← 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	Group One Trading Chicago, Illinois	$947K	-$119K	5	0.01%	Reduced
677	Epoch Investment Partners New York	$941K	$0	1	0%	Maintained
678	NCM Noesis Capital Mangement Boca Raton, Florida	$941K	+$3.6K	1	0.39%	Increased
679	First National Bank of Omaha Omaha, Nebraska	$940K	-$340K	1	0.07%	Reduced
680	FIM Freedom Investment Management Hartford, Connecticut	$933K	+$253K	2	0.12%	Increased
681	LA Lucus Advisors New York	$930K	+$926K	2	0.42%	New
682	BFIM Beese Fulmer Investment Management Canton, Ohio	$927K	-$206K	1	0.29%	Reduced
683	Jasper Ridge Partners Menlo Park, California	$926K	$0	1	0.07%	Maintained
684	Meiji Yasuda Life Insurance Tokyo, Japan	$912K	-$62.2K	2	0.14%	Reduced
685	SMC S. Muoio & Co New York	$911K	+$867K	1	0.49%	New
686	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$907K	$0	1	0.18%	Maintained
687	BFA Benedict Financial Advisors Atlanta, Georgia	$895K	+$842K	1	0.59%	New
688	Ancora Advisors Cleveland, Ohio	$891K	+$70.3K	1	0.11%	Increased
689	SC Searle & Co Greenwich, Connecticut	$873K	+$848K	2	0.74%	New
690	PC Pomelo Capital New York	$869K	$0	1	0.49%	Maintained
691	CK Cohen Klingenstein New York	$865K	-$54.9K	2	0.16%	Reduced
692	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$865K	-$6.11K	1	0.2%	Reduced
693	Horizon Kinetics New York	$862K	-$60K	1	0.01%	Reduced
694	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$860K	-$2.43K	3	0.69%	Reduced
695	BWM Bernicke Wealth Management Altoona, Wisconsin	$858K	+$928K	1	0.84%	New
696	AT Arden Trust Wilmington, Delaware	$856K	-$9.11K	1	0.12%	Reduced
697	Conning Inc Hartford, Connecticut	$856K	-$31.4K	2	0.04%	Reduced
698	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$854K	+$72.1K	4	0.24%	Increased
699	BAM Burnham Asset Management New York	$848K	-$21.1K	1	0.19%	Reduced
700	PAM Paradigm Asset Management New York	$841K	-$1.76M	1	0.11%	Reduced