← 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	FMT First Mercantile Trust Cordova, Tennessee	$1.43M	+$53.7K	2	0.15%	Increased
702	AR Advisory Research Chicago, Illinois	$1.41M	-$199K	1	0.07%	Reduced
703	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.41M	-$160K	1	0%	Reduced
704	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$1.4M	+$3.9K	5	0.2%	Increased
705	Shelton Capital Management Denver, Colorado	$1.39M	$0	1	0.08%	Maintained
706	Clark Capital Management Group Philadelphia, Pennsylvania	$1.39M	-$4.12K	2	0.03%	Reduced
707	PAIM Punch & Associates Investment Management Edina, Minnesota	$1.39M	-$1.24M	1	0.12%	Reduced
708	Atria Investments Charlotte, North Carolina	$1.39M	+$293K	3	0.05%	Increased
709	AP Advisor Partners Walnut Creek, California	$1.37M	+$28.1K	3	0.17%	Increased
710	Tokio Marine Asset Management Tokyo, Japan	$1.37M	+$1.29M	1	0.23%	New
711	LIM Leavell Investment Management Mobile, Alabama	$1.35M	$0	2	0.14%	Maintained
712	CI Cigna Investments Bloomfield, Connecticut	$1.35M	-$155K	3	0.14%	Reduced
713	TC TownSquare Capital Provo, Utah	$1.34M	+$74.4K	2	0.11%	Increased
714	Scotia Capital Toronto, Ontario, Canada	$1.34M	-$2.7M	2	0.02%	Reduced
715	SGAM Smith Group Asset Management Dallas, Texas	$1.33M	+$258K	2	0.05%	Increased
716	MGO One Seven Beachwood, Ohio	$1.33M	+$33.3K	2	0.38%	Increased
717	JWBC J.W. Burns & Co Dewitt, New York	$1.32M	$0	4	0.3%	Maintained
718	GIA Gargoyle Investment Advisor Englewood, New Jersey	$1.3M	-$144K	1	1.65%	Reduced
719	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$1.3M	+$374K	2	0.03%	Increased
720	3C 361 Capital Denver, Colorado	$1.3M	-$1.73M	1	0.24%	Reduced
721	MC Machina Capital Paris, France	$1.29M	-$569K	2	0.59%	Reduced
722	Sumitomo Life Insurance Tokyo, Japan	$1.29M	-$118K	1	0.17%	Reduced
723	First Manhattan New York	$1.28M	+$11.5K	7	0.01%	Increased
724	DCM Dean Capital Management Overland Park, Kansas	$1.27M	+$629K	2	1.31%	Increased
725	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$1.27M	+$227K	2	0.13%	Increased