← 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	RCYC Richard C. Young & Co Newport, Rhode Island	$4.11M	+$4.11M	1	0.56%	New
577	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$4.1M	+$1.05M	5	0.18%	Increased
578	BRCM Bright Rock Capital Management Hanover, Massachusetts	$4.08M	$0	1	1.02%	Maintained
579	TA Tamarack Advisers Carlsbad, California	$4.08M	-$3.02M	1	1.29%	Reduced
580	JPC Jabodon PT Co Reno, Nevada	$4.08M	+$4.23M	1	1.69%	New
581	Sit Investment Associates Minneapolis, Minnesota	$4.05M	+$124K	1	0.11%	Increased
582	ARMC American Research & Management Company Marion, Massachusetts	$4.03M	-$61.5K	1	0.93%	Reduced
583	Daiwa Securities Group Tokyo, Japan	$4.03M	+$147K	4	0.03%	Increased
584	Woodline Partners San Francisco, California	$4M	-$5.54M	2	0.07%	Reduced
585	EWM Elite Wealth Management Kirkland, Washington	$4M	$0	2	0.76%	Maintained
586	DIA Dean Investment Associates Beavercreek, Ohio	$4M	-$251K	2	0.75%	Reduced
587	NC Nixon Capital Austin, Texas	$3.97M	-$2.65M	1	2.03%	Reduced
588	VanEck Associates New York	$3.94M	-$677K	3	0.01%	Reduced
589	AAM Ascension Asset Management New York	$3.94M	$0	1	2.58%	Maintained
590	DCM Dupont Capital Management Wilmington, Delaware	$3.93M	-$2.7M	7	0.12%	Reduced
591	SCM Stanley Capital Management Houston, Texas	$3.92M	+$1.54M	1	1.45%	Increased
592	PSP Principal Street Partners Memphis, Tennessee	$3.89M	-$20.7K	1	1.06%	Reduced
593	B. Metzler seel. Sohn & Co Frankfurt, Germany	$3.88M	-$731K	4	0.06%	Reduced
594	Mariner Overland Park, Kansas	$3.86M	+$576K	2	0.02%	Increased
595	DJSG D.J. St. Germain Springfield, Massachusetts	$3.86M	+$10.9K	1	0.24%	Increased
596	Ameritas Investment Partners Lincoln, Nebraska	$3.82M	-$314K	15	0.14%	Reduced
597	GCP GSA Capital Partners London, United Kingdom	$3.81M	+$2.79M	5	0.39%	Increased
598	MIS Morningstar Investment Services Chicago, Illinois	$3.79M	+$136K	1	0.04%	Increased
599	RSS Rosenblum Silverman Sutton San Francisco, California	$3.77M	+$40.8K	1	0.86%	Increased
600	FVCM F&V Capital Management Boca Raton, Florida	$3.75M	+$257K	1	1.5%	Increased