← 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	CIBC World Market Toronto, Ontario, Canada	$1.03M	+$972K	1	0%	New
677	MIM Midwest Investment Management Cleveland, Ohio	$1.03M	+$1.06M	1	1.04%	New
678	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.02M	+$1.04M	2	0.06%	New
679	OPCM Osborne Partners Capital Management San Francisco, California	$1.02M	+$1.02M	1	0.15%	New
680	SBCM Silver Bridge Capital Management Boston, Massachusetts	$1.02M	+$1.01M	1	0.19%	New
681	Fayez Sarofim & Co Houston, Texas	$1.01M	+$1.02M	2	0.01%	New
682	Anchor Capital Advisors Boston, Massachusetts	$1.01M	+$988K	1	0.02%	New
683	I2I Insight 2811 Inc Chicago, Illinois	$1.01M	+$1.04M	1	0.55%	New
684	GHA GW Henssler & Associates Kennesaw, Georgia	$996K	+$991K	1	0.14%	New
685	GIM Guardian Investment Management Tiburon, California	$980K	+$973K	1	1.41%	New
686	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$980K	+$986K	2	0.37%	New
687	Whittier Trust South Pasadena, California	$980K	+$966K	4	0.05%	New
688	Advisors Capital Management Ridgewood, New Jersey	$973K	+$968K	1	0.22%	New
689	RAM Redmond Asset Management Henrico, Virginia	$972K	+$1.01M	1	0.72%	New
690	AP Archon Partners Princeton Junction, New Jersey	$966K	+$999K	1	0.33%	New
691	FPC Falcon Point Capital San Francisco, California	$966K	+$880K	2	1.06%	New
692	KIA KCM Investment Advisors Greenbrae, California	$964K	+$959K	1	0.12%	New
693	Wolverine Asset Management Chicago, Illinois	$963K	+$926K	3	0.02%	New
694	AIC Aurora Investment Counsel Atlanta, Georgia	$962K	+$1.02M	1	0.75%	New
695	MNBTD Moody National Bank Trust Division Galveston, Texas	$955K	+$969K	2	0.07%	New
696	First Allied Advisory Services San Diego, California	$950K	+$965K	2	0.08%	New
697	DILH Dai-ichi Life Holdings Tokyo, Japan	$940K	+$947K	4	0.03%	New
698	GH GAM Holding Zurich, Switzerland	$933K	+$928K	1	0.02%	New
699	RAM Ramsey Asset Management Reston, Virginia	$920K	+$916K	1	1.38%	New
700	SCM Sandler Capital Management New York	$903K	+$852K	1	0.03%	New