← 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	FHB First Hawaiian Bank Honolulu, Hawaii	$2.59M	-$9K	4	0.11%	Reduced
677	CCM Cohen Capital Management Corte Madera, California	$2.58M	$0	1	0.45%	Maintained
678	AI Atom Investors Austin, Texas	$2.58M	+$971K	1	0.21%	Increased
679	AFA Abacus FCF Advisors Orlando, Florida	$2.57M	+$1.09M	2	1.25%	Increased
680	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$2.54M	+$1.42M	4	0.3%	Increased
681	Y-Intercept (HK) Hong Kong	$2.52M	+$2.5M	3	0.46%	Increased
682	FA Faithward Advisors Lancaster, Pennsylvania	$2.52M	-$234K	2	0.49%	Reduced
683	CK Cohen Klingenstein New York	$2.5M	$0	3	0.11%	Maintained
684	SC Shellback Capital Boston, Massachusetts	$2.47M	+$3.79M	1	0.14%	New
685	Caxton Associates (New York) New York	$2.46M	+$850K	4	0.27%	Increased
686	GIM Goelzer Investment Management Carmel, Indiana	$2.45M	-$190K	1	0.21%	Reduced
687	Steward Partners Investment Advisory New York	$2.44M	-$488K	9	0.04%	Reduced
688	Cetera Investment Advisers Schaumburg, Illinois	$2.43M	+$821	4	0.04%	Increased
689	LRPA L. Roy Papp & Associates Phoenix, Arizona	$2.38M	$0	1	0.3%	Maintained
690	AIC Aurora Investment Counsel Atlanta, Georgia	$2.38M	+$820K	2	1.66%	Increased
691	Ethic Inc New York	$2.37M	+$568K	3	0.24%	Increased
692	FC FORA Capital Miami, Florida	$2.36M	+$2M	2	0.6%	Increased
693	DC Diametric Capital Boston, Massachusetts	$2.36M	+$460K	2	1.86%	Increased
694	PCM Prelude Capital Management New York	$2.35M	-$525K	4	0.06%	Reduced
695	DCM Dimension Capital Management Coral Gables, Florida	$2.35M	+$734K	1	0.48%	Increased
696	Financial Engines Advisors Santa Clara, California	$2.34M	-$204K	1	0.01%	Reduced
697	Integral Health Asset Management New York	$2.33M	+$2.09M	1	0.67%	New
698	CA CastleArk Alternatives Chicago, Illinois	$2.32M	+$2.97M	1	0.09%	New
699	Castleark Management Chicago, Illinois	$2.32M	-$11.5M	1	0.09%	Reduced
700	FA FDx Advisors Chicago, Illinois	$2.32M	-$246K	4	0.07%	Reduced