← 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
601	WPC White Pine Capital Bloomington, Minnesota	$1.65M	+$15.6K	1	0.7%	Increased
602	Capital International Inc Los Angeles, California	$1.64M	-$1.05M	1	0.18%	Reduced
603	CG Clinton Group New York	$1.64M	-$1.76M	2	0.1%	Reduced
604	GL GLG LLC New York	$1.62M	-$266K	2	0.1%	Reduced
605	Norinchukin Bank Tokyo, Japan	$1.62M	+$134K	2	0.04%	Increased
606	Clark Capital Management Group Philadelphia, Pennsylvania	$1.62M	-$40.8K	2	0.13%	Reduced
607	GIM Guardian Investment Management Tiburon, California	$1.61M	-$409K	1	1.85%	Reduced
608	WesBanco Bank Wheeling, West Virginia	$1.61M	$0	2	0.1%	Maintained
609	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$1.6M	+$249K	1	0.52%	Increased
610	PTC Private Trust Company Cleveland, Ohio	$1.59M	+$542K	2	0.43%	Increased
611	SC Saybrook Capital Winston Salem, North Carolina	$1.58M	-$22.4K	1	1%	Reduced
612	VHAM Van Hulzen Asset Management El Dorado Hills, California	$1.58M	-$2.99M	1	0.9%	Reduced
613	Daiwa Securities Group Tokyo, Japan	$1.56M	-$12M	3	0.01%	Reduced
614	SH Svenska Handelsbanken Stockholm, Sweden	$1.56M	+$1.46M	1	0.17%	New
615	SAM Security Asset Management New York	$1.55M	-$31.1K	1	1.52%	Reduced
616	JSAM J. Safra Asset Management New York	$1.53M	+$779K	1	1.25%	Increased
617	NGA Naples Global Advisors Naples, Florida	$1.53M	-$61.5K	1	0.64%	Reduced
618	Silvercrest Asset Management New York	$1.53M	+$1.41M	1	0.02%	New
619	LTI Laffer Tengler Investments Nashville, Tennessee	$1.53M	+$1.4M	1	0.41%	New
620	WhitTier Trust Company Reno, Nevada	$1.47M	-$406	3	0.17%	Reduced
621	BCM Bayesian Capital Management Brooklyn, New York	$1.47M	+$818K	3	1.39%	Increased
622	CIBC World Market Toronto, Ontario, Canada	$1.47M	+$640K	3	0.01%	Increased
623	BI Bulldog Investors Saddle Brook, New Jersey	$1.45M	+$1.45M	1	0.34%	New
624	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$1.45M	+$48.7K	1	1.53%	Increased
625	CBB Citizens Business Bank Ontario, California	$1.44M	-$87.8K	2	0.27%	Reduced