← 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	North Star Asset Management Neenah, Wisconsin	$2.39M	+$151K	3	0.2%	Increased
627	CI Cavalier Investments Alpharetta, Georgia	$2.39M	+$1.81M	1	0.8%	Increased
628	CI Caerus Investors New York	$2.37M	-$1.25M	1	1.4%	Reduced
629	Coatue Management New York	$2.34M	+$2.03M	3	0.02%	New
630	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$2.34M	+$91.2K	1	1.05%	Increased
631	CAPTRUST Financial Advisors Raleigh, North Carolina	$2.33M	+$133K	7	0.13%	Increased
632	BNP Paribas Asset Management Paris, France	$2.33M	+$1.32M	3	0.02%	Increased
633	CMO Covenant Multifamily Offices San Antonio, Texas	$2.32M	+$193K	1	0.98%	Increased
634	OI Oakbrook Investments Lisle, Illinois	$2.31M	-$139K	3	0.15%	Reduced
635	Davenport & Co Richmond, Virginia	$2.3M	+$32.7K	1	0.03%	Increased
636	Avalon Investment & Advisory Houston, Texas	$2.29M	+$199K	1	0.07%	Increased
637	Picton Mahoney Asset Management Toronto, Ontario, Canada	$2.27M	-$32.7K	1	0.16%	Reduced
638	NCGI Next Century Growth Investors Plymouth, Minnesota	$2.25M	+$2.03M	1	0.29%	New
639	Cerity Partners New York	$2.22M	-$492K	2	0.16%	Reduced
640	Capital Investment Advisors Atlanta, Georgia	$2.22M	+$6.07K	1	0.14%	Increased
641	Seizert Capital Partners Birmingham, Michigan	$2.2M	$0	1	0.08%	Maintained
642	CA Callahan Advisors Houston, Texas	$2.19M	-$30.2K	1	0.43%	Reduced
643	CC Cipher Capital New York	$2.12M	-$11.6M	4	0.44%	Reduced
644	HMS Hanseatic Management Services Albuquerque, New Mexico	$2.12M	+$175K	4	1.82%	Increased
645	RAM Roumell Asset Management Chevy Chase, Maryland	$2.11M	+$220K	1	4.7%	Increased
646	Braun Stacey Associates New York	$2.08M	-$747K	1	0.14%	Reduced
647	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$2.08M	-$28.3M	1	0.07%	Reduced
648	BOK Financial Tulsa, Oklahoma	$2.07M	+$666K	5	0.06%	Increased
649	BRCM Bright Rock Capital Management Hanover, Massachusetts	$2.07M	$0	1	0.71%	Maintained
650	TCM Tributary Capital Management Omaha, Nebraska	$2.07M	-$877K	1	0.16%	Reduced