← 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	Cornerstone Investment Partners Atlanta, Georgia	$1.07M	-$75.1K	1	0.03%	Reduced
677	Cullen/Frost Bankers San Antonio, Texas	$1.06M	+$16.7K	1	0.04%	Increased
678	SMC S. Muoio & Co New York	$1.06M	-$47	1	0.62%	Reduced
679	LA Lucus Advisors New York	$1.05M	+$949K	2	0.62%	New
680	Element Capital Management New York	$1.04M	+$471K	1	0.15%	Increased
681	Fayez Sarofim & Co Houston, Texas	$1.03M	$0	2	0.01%	Maintained
682	SC Searle & Co Greenwich, Connecticut	$1.02M	$0	1	0.94%	Maintained
683	Schonfeld Strategic Advisors New York	$998K	+$942K	2	0.41%	New
684	BLB&B Advisors Montgomeryville, Pennsylvania	$991K	-$33.4K	1	0.2%	Reduced
685	EEG E.E. Geduld	$988K	+$8.94K	1	1.35%	Increased
686	North Star Investment Management Chicago, Illinois	$985K	-$9.9K	4	0.19%	Reduced
687	First Citizens Bank & Trust Raleigh, North Carolina	$979K	+$922K	2	0.08%	New
688	Ancora Advisors Cleveland, Ohio	$978K	-$52.9K	2	0.12%	Reduced
689	Deltec Asset Management New York	$975K	$0	1	0.24%	Maintained
690	Colonial Trust Advisors Spartanburg, South Carolina	$962K	-$6.26K	1	0.31%	Reduced
691	BOK Financial Tulsa, Oklahoma	$957K	+$286K	2	0.03%	Increased
692	CK Cohen Klingenstein New York	$953K	-$27.7K	2	0.18%	Reduced
693	Coliseum Capital Management Rowayton, Connecticut	$935K	+$166K	1	0.36%	Increased
694	Seven Eight Capital New York	$933K	-$1.54M	3	0.4%	Reduced
695	Burney Company Reston, Virginia	$932K	-$62.8K	2	0.07%	Reduced
696	Cetera Advisor Networks El Segundo, California	$904K	+$293K	1	0.06%	Increased
697	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$901K	-$1.39M	1	0.35%	Reduced
698	BAM Burnham Asset Management New York	$899K	-$9.8K	1	0.29%	Reduced
699	AWCI Alpine Woods Capital Investors Purchase, New York	$892K	+$304K	1	0.05%	Increased
700	Beese Fulmer Investment Management Canton, Ohio	$888K	-$8.47K	1	0.26%	Reduced