← 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
676	HVIA Hudson Valley Investment Advisors Goshen, New York	$2.14M	$0	1	0.26%	Maintained
677	MUFG Securities EMEA London, United Kingdom	$2.14M	+$311K	3	0.02%	Increased
678	CB Community Bank Dewitt, New York	$2.13M	+$538K	1	0.23%	Increased
679	LTM Lotus Technology Management Orlando, Florida	$2.12M	+$1.78M	1	2.6%	New
680	DEM Disciplined Equity Management Neptune Beach, Florida	$2.12M	+$345K	1	0.94%	Increased
681	KA Kintegral Advisory New York	$2.11M	$0	2	0.17%	Maintained
682	ACM Aster Capital Management Dubai, United Arab Emirates	$2.1M	+$1.03M	5	0.45%	Increased
683	SC Shay Capital New York	$2.09M	+$1.1M	3	0.13%	Increased
684	Ameritas Investment Partners Lincoln, Nebraska	$2.09M	+$1.06M	14	0.06%	Increased
685	New Mexico Educational Retirement Board Santa Fe, New Mexico	$2.09M	-$602K	3	0.05%	Reduced
686	PL Polianta Ltd St Helier, Jersey	$2.07M	+$1.69M	1	0.26%	New
687	VC VarCov Co Darien, Connecticut	$2.06M	+$1.73M	2	0.78%	Increased
688	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$2.06M	+$200K	1	0.3%	Increased
689	GCA Greenwood Capital Associates Greenwood, South Carolina	$2.06M	+$240K	1	0.2%	Increased
690	GTS Securities Miami, Florida	$2.05M	+$1.71M	1	0.04%	Increased
691	CCM Collar Capital Management Appleton, Wisconsin	$2.05M	+$106K	1	1.21%	Increased
692	Oppenheimer Asset Management New York	$2.02M	-$345K	5	0.02%	Reduced
693	PA Paralel Advisors Denver, Colorado	$2.01M	+$557K	1	0.08%	Increased
694	Advisors Capital Management Ridgewood, New Jersey	$2.01M	+$95K	1	0.02%	Increased
695	IRC Investors Research Corp Atlanta, Georgia	$2M	-$52.5K	3	0.36%	Reduced
696	Saudi Central Bank Riyadh, Saudi Arabia	$1.99M	+$997K	1	0.03%	Increased
697	SignatureFD Atlanta, Georgia	$1.98M	-$52.8K	15	0.03%	Reduced
698	MCA Martin Capital Advisors San Antonio, Texas	$1.97M	$0	1	1.03%	Maintained
699	BCM Brown Capital Management Baltimore, Maryland	$1.96M	-$1.92M	1	0.39%	Reduced
700	SSCM Seven Six Capital Management New York	$1.95M	+$552K	1	1.78%	Increased