← 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
651	Reinhart Partners Mequon, Wisconsin	$1.1M	+$1.06M	1	0.08%	New
652	I IberiaBank Lafayette, Louisiana	$1.1M	-$63.7K	1	0.6%	Reduced
653	DC Deere & Company Moline, Illinois	$1.09M	-$3.05M	1	0.06%	Reduced
654	QIM Quantitative Investment Management Charlottesville, Virginia	$1.08M	+$707K	1	0.17%	Increased
655	CCS Crosspoint Capital Strategies Orinda, California	$1.08M	+$683K	4	0.38%	Increased
656	GA Geneva Advisors Chicago, Illinois	$1.08M	+$383K	3	0.02%	Increased
657	SMC Smith, Moore & Co Clayton, Missouri	$1.07M	+$562K	1	0.57%	Increased
658	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.07M	+$86.2K	5	0.03%	Increased
659	WCA Westover Capital Advisors Wilmington, Delaware	$1.05M	$0	1	0.9%	Maintained
660	HCM Hollencrest Capital Management Newport Beach, California	$1.04M	-$3.41M	1	0.14%	Reduced
661	MNBTD Moody National Bank Trust Division Galveston, Texas	$1.04M	-$3.39K	2	0.07%	Reduced
662	Dynamic Advisor Solutions Phoenix, Arizona	$1.04M	+$965K	1	0.56%	New
663	MCM Matarin Capital Management New York	$1.04M	+$28.6K	1	0.45%	Increased
664	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$1.03M	-$110K	2	0.27%	Reduced
665	EULAV Asset Management Sarasota, Florida	$1.03M	-$286K	2	0.06%	Reduced
666	POA Pergamon Offshore Advisors New York	$1.02M	+$953K	1	0.96%	New
667	OPCM Osborne Partners Capital Management San Francisco, California	$1.02M	$0	1	0.12%	Maintained
668	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.01M	-$5.29K	2	0.16%	Reduced
669	JIC JRM Investment Counsel Omaha, Nebraska	$1.01M	+$1M	1	0.91%	New
670	Cornerstone Investment Partners Atlanta, Georgia	$1M	-$14.1K	1	0.01%	Reduced
671	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$998K	-$90.8K	2	0.43%	Reduced
672	Boothbay Fund Management New York	$997K	+$3.42M	2	0.77%	New
673	Fayez Sarofim & Co Houston, Texas	$976K	+$33.1K	2	0%	Increased
674	DILH Dai-ichi Life Holdings Tokyo, Japan	$965K	-$228K	3	0.03%	Reduced
675	Engineers Gate Manager New York	$949K	+$914K	2	0.27%	New