← 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	Bridgewater Associates Westport, Connecticut	$2.27M	+$2.55M	4	0.05%	New
577	Commerce Bank Kansas City, Missouri	$2.27M	+$242K	3	0.03%	Increased
578	Luther King Capital Management (LKCM) Fort Worth, Texas	$2.26M	-$1.14M	2	0.02%	Reduced
579	EP Wealth Advisors Torrance, California	$2.25M	+$805K	4	0.11%	Increased
580	LG Leuthold Group Minneapolis, Minnesota	$2.25M	+$2.55M	1	0.4%	New
581	CCM Cohen Capital Management Corte Madera, California	$2.24M	-$3.12M	1	0.66%	Reduced
582	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$2.23M	+$2.08M	1	0.28%	New
583	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$2.21M	-$319K	1	0.62%	Reduced
584	BDS Banco de Sabadell Miami, Florida	$2.21M	+$1.88M	1	0.35%	Increased
585	RIM Redpoint Investment Management Sydney, NSW, Australia	$2.2M	-$189K	3	0.14%	Reduced
586	DA DCF Advisers Greenwich, Connecticut	$2.18M	+$1.08M	1	1.43%	Increased
587	PGIM Pacific Global Investment Management Glendale, California	$2.18M	-$353K	3	0.69%	Reduced
588	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$2.17M	+$717K	8	0.01%	Increased
589	CAPTRUST Financial Advisors Raleigh, North Carolina	$2.17M	+$222K	5	0.05%	Increased
590	PP Prospector Partners Guilford, Connecticut	$2.16M	-$1.56M	1	0.41%	Reduced
591	BPM Bowling Portfolio Management Cincinnati, Ohio	$2.15M	-$728K	1	0.53%	Reduced
592	PAA Peregrine Asset Advisers Portland, Oregon	$2.13M	-$181K	2	1.6%	Reduced
593	Capital Investment Advisors Atlanta, Georgia	$2.11M	-$466K	1	0.13%	Reduced
594	CAM Crown Advisors Management Larkspur, California	$2.11M	+$1.87M	1	1.67%	New
595	Exencial Wealth Advisors Oklahoma City, Oklahoma	$2.09M	+$3.02M	1	0.37%	New
596	CI Cigna Investments Bloomfield, Connecticut	$2.08M	+$1.31M	3	0.27%	Increased
597	Financial Engines Advisors Santa Clara, California	$2.07M	-$278K	1	0.01%	Reduced
598	CA Continental Advisors Park City, Utah	$2.07M	-$1.34M	1	1.54%	Reduced
599	Saba Capital Management New York	$2.06M	+$2.63M	1	0.11%	New
600	PCM Penn Capital Management Philadelphia, Pennsylvania	$2.05M	+$285K	1	0.34%	Increased