← 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	CAM Cozad Asset Management Champaign, Illinois	$2M	+$108K	1	0.58%	Increased
652	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$1.97M	-$14.3K	1	1.43%	Reduced
653	AMIM Aull & Monroe Investment Management Mobile, Alabama	$1.96M	-$24.6K	2	1.03%	Reduced
654	ARMC American Research & Management Company Marion, Massachusetts	$1.95M	$0	1	0.59%	Maintained
655	BCM Bluefin Capital Management New York	$1.94M	+$1.95M	2	0.28%	New
656	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$1.94M	$0	1	0.74%	Maintained
657	WCM Weld Capital Management New York	$1.94M	-$4.18M	2	0.35%	Reduced
658	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$1.93M	-$875K	4	0.09%	Reduced
659	Pendal Group Sydney, Australia	$1.91M	+$353K	1	0.02%	Increased
660	TSS Two Sigma Securities New York	$1.9M	+$485K	3	0.02%	Increased
661	EULAV Asset Management Sarasota, Florida	$1.9M	$0	1	0.07%	Maintained
662	ECM Endurant Capital Management San Mateo, California	$1.88M	+$196K	1	0.67%	Increased
663	Hillsdale Investment Management Toronto, Ontario, Canada	$1.85M	+$430K	1	0.16%	Increased
664	Quantbot Technologies New York	$1.85M	-$1.95M	4	0.18%	Reduced
665	Capula Management Grand Cayman, Cayman Islands	$1.84M	+$1.87M	1	0.04%	New
666	WAOTB Wealth Advisors of Tampa Bay Tampa, Florida	$1.84M	+$18.5K	1	1.53%	Increased
667	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$1.79M	+$1.77M	3	0.41%	New
668	Hardman Johnston Global Advisors Stamford, Connecticut	$1.79M	-$17.7K	1	0.08%	Reduced
669	GIA GHP Investment Advisors Denver, Colorado	$1.78M	-$195K	1	0.22%	Reduced
670	GH GAM Holding Zurich, Switzerland	$1.77M	-$2M	2	0.08%	Reduced
671	Carmignac Gestion Paris, France	$1.76M	+$558K	2	0.02%	Increased
672	Financial Engines Advisors Santa Clara, California	$1.75M	-$177K	1	0.01%	Reduced
673	VF Virtu Financial New York	$1.75M	-$1.38M	3	0.14%	Reduced
674	TIM Triad Investment Management Newport Beach, California	$1.72M	-$1.44M	1	1.88%	Reduced
675	CP Covenant Partners Nashville, Tennessee	$1.71M	+$261K	2	0.91%	Increased