← 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	HMS Hanseatic Management Services Albuquerque, New Mexico	$1.84M	+$12.9K	2	1.55%	Increased
677	Ancora Advisors Cleveland, Ohio	$1.84M	+$215K	6	0.08%	Increased
678	AEGON Asset Management (UK) Edinburgh, United Kingdom	$1.84M	$0	1	0.04%	Maintained
679	Coldstream Capital Management Bellevue, Washington	$1.83M	-$127K	1	0.16%	Reduced
680	Empirical Finance Havertown, Pennsylvania	$1.82M	+$39.9K	1	0.47%	Increased
681	MGO One Seven Beachwood, Ohio	$1.81M	+$408K	4	0.47%	Increased
682	WAM World Asset Management Detroit, Michigan	$1.81M	-$946K	4	0.2%	Reduced
683	CF Centaurus Financial Anaheim, California	$1.8M	+$1.13M	3	0.27%	Increased
684	Twin Tree Management Dallas, Texas	$1.8M	-$7.42M	2	0.01%	Reduced
685	LCM Legato Capital Management San Francisco, California	$1.78M	+$1.52M	1	0.36%	New
686	MA MYDA Advisors Woodmere, New York	$1.78M	+$1.63M	1	1.07%	New
687	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.74M	-$215K	3	0.04%	Reduced
688	CAM Chou Associates Management Toronto, Ontario, Canada	$1.74M	-$781K	1	1.91%	Reduced
689	SP Symmetry Partners Glastonbury, Connecticut	$1.72M	+$292K	3	0.22%	Increased
690	DA Denali Advisors San Diego, California	$1.72M	+$244K	3	0.33%	Increased
691	Regions Financial Corp Birmingham, Alabama	$1.72M	-$222K	1	0.02%	Reduced
692	BPIM Brant Point Investment Management New York	$1.71M	+$1.45M	1	0.17%	New
693	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$1.71M	-$2.92M	2	0.06%	Reduced
694	TC TwinBeech Capital Purchase, New York	$1.7M	-$363K	1	0.37%	Reduced
695	Diversified Trust Memphis, Tennessee	$1.68M	+$309K	3	0.08%	Increased
696	DJSG D.J. St. Germain Springfield, Massachusetts	$1.68M	+$321K	1	0.15%	Increased
697	LRPA L. Roy Papp & Associates Phoenix, Arizona	$1.67M	$0	1	0.24%	Maintained
698	SAM Sompo Asset Management Tokyo, Japan	$1.65M	-$575K	1	0.42%	Reduced
699	Raymond James Trust St. Petersburg, Florida	$1.64M	-$28.7K	3	0.08%	Reduced
700	CCG Cypress Capital Group Palm Beach, Florida	$1.63M	+$138K	3	0.3%	Increased