← 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	Raymond James Trust St. Petersburg, Florida	$1.71M	+$274K	5	0.09%	Increased
677	GA Gagnon Advisors New York	$1.71M	$0	1	1.06%	Maintained
678	Hotchkis & Wiley Capital Management Los Angeles, California	$1.7M	-$710K	1	0.01%	Reduced
679	GC Globeflex Capital San Diego, California	$1.69M	+$233K	4	0.37%	Increased
680	GCA Gideon Capital Advisors New York	$1.68M	+$1.58M	2	0.55%	New
681	Coldstream Capital Management Bellevue, Washington	$1.66M	-$34.3K	1	0.14%	Reduced
682	CK Cohen Klingenstein New York	$1.61M	$0	3	0.1%	Maintained
683	COI Connable Office Inc Kalamazoo, Michigan	$1.61M	$0	2	0.29%	Maintained
684	EFEM Eos Focused Equity Management New York	$1.59M	+$1.49M	1	1.85%	New
685	CWG Cornerstone Wealth Group Huntersville, North Carolina	$1.57M	-$48.7K	1	0.39%	Reduced
686	EGI EAM Global Investors Solana Beach, California	$1.57M	$0	1	0.76%	Maintained
687	ATC Argent Trust Co Nashville, Tennessee	$1.56M	-$427K	2	0.15%	Reduced
688	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$1.56M	+$58.2K	1	0.13%	Increased
689	FHB First Hawaiian Bank Honolulu, Hawaii	$1.54M	+$508K	4	0.08%	Increased
690	MAM Myriad Asset Management North Point, Hong Kong	$1.53M	+$1.53M	1	0.16%	New
691	KCP Kenmare Capital Partners New York	$1.53M	$0	1	2.01%	Maintained
692	OCAM Owl Creek Asset Management New York	$1.53M	+$1.53M	1	0.08%	New
693	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$1.51M	+$2.38K	1	0.27%	Increased
694	RHBC R.H. Bluestein & Co Birmingham, Michigan	$1.5M	+$591K	4	0.08%	Increased
695	Veritable Wilmington, Delaware	$1.5M	+$252K	3	0.03%	Increased
696	BCMNY Buckingham Capital Management (New York) New York	$1.5M	-$8.21M	1	0.19%	Reduced
697	Simplex Trading Chicago, Illinois	$1.49M	-$4.2M	2	0%	Reduced
698	AI Atom Investors Austin, Texas	$1.49M	+$337K	2	0.1%	Increased
699	CL CPWM LLC Seattle, Washington	$1.46M	$0	1	0.19%	Maintained
700	FA FDx Advisors Chicago, Illinois	$1.44M	-$231K	3	0.1%	Reduced