← 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	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$1.06M	+$64.9K	2	0.24%	Increased
677	ANRIA American National Registered Investment Advisor Galveston, Texas	$1.06M	$0	2	0.5%	Maintained
678	MUFG Americas New York	$1.06M	-$154K	5	0.03%	Reduced
679	NERM New England Research & Management Chicago, Illinois	$1.05M	+$760K	2	0.94%	Increased
680	CCA Canyon Capital Advisors Dallas, Texas	$1.05M	-$3.32M	1	0.04%	Reduced
681	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$1.05M	-$7.86K	2	1.72%	Reduced
682	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.04M	+$47.3K	3	0.21%	Increased
683	Clark Capital Management Group Philadelphia, Pennsylvania	$1.04M	-$210K	2	0.09%	Reduced
684	Saba Capital Management New York	$1.03M	+$1.08M	1	0.05%	New
685	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$1.03M	+$1.01M	4	0.11%	New
686	Boston Trust Walden Boston, Massachusetts	$1.02M	-$2.48K	1	0.01%	Reduced
687	Munder Capital Management Birmingham, Michigan	$1.02M	-$41.7K	1	0.01%	Reduced
688	PC Permit Capital West Conshohocken, Pennsylvania	$1.02M	+$352K	2	0.63%	Increased
689	NGA Naples Global Advisors Naples, Florida	$1.02M	+$157K	1	0.6%	Increased
690	LWM Lyons Wealth Management Winter Park, Florida	$1.01M	+$208K	1	0.91%	Increased
691	CI Global Investments Oakland, California	$1.01M	+$991K	1	0.03%	New
692	OIA Optimum Investment Advisors Chicago, Illinois	$1.01M	-$13.9K	3	0.33%	Reduced
693	CCG Chatham Capital Group Savannah, Georgia	$997K	$0	1	0.39%	Maintained
694	FBT First Bankers Trust Louisville, Kentucky	$987K	+$171K	2	0.43%	Increased
695	Central Trust Company Jefferson City, Missouri	$961K	+$87.6K	3	0.08%	Increased
696	HA Hamel Associates Chatham, New Jersey	$959K	+$935K	1	0.63%	New
697	Stephens Inc Little Rock, Arkansas	$955K	-$42.1K	2	0.05%	Reduced
698	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$951K	+$33.1K	2	0.44%	Increased
699	ID Integral Derivatives New York	$951K	+$964K	2	0.02%	New
700	Verition Fund Management Greenwich, Connecticut	$951K	+$483K	2	0.1%	Increased