← 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	ETrade Capital Management Arlington, Virginia	$2.74M	-$1.03M	4	0.08%	Reduced
602	Hennessy Advisors Inc Novato, California	$2.73M	-$98.7K	1	0.1%	Reduced
603	HL Financial Services Louisville, Kentucky	$2.73M	+$145K	1	0.04%	Increased
604	DWA Dorsey Wright & Associates Pasadena, California	$2.72M	+$329K	3	0.5%	Increased
605	TCM Telos Capital Management San Diego, California	$2.72M	-$613K	1	0.87%	Reduced
606	CCM Cadence Capital Management Boston, Massachusetts	$2.71M	-$662K	3	0.15%	Reduced
607	SFM Systematic Financial Management Teaneck, New Jersey	$2.71M	-$711K	2	0.07%	Reduced
608	ACM Ativo Capital Management Chicago, Illinois	$2.7M	-$411K	2	0.72%	Reduced
609	Brinker Capital Berwyn, Pennsylvania	$2.67M	+$92.6K	4	0.1%	Increased
610	LOAMU Lombard Odier Asset Management (USA) New York	$2.66M	-$4.88M	1	0.2%	Reduced
611	BNP Paribas Asset Management Paris, France	$2.65M	+$284K	3	0.02%	Increased
612	Cerity Partners New York	$2.62M	+$421K	2	0.18%	Increased
613	Laurion Capital Management New York	$2.61M	+$191K	3	0.03%	Increased
614	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$2.6M	+$403K	1	1.12%	Increased
615	FL Fort LP Chevy Chase, Maryland	$2.59M	+$2.32M	4	0.58%	Increased
616	GS Gagnon Securities New York	$2.58M	-$10K	1	0.59%	Reduced
617	Tower Research Capital (TRC) New York	$2.58M	-$397K	13	0.19%	Reduced
618	NCGI Next Century Growth Investors Plymouth, Minnesota	$2.55M	-$111K	1	0.3%	Reduced
619	Shelton Capital Management Denver, Colorado	$2.54M	-$755K	3	0.15%	Reduced
620	EULAV Asset Management Sarasota, Florida	$2.53M	$0	1	0.11%	Maintained
621	SM SG3 Management Dorado, Puerto Rico	$2.51M	+$2.47M	1	0.38%	New
622	WCM Wallace Capital Management Dallas, Texas	$2.51M	+$4.86K	1	0.32%	Increased
623	Financial Engines Advisors Santa Clara, California	$2.5M	-$541K	1	0.05%	Reduced
624	Wolverine Asset Management Chicago, Illinois	$2.49M	-$2.53M	2	0.03%	Reduced
625	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$2.45M	+$1.22M	2	1.19%	Increased