← 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	ETrade Capital Management Arlington, Virginia	$1.83M	-$263K	3	0.06%	Reduced
627	Ellington Management Group Old Greenwich, Connecticut	$1.81M	+$840K	2	0.55%	Increased
628	HSA Hussman Strategic Advisors Ellicott City, Maryland	$1.8M	+$2.24M	1	0.44%	New
629	GA Gagnon Advisors New York	$1.79M	+$1.33M	1	1.26%	Increased
630	Penn Capital Management Philadelphia, Pennsylvania	$1.79M	+$615K	1	0.18%	New
631	Argent Trust Co Nashville, Tennessee	$1.77M	+$1.89M	2	0.21%	Increased
632	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$1.76M	+$6.11K	1	1.55%	Increased
633	AMIM Aull & Monroe Investment Management Mobile, Alabama	$1.76M	-$195K	2	1%	Reduced
634	Hardman Johnston Global Advisors Stamford, Connecticut	$1.75M	-$60.6K	1	0.09%	Reduced
635	SCM Signia Capital Management Spokane, Washington	$1.74M	+$2.15M	1	2.02%	New
636	RAM Roumell Asset Management Chevy Chase, Maryland	$1.74M	-$332K	1	3.59%	Reduced
637	Penserra Capital Management Orinda, California	$1.73M	+$1.21M	2	0.17%	Increased
638	Wolverine Asset Management Chicago, Illinois	$1.72M	-$1.09M	2	0.02%	Reduced
639	AGM Alpine Global Management New York	$1.7M	+$2.36M	1	0.43%	Increased
640	Financial Engines Advisors Santa Clara, California	$1.68M	-$140K	1	0.01%	Reduced
641	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$1.68M	+$74.4K	1	0.84%	Increased
642	Caxton Associates (New York) New York	$1.67M	+$480K	4	0.26%	Increased
643	DIM DC Investments Management Mclean, Virginia	$1.66M	+$397K	4	1.35%	Increased
644	Steward Partners Investment Advisory New York	$1.64M	-$40.6K	3	0.08%	Reduced
645	Hennessy Advisors Inc Novato, California	$1.63M	-$136K	1	0.08%	Reduced
646	Aptus Capital Advisors Fairhope, Alabama	$1.61M	+$2.04M	2	0.43%	New
647	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$1.61M	-$793K	6	0.52%	Reduced
648	BCM Bayesian Capital Management Brooklyn, New York	$1.6M	-$3.61M	1	0.33%	Reduced
649	SVB Wealth Boston, Massachusetts	$1.59M	-$157K	1	0.07%	Reduced
650	Brinker Capital Berwyn, Pennsylvania	$1.59M	-$670K	3	0.07%	Reduced