← 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	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$1.53M	+$373	3	0.39%	Increased
652	Bragg Financial Advisors Charlotte, North Carolina	$1.53M	-$55.2K	1	0.22%	Reduced
653	6M 6 Meridian Wichita, Kansas	$1.52M	+$1.5M	3	0.18%	New
654	TM Tiger Management New York	$1.51M	+$875K	1	0.24%	Increased
655	Hillsdale Investment Management Toronto, Ontario, Canada	$1.49M	+$1.31M	1	0.24%	Increased
656	LIM Leavell Investment Management Mobile, Alabama	$1.48M	$0	3	0.17%	Maintained
657	Fisher Asset Management Camas, Washington	$1.48M	$0	1	0%	Maintained
658	SM Sciencast Management Princeton, New Jersey	$1.48M	+$854K	2	0.79%	Increased
659	PCM Piermont Capital Management St. Louis, Missouri	$1.47M	+$325K	1	0.48%	Increased
660	WIS Wright Investors Service Shelton, Connecticut	$1.47M	+$287K	1	0.49%	Increased
661	Clark Capital Management Group Philadelphia, Pennsylvania	$1.46M	-$2.78M	2	0.04%	Reduced
662	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$1.45M	+$11.3K	1	0.28%	Increased
663	GIM Grassi Investment Management Santa Clara, California	$1.43M	$0	1	0.23%	Maintained
664	RegentAtlantic Capital Morristown, New Jersey	$1.43M	-$13.5K	2	0.12%	Reduced
665	EGI EAM Global Investors Solana Beach, California	$1.43M	+$1.36M	1	0.73%	New
666	FM Foster & Motley Cincinnati, Ohio	$1.43M	+$105K	3	0.23%	Increased
667	Pendal Group Sydney, Australia	$1.42M	-$6.87M	1	0.02%	Reduced
668	TH Timber Hill Greenwich, Connecticut	$1.42M	+$1.21M	1	0.09%	New
669	AMI Amica Mutual Insurance Providence, Rhode Island	$1.42M	-$649K	2	0.14%	Reduced
670	PCM Prelude Capital Management New York	$1.41M	-$329K	4	0.11%	Reduced
671	ACM Athyrium Capital Management New York	$1.41M	+$1.15M	1	0.84%	New
672	Pinnacle Associates New York	$1.41M	+$59.5K	2	0.03%	Increased
673	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.41M	+$225K	1	0.34%	Increased
674	GIM Guardian Investment Management Tiburon, California	$1.41M	$0	1	1.48%	Maintained
675	Stephens Inc Little Rock, Arkansas	$1.41M	-$62.5K	2	0.05%	Reduced