← 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	AAM Auxier Asset Management Aurora, Oregon	$2.8M	-$20.2K	3	0.52%	Reduced
602	EAM Eukles Asset Management Cincinnati, Ohio	$2.79M	-$12.3K	1	2.27%	Reduced
603	UFF USA Financial Formulas Ada, Michigan	$2.77M	+$2.57M	1	1.15%	New
604	PAA Peregrine Asset Advisers Portland, Oregon	$2.75M	+$165K	2	0.63%	Increased
605	ECM Endurant Capital Management San Mateo, California	$2.74M	+$584K	2	0.86%	Increased
606	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.74M	$0	3	0.16%	Maintained
607	DLG Daniel L. Goodwin	$2.74M	+$2.42M	1	1.19%	New
608	AAMA Advanced Asset Management Advisors Dublin, Ohio	$2.74M	$0	1	0.83%	Maintained
609	Eventide Asset Management Boston, Massachusetts	$2.71M	+$1.9M	1	0.08%	Increased
610	Picton Mahoney Asset Management Toronto, Ontario, Canada	$2.7M	+$147K	3	0.18%	Increased
611	SCM Stevens Capital Management Radnor, Pennsylvania	$2.69M	+$2.42M	4	0.25%	New
612	GC Globeflex Capital San Diego, California	$2.69M	+$1.1M	4	0.5%	Increased
613	PCM Penn Capital Management Philadelphia, Pennsylvania	$2.69M	+$6.04K	1	0.28%	Increased
614	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2.69M	-$504K	8	0.15%	Reduced
615	CMO Covenant Multifamily Offices San Antonio, Texas	$2.68M	+$24.1M	1	0.46%	New
616	WRBC W.R. Berkley Corp Greenwich, Connecticut	$2.67M	-$6.91M	1	0.49%	Reduced
617	SM Sciencast Management Princeton, New Jersey	$2.63M	+$171K	4	0.7%	Increased
618	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$2.63M	+$288K	1	0.59%	Increased
619	HCM Harspring Capital Management New York	$2.63M	+$2.32M	1	1.7%	New
620	TRAM Tuscan Ridge Asset Management Chicago, Illinois	$2.62M	+$1.03M	2	0.27%	Increased
621	Commerce Bank Kansas City, Missouri	$2.62M	+$230K	3	0.03%	Increased
622	DIA Dean Investment Associates Beavercreek, Ohio	$2.59M	+$219K	2	0.41%	Increased
623	CAPTRUST Financial Advisors Raleigh, North Carolina	$2.59M	+$1.11M	3	0.04%	Increased
624	WCM Wallace Capital Management Dallas, Texas	$2.59M	-$203K	1	0.36%	Reduced
625	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$2.58M	+$1.74M	1	1.04%	Increased