← 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	SM Sciencast Management Princeton, New Jersey	$1.74M	+$1.67M	1	0.76%	New
602	Nippon Life Insurance Tokyo, Japan	$1.74M	-$38K	1	0.04%	Reduced
603	BCM Basso Capital Management Stamford, Connecticut	$1.74M	+$420K	1	0.27%	Increased
604	SEC Seven Eight Capital New York	$1.74M	+$757K	4	0.6%	Increased
605	VHAM Van Hulzen Asset Management El Dorado Hills, California	$1.67M	-$49.8K	1	0.95%	Reduced
606	FAB First American Bank Dundee, Illinois	$1.66M	+$1.29M	1	0.16%	Increased
607	Coldstream Capital Management Bellevue, Washington	$1.64M	+$1.21M	2	0.29%	Increased
608	TCMG TSP Capital Management Group Summit, New Jersey	$1.63M	-$582K	1	0.85%	Reduced
609	IFP Advisors Tampa, Florida	$1.61M	+$1.33M	9	0.09%	Increased
610	SAM Security Asset Management New York	$1.61M	-$21.2K	1	1.55%	Reduced
611	Clark Capital Management Group Philadelphia, Pennsylvania	$1.6M	-$131K	2	0.1%	Reduced
612	Jefferies Group New York	$1.59M	-$4.38M	4	0.01%	Reduced
613	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$1.57M	-$9.31K	1	1.64%	Reduced
614	Pinnacle Associates New York	$1.57M	-$125K	2	0.03%	Reduced
615	TC TFS Capital West Chester, Pennsylvania	$1.56M	-$532K	2	0.29%	Reduced
616	KIA KCM Investment Advisors Greenbrae, California	$1.54M	+$61.8K	1	0.11%	Increased
617	AAM Aston Asset Management Chicago, Illinois	$1.54M	+$2.29K	1	0.94%	Increased
618	IndexIQ Advisors New York	$1.53M	+$922K	1	0.09%	Increased
619	NGA Naples Global Advisors Naples, Florida	$1.53M	-$108K	1	0.63%	Reduced
620	GTP Global Thematic Partners New York	$1.53M	-$377K	1	0.04%	Reduced
621	BUB BBVA USA Bancshares Houston, Texas	$1.52M	+$670K	2	0.11%	Increased
622	Dynamic Advisor Solutions Phoenix, Arizona	$1.52M	+$39.9K	1	0.61%	Increased
623	Bellevue Group Kuesnacht, Switzerland	$1.51M	-$529K	2	0.28%	Reduced
624	DCM Dean Capital Management Overland Park, Kansas	$1.5M	+$1.51M	2	2.06%	New
625	FBT First Bankers Trust Louisville, Kentucky	$1.49M	-$794K	2	0.83%	Reduced