← 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	Munder Capital Management Birmingham, Michigan	$1.01M	+$4.98K	1	0.01%	Increased
677	Moore Capital Management New York	$1M	-$1.45M	1	0.02%	Reduced
678	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$992K	+$196K	2	0.25%	Increased
679	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$981K	-$180K	1	0.17%	Reduced
680	Stephens Inc Little Rock, Arkansas	$972K	+$166K	2	0.05%	Increased
681	LOM Loeb Offshore Management New York	$969K	-$850K	1	0.28%	Reduced
682	OIA Optimum Investment Advisors Chicago, Illinois	$968K	-$30.8K	3	0.36%	Reduced
683	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$967K	-$51.4K	3	0.21%	Reduced
684	People's United Financial Bridgeport, Connecticut	$962K	+$51.7K	5	0.06%	Increased
685	LCM Levitt Capital Management Boca Raton, Florida	$960K	+$926K	1	0.91%	New
686	T TradeWorx Red Bank, New Jersey	$954K	-$220K	3	0.83%	Reduced
687	AIM Avity Investment Management Greenwich, Connecticut	$950K	$0	1	0.18%	Maintained
688	BG Bollard Group Boston, Massachusetts	$937K	+$797K	1	0.09%	Increased
689	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$936K	+$133K	1	0.44%	Increased
690	QS Investors New York	$931K	-$317K	3	0.03%	Reduced
691	MA Marshwinds Advisory St Simons Island, Georgia	$929K	+$201K	2	0.47%	Increased
692	BAM Boyar Asset Management New York	$928K	-$3.16K	1	0.76%	Reduced
693	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$927K	-$272K	3	0%	Reduced
694	MNBTD Moody National Bank Trust Division Galveston, Texas	$920K	-$4.63K	2	0.06%	Reduced
695	PGIM Pacific Global Investment Management Glendale, California	$919K	-$3.96K	1	0.14%	Reduced
696	I2I Insight 2811 Inc Chicago, Illinois	$912K	-$1.93K	1	0.39%	Reduced
697	Central Trust Company Jefferson City, Missouri	$908K	+$14.2K	4	0.08%	Increased
698	Jones Financial Companies Des Peres, Missouri	$906K	-$199K	1	0.01%	Reduced
699	NGA Naples Global Advisors Naples, Florida	$906K	+$128K	1	0.55%	Increased
700	Boston Trust Walden Boston, Massachusetts	$905K	+$236K	1	0.01%	Increased