← 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
626	KSCM Kamunting Street Capital Management Miami Beach, Florida	$1.46M	+$1.68M	1	1.35%	New
627	WhitTier Trust Company Reno, Nevada	$1.45M	+$118K	4	0.17%	Increased
628	NA Navellier & Associates Reno, Nevada	$1.42M	+$501K	2	0.07%	Increased
629	HBK Investments Dallas, Texas	$1.41M	+$1.73M	1	0.03%	New
630	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.41M	-$525K	5	0.12%	Reduced
631	DCM Dinsmore Capital Management Morristown, New Jersey	$1.4M	+$463K	1	0.55%	Increased
632	PI Panthera Investment Frankfurt, Germany	$1.37M	+$1.58M	1	1.11%	New
633	RIM Regent Investment Management Louisville, Kentucky	$1.36M	-$7.7K	1	0.72%	Reduced
634	KFS KMS Financial Services Seattle, Washington	$1.35M	+$64.7K	1	0.21%	Increased
635	WesBanco Bank Wheeling, West Virginia	$1.35M	+$338K	2	0.08%	Increased
636	CAM CMT Asset Management Chicago, Illinois	$1.35M	+$1.55M	1	0.17%	New
637	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$1.32M	+$16.1K	1	0.26%	Increased
638	Eagle Global Advisors Houston, Texas	$1.32M	+$203K	1	0.04%	Increased
639	Banque Pictet & Cie Geneva 73, Switzerland	$1.31M	-$153K	1	0.04%	Reduced
640	CEI Clark Estates Inc New York	$1.31M	$0	1	0.2%	Maintained
641	Capital Investment Advisors Atlanta, Georgia	$1.27M	+$33.4K	1	0.16%	Increased
642	FPA Fieldpoint Private Advisors New York	$1.25M	-$370K	1	0.74%	Reduced
643	Clark Capital Management Group Philadelphia, Pennsylvania	$1.25M	+$208K	3	0.11%	Increased
644	MUFG Americas New York	$1.24M	-$276K	4	0.04%	Reduced
645	ZDA Zweig-DiMenna Associates New York	$1.23M	-$33M	1	0.07%	Reduced
646	IRS Invictus RG (Singapore) Singapore	$1.23M	+$404K	4	1.46%	Increased
647	WRM Westport Resources Management Westport, Connecticut	$1.23M	+$6.48K	4	0.34%	Increased
648	KIA KCM Investment Advisors Greenbrae, California	$1.21M	+$22.8K	1	0.13%	Increased
649	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1.21M	+$1.13M	1	0.12%	Increased
650	LI LMCG Investments Boston, Massachusetts	$1.19M	-$26.7K	1	0.03%	Reduced