← 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	CCM Compass Capital Management Minneapolis, Minnesota	$1.28M	$0	2	0.19%	Maintained
702	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$1.28M	-$141K	2	0.35%	Reduced
703	SCCM Schafer Cullen Capital Management New York	$1.26M	$0	1	0.01%	Maintained
704	CAPTRUST Financial Advisors Raleigh, North Carolina	$1.25M	+$353K	4	0.08%	Increased
705	GP GLG Partners London, United Kingdom	$1.25M	+$1.17M	2	0.06%	New
706	SW SVB Wealth Boston, Massachusetts	$1.24M	-$581K	1	0.05%	Reduced
707	CONA Capital One National Association New York	$1.23M	+$1.14M	1	0.08%	New
708	SC Searle & Co Greenwich, Connecticut	$1.22M	$0	1	0.77%	Maintained
709	FBT First Bankers Trust Louisville, Kentucky	$1.22M	+$1.24K	2	0.6%	Increased
710	Horizon Kinetics New York	$1.21M	+$360K	3	0.04%	Increased
711	HCM Highlander Capital Management Short Hills, New Jersey	$1.2M	+$50.8K	3	0.88%	Increased
712	Johnson Investment Counsel Cincinnati, Ohio	$1.2M	-$414K	3	0.03%	Reduced
713	IFM Investors Melbourne, Australia	$1.18M	$0	3	0.19%	Maintained
714	AP Advisor Partners Walnut Creek, California	$1.15M	+$311K	3	0.21%	Increased
715	Veritable Wilmington, Delaware	$1.15M	-$1.72M	3	0.02%	Reduced
716	Montag & Associates Atlanta, Georgia	$1.15M	+$1.07M	1	0.11%	New
717	MAI Capital Management Independence, Ohio	$1.14M	+$826	1	0.06%	Increased
718	FRM Fox Run Management Greenwich, Connecticut	$1.14M	-$2.21M	1	0.33%	Reduced
719	ARMC American Research & Management Company Marion, Massachusetts	$1.14M	+$33K	1	0.35%	Increased
720	DC Diametric Capital Boston, Massachusetts	$1.12M	+$1.32M	1	0.68%	New
721	First Eagle Investment Management New York	$1.12M	$0	2	0%	Maintained
722	Central Trust Company Jefferson City, Missouri	$1.11M	-$40.2K	4	0.07%	Reduced
723	CTA Colonial Trust Advisors Spartanburg, South Carolina	$1.11M	+$37.3K	1	0.17%	Increased
724	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.11M	$0	2	0.13%	Maintained
725	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$1.11M	+$349K	3	0.07%	Increased