← 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
701	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$1.95M	-$517K	2	0.06%	Reduced
702	Milford Funds Auckland,	$1.95M	-$29M	1	0.03%	Reduced
703	Ingalls & Snyder LLC New York	$1.93M	+$175K	2	0.05%	Increased
704	RFM Royal Fund Management Lady Lake, Florida	$1.92M	+$1.46M	1	0.16%	Increased
705	PNC Point Nemo Capital Dripping Springs, Texas	$1.91M	+$110K	1	0.97%	Increased
706	Empirical Finance Havertown, Pennsylvania	$1.9M	+$47.6K	4	0.08%	Increased
707	Boothbay Fund Management New York	$1.89M	-$2.82M	7	0.03%	Reduced
708	TSS Two Sigma Securities New York	$1.87M	+$66K	5	0.16%	Increased
709	Apollon Wealth Management Mount Pleasant, South Carolina	$1.87M	+$323K	7	0.02%	Increased
710	Meyer Handelman Company Rye Brook, New York	$1.86M	-$1M	3	0.05%	Reduced
711	Concurrent Investment Advisors Tampa, Florida	$1.86M	-$282K	5	0.02%	Reduced
712	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$1.86M	-$3.67M	1	0.16%	Reduced
713	PEAK6 Chicago, Illinois	$1.85M	-$6.16M	6	0%	Reduced
714	EEL Expect Equity LLC Pikesville, Maryland	$1.85M	$0	1	1.19%	Maintained
715	CP Cumberland Partners Toronto, Ontario, Canada	$1.85M	$0	1	0.12%	Maintained
716	Centiva Capital New York	$1.83M	-$2.04M	6	0.02%	Reduced
717	SC Searle & Co Greenwich, Connecticut	$1.83M	$0	1	0.41%	Maintained
718	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$1.81M	-$236K	1	0.02%	Reduced
719	Everett Harris & Co Los Angeles, California	$1.8M	-$2.82M	1	0.02%	Reduced
720	CC Commons Capital Needham, Massachusetts	$1.79M	+$1.29M	2	1.25%	Increased
721	AIP Arrowpoint Investment Partners Singapore	$1.79M	+$1.46M	1	0.39%	New
722	IA Inspire Advisors Meridian, Idaho	$1.79M	-$2.04M	3	0.12%	Reduced
723	RCM Radnor Capital Management Wayne, Pennsylvania	$1.79M	$0	2	0.25%	Maintained
724	DSCM Divisadero Street Capital Management Miami, Florida	$1.79M	-$5.54M	2	0.04%	Reduced
725	CA Continental Advisors Park City, Utah	$1.78M	-$545K	1	0.75%	Reduced