← 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	SI Sapience Investments Newport Beach, California	$2.33M	-$1.21M	1	0.32%	Reduced
602	SMH Sanders Morris Harris Houston, Texas	$2.32M	$0	1	0.56%	Maintained
603	PAA Peregrine Asset Advisers Portland, Oregon	$2.32M	-$370K	1	1.31%	Reduced
604	CCG Cypress Capital Group Palm Beach, Florida	$2.29M	-$157K	2	0.44%	Reduced
605	Central Trust Company Jefferson City, Missouri	$2.29M	+$578K	5	0.13%	Increased
606	Cetera Advisor Networks El Segundo, California	$2.28M	+$919K	3	0.07%	Increased
607	IAM ICM Asset Management Spokane, Washington	$2.28M	-$97.6K	1	1.76%	Reduced
608	CIBC Private Wealth Group Atlanta, Georgia	$2.28M	-$472K	1	0.01%	Reduced
609	PCM Penn Capital Management Philadelphia, Pennsylvania	$2.27M	+$190K	1	0.24%	Increased
610	FIA FNY Investment Advisers New York	$2.27M	+$2.31M	4	0.69%	Increased
611	EP Elkfork Partners Portland, Oregon	$2.26M	-$1.17M	3	0.06%	Reduced
612	CCM Cohen Capital Management Corte Madera, California	$2.25M	$0	1	0.52%	Maintained
613	FFC First Financial Corp Terre Haute, Indiana	$2.25M	-$57.6K	2	1.76%	Reduced
614	RBF Capital San Francisco, California	$2.24M	+$2.36M	1	0.25%	New
615	Brandes Investment Partners La Jolla, California	$2.23M	-$37.3K	1	0.06%	Reduced
616	OI Oakbrook Investments Lisle, Illinois	$2.23M	-$1.56M	2	0.15%	Reduced
617	Daiwa Securities Group Tokyo, Japan	$2.22M	+$116K	4	0.02%	Increased
618	BOK Financial Tulsa, Oklahoma	$2.22M	-$597K	3	0.05%	Reduced
619	Picton Mahoney Asset Management Toronto, Ontario, Canada	$2.21M	+$920K	2	0.16%	Increased
620	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$2.18M	+$49.9K	8	0.08%	Increased
621	EVC Eidelman Virant Capital Saint Louis, Missouri	$2.17M	+$1.62M	1	1.25%	New
622	Everett Harris & Co Los Angeles, California	$2.17M	-$116K	1	0.05%	Reduced
623	SM Sciencast Management Princeton, New Jersey	$2.14M	+$412K	2	0.71%	Increased
624	Eagle Asset Management St Petersburg, Florida	$2.13M	-$371K	2	0.01%	Reduced
625	AAM Ascension Asset Management New York	$2.12M	-$167K	1	1.96%	Reduced