← 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	BCM Bluefin Capital Management New York	$2.81M	+$3.94M	1	0.69%	New
677	IIA ICW Investment Advisors Scottsdale, Arizona	$2.78M	-$90.3K	1	1.01%	Reduced
678	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$2.78M	+$2.15M	2	0.26%	Increased
679	MIM Meros Investment Management Dallas, Texas	$2.75M	-$3.34M	1	1.09%	Reduced
680	TAM Tabor Asset Management New York	$2.75M	+$2.04M	1	1.11%	Increased
681	Shelton Capital Management Denver, Colorado	$2.74M	-$546K	1	0.05%	Reduced
682	Financial Advisors Network Tustin, California	$2.74M	+$23K	1	0.38%	Increased
683	Optiver Holding Amsterdam, Netherlands	$2.74M	+$1.55M	12	0%	Increased
684	BCM Buckhead Capital Management Atlanta, Georgia	$2.73M	+$36.1K	1	0.98%	Increased
685	Kentucky Retirement Systems Frankfort, Kentucky	$2.73M	$0	2	0.07%	Maintained
686	FCM FourWorld Capital Management New York	$2.71M	+$1.41M	2	2.2%	Increased
687	MM Meridian Management Little Rock, Arkansas	$2.71M	+$522K	1	0.67%	Increased
688	Harbour Investments Madison, Wisconsin	$2.69M	+$3.56M	9	0.05%	Increased
689	Jacobs Levy Equity Management Florham Park, New Jersey	$2.68M	-$16.9M	3	0.01%	Reduced
690	Virtu Financial New York	$2.67M	+$1.39M	7	0.1%	Increased
691	Hudson Valley Investment Advisors Goshen, New York	$2.65M	$0	1	0.29%	Maintained
692	EW Evoke Wealth Los Angeles, California	$2.64M	+$2.17M	1	0.05%	New
693	Oppenheimer Asset Management New York	$2.63M	-$853K	5	0.03%	Reduced
694	KIC Keating Investment Counselors Delray Beach, Florida	$2.58M	+$558K	2	0.72%	Increased
695	Advisors Capital Management Ridgewood, New Jersey	$2.58M	-$94.3K	1	0.03%	Reduced
696	OTL Oak Thistle LLC New York	$2.57M	+$518K	2	0.36%	Increased
697	RSS Rosenblum Silverman Sutton San Francisco, California	$2.56M	-$403K	1	0.59%	Reduced
698	AP AlpInvest Partners Amsterdam, Netherlands	$2.54M	$0	1	3.96%	Maintained
699	DSCM Divisadero Street Capital Management Miami, Florida	$2.53M	-$5.66M	3	0.12%	Reduced
700	AAA Adams Asset Advisors Dallas, Texas	$2.52M	-$919K	1	0.33%	Reduced