← 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	CCA Cygnus Capital Advisors Atlanta, Georgia	$3.06M	+$2.92M	1	2.23%	New
652	ACM ADAR1 Capital Management Austin, Texas	$3.05M	+$991K	2	0.22%	Increased
653	Cannell & Spears New York	$3.04M	+$111K	1	0.06%	Increased
654	SIA SGL Investment Advisors Missoula, Montana	$3.02M	-$3.74M	1	1.21%	Reduced
655	AF Ally Financial Detroit, Michigan	$3.01M	$0	1	0.37%	Maintained
656	AlTi Global New York	$3.01M	$0	1	0.06%	Maintained
657	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$3.01M	+$2.95M	1	0.03%	New
658	CMHI CVC Management Holdings II St. Helier, Jersey	$2.97M	+$2.84M	1	0.5%	New
659	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$2.97M	+$501K	1	0.04%	Increased
660	SCP Steamboat Capital Partners Rye, New York	$2.95M	+$3.31M	1	0.81%	New
661	AGF Management Toronto, Ontario, Canada	$2.95M	-$81.5K	1	0.01%	Reduced
662	MAM Montanaro Asset Management London, United Kingdom	$2.94M	$0	1	0.82%	Maintained
663	SOW State of Wyoming Cheyenne, Wyoming	$2.92M	+$737K	13	0.32%	Increased
664	Cambiar Investors Denver, Colorado	$2.92M	-$813K	1	0.13%	Reduced
665	QIM Quantitative Investment Management Charlottesville, Virginia	$2.91M	+$1.68M	3	0.28%	Increased
666	Kestra Private Wealth Services Austin, Texas	$2.89M	-$130K	3	0.04%	Reduced
667	Magnetar Financial Evanston, Illinois	$2.88M	-$26.9K	1	0.03%	Reduced
668	DFG Dupree Financial Group Lexington, Kentucky	$2.88M	+$2.95M	1	1.05%	New
669	Allstate Corporation Northbrook, Illinois	$2.88M	+$1.47M	2	0.04%	Increased
670	Generali Asset Management Trieste, Italy	$2.87M	+$1.01M	2	0.06%	Increased
671	WG Watchman Group Plano, Texas	$2.85M	-$83.4K	1	0.68%	Reduced
672	Sanctuary Advisors Indianapolis, Indiana	$2.85M	+$231K	5	0.02%	Increased
673	RBC Romano Brothers & Co Evanston, Illinois	$2.84M	-$152K	3	0.32%	Reduced
674	North Star Asset Management Neenah, Wisconsin	$2.83M	+$352K	1	0.11%	Increased
675	PA PharVision Advisers Boca Raton, Florida	$2.81M	+$2.07M	8	1.42%	Increased