← 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	JF Jericho Financial Westerville, Ohio	$3.56M	+$3.75M	1	2.58%	New
677	Old Mission Capital Chicago, Illinois	$3.55M	+$3.4M	1	0.05%	New
678	BRCM Bright Rock Capital Management Hanover, Massachusetts	$3.54M	$0	1	0.76%	Maintained
679	NGA Naples Global Advisors Naples, Florida	$3.51M	-$63.6K	2	0.33%	Reduced
680	NRD Nebula Research & Development New York	$3.51M	-$403K	4	0.41%	Reduced
681	IFP Advisors Tampa, Florida	$3.5M	+$2.75M	15	0.11%	Increased
682	&Partners Nashville, Tennessee	$3.5M	+$1.7M	4	0.04%	Increased
683	HAM Harber Asset Management Asheville, North Carolina	$3.5M	-$16.8M	1	1.05%	Reduced
684	EF Exeter Financial Scottsdale, Arizona	$3.47M	-$134K	2	1.59%	Reduced
685	Callan Family Office Radnor, Pennsylvania	$3.47M	+$3.56M	3	0.22%	New
686	IEFM IQ EQ Fund Management Dublin 2, Ireland	$3.44M	-$543K	1	0.41%	Reduced
687	DJE Kapital 82049 Pullach, Germany	$3.43M	+$3.24M	1	0.08%	New
688	BAM Broyhill Asset Management Charlotte, North Carolina	$3.41M	+$3.27M	1	3.01%	New
689	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$3.4M	-$1.77M	1	0.21%	Reduced
690	SOW State of Wyoming Cheyenne, Wyoming	$3.39M	+$1.56M	12	0.43%	Increased
691	Carlyle Group Washington, District of Columbia	$3.38M	$0	1	0.08%	Maintained
692	SAM Soviero Asset Management New York	$3.34M	+$3.73M	1	2.09%	New
693	Wolverine Trading Chicago, Illinois	$3.33M	-$2.14M	5	0%	Reduced
694	SCM Semanteon Capital Management Newton, Massachusetts	$3.3M	-$3.66K	3	1.77%	Reduced
695	WAM Wakefield Asset Management Englewood, Colorado	$3.3M	-$1.02M	1	1.11%	Reduced
696	JGC J. Goldman & Co New York	$3.28M	+$1.34M	1	0.09%	Increased
697	DCM Dean Capital Management Overland Park, Kansas	$3.27M	+$324K	2	1.39%	Increased
698	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$3.25M	-$3.13M	6	0.25%	Reduced
699	PHS Pekin Hardy Strauss Chicago, Illinois	$3.25M	-$84K	1	0.41%	Reduced
700	PMIA Patrick Mauro Investment Advisor Oak Brook, Illinois	$3.21M	-$339K	2	1.84%	Reduced