← 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	PSP Principal Street Partners Memphis, Tennessee	$4.2M	-$9.87M	1	1.11%	Reduced
577	Aptus Capital Advisors Fairhope, Alabama	$4.18M	-$57.6K	2	0.12%	Reduced
578	Simplex Trading Chicago, Illinois	$4.17M	-$209K	10	0%	Reduced
579	Soleus Capital Management Greenwich, Connecticut	$4.17M	+$4.27M	1	0.64%	New
580	ICM Invenomic Capital Management Boston, Massachusetts	$4.11M	+$1.99M	1	0.98%	Increased
581	Kestra Advisory Services Austin, Texas	$4.05M	-$18.9K	5	0.05%	Reduced
582	ALPS Advisors Denver, Colorado	$4.03M	-$206K	4	0.04%	Reduced
583	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$4M	+$214K	3	0.29%	Increased
584	ACM Altium Capital Management New York	$3.99M	+$4.1M	1	0.93%	New
585	Daiwa Securities Group Tokyo, Japan	$3.99M	+$124K	4	0.03%	Increased
586	Bridges Investment Management Omaha, Nebraska	$3.98M	-$107K	2	0.12%	Reduced
587	KeyBank National Association Cleveland, Ohio	$3.98M	-$1.05M	4	0.02%	Reduced
588	MC Middleton & Co Boston, Massachusetts	$3.95M	+$15.8K	1	0.43%	Increased
589	Vontobel Holding Zurich, Switzerland	$3.95M	-$273K	4	0.03%	Reduced
590	Ancora Advisors Cleveland, Ohio	$3.89M	+$2.18M	6	0.1%	Increased
591	TPCM Three Peaks Capital Management Castle Rock, Colorado	$3.88M	-$398K	1	1.19%	Reduced
592	IECM Intrinsic Edge Capital Management Chicago, Illinois	$3.87M	+$3.97M	1	0.23%	New
593	AAMA Advanced Asset Management Advisors Dublin, Ohio	$3.86M	$0	1	0.82%	Maintained
594	ARMC American Research & Management Company Marion, Massachusetts	$3.83M	+$338K	1	0.87%	Increased
595	BRCM Bright Rock Capital Management Hanover, Massachusetts	$3.82M	$0	1	0.92%	Maintained
596	CPO Cerity Partners OCIO New York	$3.81M	+$1.21M	3	0.12%	Increased
597	PP Prospector Partners Guilford, Connecticut	$3.81M	+$1.43M	1	0.48%	Increased
598	RSS Rosenblum Silverman Sutton San Francisco, California	$3.8M	-$19.6K	1	0.86%	Reduced
599	Mariner Overland Park, Kansas	$3.79M	-$180K	2	0.02%	Reduced
600	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$3.77M	-$1.63K	1	0.37%	Reduced