← 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	KeyBank National Association Cleveland, Ohio	$3.75M	-$173K	4	0.02%	Reduced
602	Seizert Capital Partners Birmingham, Michigan	$3.74M	+$346K	1	0.17%	Increased
603	PRC Pearl River Capital Niles, Michigan	$3.72M	+$3.18M	4	1.01%	Increased
604	ICM Invenomic Capital Management Boston, Massachusetts	$3.69M	+$452K	1	1.2%	Increased
605	Avalon Investment & Advisory Houston, Texas	$3.65M	+$4.66M	1	0.08%	New
606	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$3.64M	+$104K	3	0.26%	Increased
607	KTA Keeley-Teton Advisors Chicago, Illinois	$3.62M	-$315K	2	0.39%	Reduced
608	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$3.62M	$0	1	0.18%	Maintained
609	KC Kepos Capital New York	$3.6M	+$3.73M	1	0.24%	New
610	AAMA Advanced Asset Management Advisors Dublin, Ohio	$3.59M	$0	1	0.77%	Maintained
611	BG Bollard Group Boston, Massachusetts	$3.56M	+$420K	2	0.12%	Increased
612	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$3.51M	-$123K	5	0.07%	Reduced
613	Stephens Inc Little Rock, Arkansas	$3.48M	+$297K	2	0.05%	Increased
614	CIBC World Market Toronto, Ontario, Canada	$3.38M	-$2.64M	3	0.01%	Reduced
615	Empirical Finance Havertown, Pennsylvania	$3.37M	-$556K	4	0.51%	Reduced
616	Bridges Investment Management Omaha, Nebraska	$3.37M	-$91.4K	2	0.11%	Reduced
617	NA Navellier & Associates Reno, Nevada	$3.37M	+$428K	2	0.51%	Increased
618	ACG Allen Capital Group Grand Island, Nebraska	$3.35M	-$218K	1	0.67%	Reduced
619	MAI Capital Management Independence, Ohio	$3.35M	+$25K	2	0.06%	Increased
620	Kestra Advisory Services Austin, Texas	$3.35M	-$453K	3	0.03%	Reduced
621	TC TownSquare Capital Provo, Utah	$3.34M	-$51K	3	0.1%	Reduced
622	Equitable Holdings New York	$3.33M	+$213K	2	0.06%	Increased
623	Americana Partners Houston, Texas	$3.32M	+$3.45M	1	0.8%	New
624	Boothbay Fund Management New York	$3.32M	-$2.7M	3	0.09%	Reduced
625	CRWM Castle Rock Wealth Management Walnut Creek, California	$3.3M	-$20.2K	2	1.13%	Reduced