← 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	RIM Redpoint Investment Management Sydney, NSW, Australia	$2.58M	-$134K	3	0.14%	Reduced
602	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$2.58M	-$4.17M	1	0.62%	Reduced
603	WCM Wallace Capital Management Dallas, Texas	$2.58M	-$13.2K	1	0.47%	Reduced
604	Everett Harris & Co Los Angeles, California	$2.54M	-$101K	1	0.06%	Reduced
605	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$2.53M	+$2.5M	1	0.12%	New
606	Capital Investment Advisors Atlanta, Georgia	$2.5M	-$30.2K	1	0.13%	Reduced
607	Boston Partners Boston, Massachusetts	$2.47M	-$68.1M	2	0%	Reduced
608	HI Human Investing Lake Oswego, Oregon	$2.46M	-$27.2K	1	0.87%	Reduced
609	VanEck Associates New York	$2.46M	+$431K	2	0.01%	Increased
610	CAM Crown Advisors Management Larkspur, California	$2.42M	+$301K	1	1.65%	Increased
611	AA Altman Advisors Chicago, Illinois	$2.41M	+$12.4K	1	2.05%	Increased
612	Daiwa Securities Group Tokyo, Japan	$2.38M	$0	4	0.05%	Maintained
613	NewEdge Advisors New Orleans, Louisiana	$2.38M	+$1.18M	3	0.09%	Increased
614	SCM Stonepine Capital Management Bend, Oregon	$2.37M	-$469K	1	4.58%	Reduced
615	PFA Professional Financial Advisors North Platte, Nebraska	$2.37M	+$2.24M	2	3.1%	New
616	ETM Euclidean Technologies Management Seattle, Washington	$2.36M	+$1.56M	1	3.31%	New
617	AFS Amtrust Financial Services New York	$2.35M	+$2.15M	2	2.6%	New
618	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$2.35M	-$890K	2	0.05%	Reduced
619	AP Advisor Partners Walnut Creek, California	$2.34M	+$378K	5	0.22%	Increased
620	Steward Partners Investment Advisory New York	$2.34M	+$60.9K	7	0.07%	Increased
621	VCM Virtue Capital Management Brentwood, Tennessee	$2.33M	+$2.29M	2	0.54%	New
622	TPCM Three Peaks Capital Management Castle Rock, Colorado	$2.32M	+$2.2M	1	0.86%	New
623	CC Cannell Capital Alta, Wyoming	$2.31M	-$827K	1	0.87%	Reduced
624	Walleye Trading New York	$2.31M	-$3.29M	5	0.01%	Reduced
625	Atria Investments Charlotte, North Carolina	$2.3M	+$1.34M	2	0.08%	Increased