← 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	Clark Capital Management Group Philadelphia, Pennsylvania	$1.24M	$0	2	0.11%	Maintained
627	CBB Citizens Business Bank Ontario, California	$1.24M	+$311K	2	0.22%	Increased
628	SCM Stuyvesant Capital Management Armonk, New York	$1.22M	+$10.2K	1	2.83%	Increased
629	KIA KCM Investment Advisors Greenbrae, California	$1.22M	-$241K	1	0.1%	Reduced
630	PHS Pekin Hardy Strauss Chicago, Illinois	$1.22M	-$610K	1	0.18%	Reduced
631	MUFG Americas New York	$1.2M	+$60.9K	5	0.04%	Increased
632	NCA NCM Capital Advisers Durham, North Carolina	$1.2M	+$260K	1	1.68%	Increased
633	Quantbot Technologies New York	$1.2M	-$580K	3	0.38%	Reduced
634	Old Mission Capital Chicago, Illinois	$1.19M	+$1.15M	1	0.21%	New
635	ANRIA American National Registered Investment Advisor Galveston, Texas	$1.19M	-$5.65K	2	0.55%	Reduced
636	Stephens Inc Little Rock, Arkansas	$1.17M	+$44.2K	2	0.06%	Increased
637	CIM Calvert Investment Management Bethesda, Maryland	$1.17M	-$456K	3	0.08%	Reduced
638	CAM Cubic Asset Management Boston, Massachusetts	$1.17M	+$8.79K	1	0.38%	Increased
639	Bessemer Group Woodbridge, New Jersey	$1.16M	-$4.91M	5	0.01%	Reduced
640	BAM Boyar Asset Management New York	$1.16M	-$8.41K	1	0.9%	Reduced
641	HCM Horrell Capital Management Little Rock, Arkansas	$1.15M	-$602	1	0.51%	Reduced
642	Boston Trust Walden Boston, Massachusetts	$1.14M	$0	1	0.02%	Maintained
643	OIA Optimum Investment Advisors Chicago, Illinois	$1.13M	+$56.5K	3	0.36%	Increased
644	Central Trust Company Jefferson City, Missouri	$1.12M	-$95.9K	3	0.09%	Reduced
645	BOTW Bank of the West Monterey Park, California	$1.12M	+$2.57K	1	0.16%	Increased
646	ACB Aristotle Capital Boston Boston, Massachusetts	$1.12M	+$1.27M	1	0.56%	New
647	CIBC World Markets New York	$1.12M	-$56.5K	1	0.06%	Reduced
648	abrdn Investment Management Edinburgh, United Kingdom	$1.12M	-$534K	2	0%	Reduced
649	CCG Chatham Capital Group Savannah, Georgia	$1.11M	$0	1	0.33%	Maintained
650	AIM Avity Investment Management Greenwich, Connecticut	$1.11M	$0	1	0.18%	Maintained