← 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	BCM BlueMar Capital Management Miami, Florida	$1.98M	+$1.84M	1	0.94%	New
602	OI Oakbrook Investments Lisle, Illinois	$1.97M	+$210K	3	0.13%	Increased
603	DTL Dynamic Technology Lab Singapore	$1.96M	+$1.42M	2	0.35%	Increased
604	Scotia Capital Toronto, Ontario, Canada	$1.96M	-$33K	2	0.03%	Reduced
605	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.96M	+$177K	4	0.17%	Increased
606	Whittier Trust South Pasadena, California	$1.94M	-$68.2K	6	0.07%	Reduced
607	Swiss Life Asset Management Zurich,	$1.92M	-$1.9M	2	0.04%	Reduced
608	Nordea Investment Management Stockholm, Sweden	$1.9M	-$97.1M	3	0%	Reduced
609	PC Pomelo Capital New York	$1.89M	+$1.94M	1	0.06%	New
610	CS Credential Securities Vancouver,	$1.87M	+$31.6K	2	0.45%	Increased
611	DWA Dorsey Wright & Associates Pasadena, California	$1.87M	+$1.74M	1	0.34%	New
612	Twin Tree Management Dallas, Texas	$1.86M	+$970K	2	0.01%	Increased
613	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$1.86M	-$30.6K	3	0.21%	Reduced
614	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$1.86M	+$1.81M	1	1.49%	New
615	KCP Kenmare Capital Partners New York	$1.84M	+$1.64M	1	2.01%	New
616	KL KWMG LLC Overland Park, Kansas	$1.83M	+$130K	1	0.55%	Increased
617	ACC Accident Compensation Corp Wellington, New Zealand	$1.83M	-$357K	1	0.51%	Reduced
618	EVC Eidelman Virant Capital Saint Louis, Missouri	$1.82M	-$975K	1	1.07%	Reduced
619	LBC Lowe Brockenbrough & Co Richmond, Virginia	$1.78M	-$247K	2	0.26%	Reduced
620	RAM Roumell Asset Management Chevy Chase, Maryland	$1.77M	+$1.64M	1	3.8%	New
621	BUB BBVA USA Bancshares Houston, Texas	$1.77M	-$522K	2	0.11%	Reduced
622	FTB First Trust Bank Nassau, Bahamas	$1.76M	+$791K	1	4.75%	Increased
623	RCC Red Cedar Capital Omaha, Nebraska	$1.76M	+$1.66M	2	1.48%	New
624	Steward Partners Investment Advisory New York	$1.75M	+$774K	7	0.13%	Increased
625	NSIM North Star Investment Management Chicago, Illinois	$1.75M	+$1.28M	7	0.21%	Increased