← 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	Norinchukin Bank Tokyo, Japan	$946K	-$100K	2	0.03%	Reduced
702	HCM Horrell Capital Management Little Rock, Arkansas	$929K	+$166K	1	0.44%	Increased
703	BOTW Bank of the West Monterey Park, California	$928K	+$972K	1	0.14%	New
704	MNBTD Moody National Bank Trust Division Galveston, Texas	$926K	$0	2	0.06%	Maintained
705	AIM Avity Investment Management Greenwich, Connecticut	$908K	$0	1	0.16%	Maintained
706	BAM Boyar Asset Management New York	$896K	-$16.3K	1	0.71%	Reduced
707	CC Cipher Capital New York	$896K	-$639K	3	0.29%	Reduced
708	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$893K	+$21.5K	2	0.15%	Increased
709	NCA NCM Capital Advisers Durham, North Carolina	$890K	+$365K	1	1.32%	Increased
710	MC Montag & Caldwell Atlanta, Georgia	$880K	-$4.46K	1	0.01%	Reduced
711	I IberiaBank Lafayette, Louisiana	$864K	+$6.6K	1	0.48%	Increased
712	Jefferies Group New York	$858K	-$3.79M	5	0.01%	Reduced
713	OPCM Osborne Partners Capital Management San Francisco, California	$858K	+$26.1K	1	0.11%	Increased
714	Fayez Sarofim & Co Houston, Texas	$855K	$0	2	0%	Maintained
715	Cornerstone Investment Partners Atlanta, Georgia	$850K	+$62.2K	1	0.01%	Increased
716	CAM Cubic Asset Management Boston, Massachusetts	$850K	+$91.8K	1	0.28%	Increased
717	MSU Maple Securities USA Jersey City, New Jersey	$850K	+$890K	1	0.09%	New
718	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$849K	+$7.43K	1	0.5%	Increased
719	NCM Noesis Capital Mangement Boca Raton, Florida	$842K	+$76.7K	1	0.38%	Increased
720	HL Financial Services Louisville, Kentucky	$838K	+$37.2K	2	0.02%	Increased
721	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$831K	+$870K	1	0.38%	New
722	OWIM Old West Investment Management Los Angeles, California	$827K	+$13.9K	1	0.49%	Increased
723	Conning Inc Hartford, Connecticut	$824K	-$54.9K	2	0.04%	Reduced
724	Horizon Kinetics New York	$824K	+$22.4K	1	0.01%	Increased
725	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$823K	-$23K	4	0.2%	Reduced