← 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	NG Northstar Group New York	$837K	+$832K	1	0.65%	New
702	PGIM Pacific Global Investment Management Glendale, California	$826K	-$14.8K	1	0.14%	Reduced
703	Burney Company Reston, Virginia	$817K	-$63.3K	2	0.06%	Reduced
704	Walleye Trading New York	$816K	-$615K	4	0.01%	Reduced
705	HCM Highlander Capital Management Short Hills, New Jersey	$813K	+$444K	2	0.7%	Increased
706	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$805K	-$1.51M	1	0.9%	Reduced
707	Numeric Investors Boston, Massachusetts	$793K	-$2.29M	2	0.01%	Reduced
708	SCM Schnieders Capital Management Pasadena, California	$792K	+$91.4K	1	0.52%	Increased
709	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$791K	+$735K	2	0.1%	New
710	DP Dearborn Partners Chicago, Illinois	$787K	-$17.5K	2	0.07%	Reduced
711	Virginia Retirement Systems Richmond, Virginia	$786K	-$812K	3	0.01%	Reduced
712	WCM Weik Capital Management Wyomissing, Pennsylvania	$782K	-$3.77K	1	0.45%	Reduced
713	ACM Axel Capital Management New York	$772K	+$753K	1	0.76%	Increased
714	E. Ohman J:or Asset Management Stockholm, Sweden	$765K	-$113K	3	0.18%	Reduced
715	Huntington National Bank Columbus, Ohio	$756K	+$182K	6	0.02%	Increased
716	Mizuho Securities USA New York	$754K	+$856K	1	0.07%	New
717	Park National Corp Newark, Ohio	$743K	+$75.7K	1	0.05%	Increased
718	GMIM General Motors Investment Management New York	$731K	-$5.36M	2	0.06%	Reduced
719	MCM Mork Capital Management Healdsburg, California	$730K	+$700K	1	0.56%	New
720	Hancock Whitney Gulfport, Mississippi	$727K	+$64.1K	1	0.03%	Increased
721	Ferguson Wellman Capital Management Portland, Oregon	$725K	-$4.41K	2	0.03%	Reduced
722	WA WealthTrust Axiom Wayne, Pennsylvania	$723K	+$204K	3	0.26%	Increased
723	Klingenstein Fields & Co New York	$720K	+$136K	1	0.03%	Increased
724	FPCM Financial Partners Capital Management New York	$719K	+$67.8K	1	0.2%	Increased
725	First Eagle Investment Management New York	$717K	$0	1	0%	Maintained