← 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	Trillium Asset Management Boston, Massachusetts	$2.06M	+$29.8K	2	0.11%	Increased
652	MAI Capital Management Independence, Ohio	$2.05M	-$180K	2	0.11%	Reduced
653	CGM Capital Growth Management Boston, Massachusetts	$2.02M	$0	1	0.1%	Maintained
654	CAM Cozad Asset Management Champaign, Illinois	$2.02M	+$2.1M	1	0.63%	New
655	NIMI Natixis Investment Managers International Paris, France	$2.01M	+$2.02M	3	0.11%	New
656	Hillsdale Investment Management Toronto, Ontario, Canada	$1.98M	-$1.61M	1	0.24%	Reduced
657	RIM Rampart Investment Management Hartford, Connecticut	$1.98M	+$910K	3	0.19%	Increased
658	KL KWMG LLC Overland Park, Kansas	$1.97M	+$135K	2	0.54%	Increased
659	Empowered Funds Havertown, Pennsylvania	$1.96M	+$243K	1	0.62%	Increased
660	EGI EAM Global Investors Solana Beach, California	$1.96M	-$404K	2	0.96%	Reduced
661	Wasatch Advisors Salt Lake City, Utah	$1.95M	+$964K	2	0.02%	Increased
662	MC Menta Capital San Francisco, California	$1.93M	+$149K	5	0.45%	Increased
663	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$1.93M	+$2.01M	1	0.13%	New
664	EP Edgestream Partners Princeton, New Jersey	$1.92M	-$972K	1	0.39%	Reduced
665	HIM HGC Investment Management Toronto, Ontario, Canada	$1.92M	+$1.94M	1	0.63%	New
666	Scotia Capital Toronto, Ontario, Canada	$1.91M	+$102K	2	0.03%	Increased
667	Cambiar Investors Denver, Colorado	$1.9M	+$525K	1	0.03%	Increased
668	Steward Partners Investment Advisory New York	$1.89M	+$63.7K	7	0.11%	Increased
669	SCC Spring Creek Capital Wichita, Kansas	$1.89M	+$1.78M	3	0.22%	New
670	HL Financial Services Louisville, Kentucky	$1.86M	+$3.71K	1	0.03%	Increased
671	RP Rowlandmiller & Partners Atlanta, Georgia	$1.85M	+$31.5K	1	0.72%	Increased
672	VCM Virtue Capital Management Brentwood, Tennessee	$1.83M	+$466K	1	0.89%	Increased
673	IFM Investors Melbourne, Australia	$1.83M	+$485K	3	0.17%	Increased
674	EULAV Asset Management Sarasota, Florida	$1.83M	+$115K	1	0.08%	Increased
675	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$1.81M	-$518K	1	1.31%	Reduced