← 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	AFM Anson Funds Management Dallas, Texas	$2.05M	+$2.11M	1	0.84%	New
602	ARMC American Research & Management Company Marion, Massachusetts	$2.04M	-$91.4K	1	0.77%	Reduced
603	CCM Chickasaw Capital Management Memphis, Tennessee	$2.03M	-$27.3K	1	0.15%	Reduced
604	LIM Longfellow Investment Management Boston, Massachusetts	$2.03M	+$1.99M	1	0.69%	Increased
605	Everett Harris & Co Los Angeles, California	$2.01M	-$44.4K	1	0.05%	Reduced
606	LCM Lakewood Capital Management New York	$2M	+$3.69M	1	0.09%	New
607	DCM Dean Capital Management Overland Park, Kansas	$1.98M	+$761K	4	2.95%	Increased
608	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$1.96M	+$436K	1	0.88%	Increased
609	Steward Partners Investment Advisory New York	$1.96M	-$470K	6	0.07%	Reduced
610	Quantinno Capital Management New York	$1.96M	+$241K	5	1.22%	Increased
611	GS Gagnon Securities New York	$1.94M	+$33.4K	1	0.66%	Increased
612	HRT Financial New York	$1.92M	-$10.1M	2	0.12%	Reduced
613	UFF USA Financial Formulas Ada, Michigan	$1.9M	-$879K	2	1.21%	Reduced
614	CC Cannell Capital Alta, Wyoming	$1.9M	$0	1	0.79%	Maintained
615	EVC Eidelman Virant Capital Saint Louis, Missouri	$1.9M	+$1.13M	2	1.97%	Increased
616	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$1.9M	$0	2	0.6%	Maintained
617	ACM Argyle Capital Management Center Valley, Pennsylvania	$1.88M	-$15.1K	2	0.89%	Reduced
618	SAM Sompo Asset Management Tokyo, Japan	$1.88M	-$980K	1	0.5%	Reduced
619	Brandes Investment Partners La Jolla, California	$1.86M	-$65.3K	1	0.07%	Reduced
620	AR Advisory Research Chicago, Illinois	$1.85M	-$124K	1	0.13%	Reduced
621	AA Altman Advisors Chicago, Illinois	$1.84M	+$1.99M	1	1.71%	New
622	RSS Rosenblum Silverman Sutton San Francisco, California	$1.82M	-$85.9K	1	0.73%	Reduced
623	P Pitcairn Conshohocken, Pennsylvania	$1.82M	+$329K	2	0.22%	Increased
624	WAOTB Wealth Advisors of Tampa Bay Tampa, Florida	$1.81M	+$42.4K	1	2.03%	Increased
625	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.78M	-$218K	4	0.41%	Reduced