← 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	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.74M	+$299K	3	1.08%	Increased
627	Trillium Asset Management Boston, Massachusetts	$1.72M	+$1.32M	2	0.09%	Increased
628	CI Caerus Investors New York	$1.72M	+$1.62M	1	1.25%	New
629	Nikko Asset Management Americas New York	$1.7M	-$241K	1	0.04%	Reduced
630	Magnetar Financial Evanston, Illinois	$1.7M	-$44.4M	4	0.03%	Reduced
631	BRCM Bright Rock Capital Management Hanover, Massachusetts	$1.69M	$0	1	0.46%	Maintained
632	CA Callahan Advisors Houston, Texas	$1.69M	+$399K	1	0.33%	Increased
633	Private Advisor Group Morristown, New Jersey	$1.68M	-$1.46M	2	0.07%	Reduced
634	Raymond James Trust St. Petersburg, Florida	$1.68M	-$357K	3	0.11%	Reduced
635	CIBC Private Wealth Group Atlanta, Georgia	$1.64M	+$193K	5	0.01%	Increased
636	ACM AidennLair Capital Management New York	$1.64M	+$1.4M	1	1.14%	New
637	FPCM Financial Partners Capital Management New York	$1.64M	+$72.6K	2	0.3%	Increased
638	Kentucky Retirement Systems Frankfort, Kentucky	$1.62M	-$671K	2	0.12%	Reduced
639	CRIG Charter Research & Investment Group Southport, Connecticut	$1.61M	+$1.52M	1	1.81%	New
640	PIM Partner Investment Management San Francisco, California	$1.59M	+$1.36M	1	1.83%	New
641	Cambiar Investors Denver, Colorado	$1.57M	-$132M	1	0.02%	Reduced
642	MCM McKinley Capital Management Anchorage, Alaska	$1.56M	+$1.09K	1	0.08%	Increased
643	AWCI Alpine Woods Capital Investors Purchase, New York	$1.55M	-$444K	2	0.08%	Reduced
644	RBF Capital San Francisco, California	$1.55M	+$1.09M	1	0.17%	Increased
645	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$1.55M	+$1.21M	1	0.19%	Increased
646	BOK Financial Tulsa, Oklahoma	$1.55M	-$7.45K	4	0.04%	Reduced
647	Mizuho Securities USA New York	$1.55M	+$109K	1	0.08%	Increased
648	NGA Naples Global Advisors Naples, Florida	$1.55M	-$26.5K	2	0.46%	Reduced
649	Avalon Investment & Advisory Houston, Texas	$1.54M	-$1.18M	1	0.05%	Reduced
650	VNA VNBTrust National Association Charlottesville, Virginia	$1.54M	-$44.1K	2	0.9%	Reduced