← 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	ACM Altium Capital Management New York	$4.11M	-$1.6M	1	1.37%	Reduced
602	Wealth Enhancement Advisory Services Plymouth, Minnesota	$4.08M	-$689K	1	0.06%	Reduced
603	North Star Asset Management Neenah, Wisconsin	$4.07M	-$351K	1	0.22%	Reduced
604	KTA Keeley-Teton Advisors Chicago, Illinois	$4.05M	+$129K	2	0.42%	Increased
605	Pacer Advisors Malvern, Pennsylvania	$4.03M	-$305K	4	0.03%	Reduced
606	Walleye Capital New York	$4.02M	+$2.67M	6	0.11%	Increased
607	ECM Endurant Capital Management San Mateo, California	$3.98M	+$1.73M	1	1.05%	Increased
608	Ethic Inc New York	$3.98M	+$1.34M	4	0.27%	Increased
609	TC TownSquare Capital Provo, Utah	$3.94M	-$447K	3	0.1%	Reduced
610	EWM Elite Wealth Management Kirkland, Washington	$3.94M	$0	2	0.64%	Maintained
611	NA Navellier & Associates Reno, Nevada	$3.94M	+$79.1K	2	0.67%	Increased
612	FG Formula Growth Montreal, Quebec, Canada	$3.91M	+$1.49M	1	0.74%	Increased
613	FPCM Financial Partners Capital Management New York	$3.91M	+$397K	1	0.73%	Increased
614	Ancora Advisors Cleveland, Ohio	$3.9M	+$3.87M	5	0.09%	Increased
615	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$3.9M	+$813K	3	1.39%	Increased
616	CA CapWealth Advisors Franklin, Tennessee	$3.89M	-$8.81K	1	0.4%	Reduced
617	EIP Easterly Investment Partners Beverly, Massachusetts	$3.87M	+$554K	1	0.29%	Increased
618	WAOTB Wealth Advisors of Tampa Bay Tampa, Florida	$3.87M	+$146K	1	1.05%	Increased
619	Boothbay Fund Management New York	$3.83M	-$217K	5	0.09%	Reduced
620	Jensen Investment Management Lake Oswego, Oregon	$3.77M	+$1.83M	1	0.03%	Increased
621	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$3.77M	+$17.8K	3	0.08%	Increased
622	Graham Capital Management Rowayton, Connecticut	$3.77M	+$4.31M	4	0.13%	New
623	CRWM Castle Rock Wealth Management Walnut Creek, California	$3.76M	+$68	2	1.73%	Increased
624	BRCM Bright Rock Capital Management Hanover, Massachusetts	$3.76M	$0	1	0.89%	Maintained
625	Daiwa Securities Group Tokyo, Japan	$3.74M	+$165K	4	0.02%	Increased