← 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	SGH Sivik Global Healthcare Greenwich, Connecticut	$2.28M	+$2.19M	1	0.75%	New
627	LAM L2 Asset Management Wayland, Massachusetts	$2.25M	+$951K	1	2.04%	Increased
628	BCC Bridge City Capital Lake Oswego, Oregon	$2.24M	-$230K	1	1.03%	Reduced
629	EVC Eidelman Virant Capital Saint Louis, Missouri	$2.23M	-$191K	2	1.56%	Reduced
630	PP Prospector Partners Guilford, Connecticut	$2.22M	+$165K	1	0.39%	Increased
631	Ameritas Investment Partners Lincoln, Nebraska	$2.22M	+$48.8K	12	0.11%	Increased
632	RSS Rosenblum Silverman Sutton San Francisco, California	$2.21M	+$74.9K	1	0.71%	Increased
633	Central Trust Company Jefferson City, Missouri	$2.21M	-$463K	4	0.11%	Reduced
634	Stephens Inc Little Rock, Arkansas	$2.2M	+$5.26K	3	0.05%	Increased
635	CIBC World Market Toronto, Ontario, Canada	$2.2M	-$2.14M	3	0.01%	Reduced
636	BPM Bowling Portfolio Management Cincinnati, Ohio	$2.2M	-$41.3K	1	0.47%	Reduced
637	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$2.2M	$0	2	0.59%	Maintained
638	IB Intrust Bank Wichita, Kansas	$2.19M	+$156K	2	0.44%	Increased
639	ACM Argyle Capital Management Center Valley, Pennsylvania	$2.18M	-$15.6K	2	0.92%	Reduced
640	CI CPMG Inc Dallas, Texas	$2.17M	$0	1	0.29%	Maintained
641	Equitable Holdings New York	$2.17M	+$253K	1	0.06%	Increased
642	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$2.16M	+$457K	2	0.04%	Increased
643	CA Continental Advisors Park City, Utah	$2.16M	$0	1	1.15%	Maintained
644	Allstate Corporation Northbrook, Illinois	$2.15M	+$982K	4	0.07%	Increased
645	Hardman Johnston Global Advisors Stamford, Connecticut	$2.13M	-$7.9K	1	0.09%	Reduced
646	AF Alerus Financial Grand Forks, North Dakota	$2.13M	+$844K	2	0.25%	Increased
647	WAOTB Wealth Advisors of Tampa Bay Tampa, Florida	$2.12M	-$51K	1	1.77%	Reduced
648	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$2.1M	$0	4	0.4%	Maintained
649	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2.08M	-$101K	8	0.13%	Reduced
650	IIA ICW Investment Advisors Scottsdale, Arizona	$2.04M	-$25.4K	1	1.66%	Reduced