.62%	Increased
596	CG Cutler Group San Francisco, California	$2.82M	+$1.82M	4	0.17%	Increased
597	PCM Prentice Capital Management Greenwich, Connecticut	$2.82M	+$2.8M	1	1.33%	New
598	BPM Bowling Portfolio Management Cincinnati, Ohio	$2.82M	+$2.49M	1	0.48%	New
599	SMH Sanders Morris Harris Houston, Texas	$2.81M	$0	1	0.64%	Maintained
600	BAM Blueshift Asset Management Red Bank, New Jersey	$2.8M	-$4.42M	4	0.32%	Reduced