← 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
726	Capstone Investment Advisors New York	$813K	-$2.86M	1	0.01%	Reduced
727	SLG Stanley-Laman Group Berwyn, Pennsylvania	$812K	+$236K	2	0.14%	Increased
728	Walleye Trading New York	$809K	-$7.18M	4	0.01%	Reduced
729	HCM Horrell Capital Management Little Rock, Arkansas	$805K	+$10K	1	0.41%	Increased
730	CAM Cubic Asset Management Boston, Massachusetts	$797K	+$32.5K	1	0.27%	Increased
731	NCM Noesis Capital Mangement Boca Raton, Florida	$796K	+$219K	1	0.39%	Increased
732	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$796K	+$799K	1	0.65%	New
733	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$795K	-$129K	4	0.03%	Reduced
734	BB Bell Bank Fargo, North Dakota	$791K	-$69.2K	1	0.53%	Reduced
735	AT Arden Trust Wilmington, Delaware	$785K	-$107K	1	0.1%	Reduced
736	BUB BBVA USA Bancshares Houston, Texas	$781K	-$110K	1	0.04%	Reduced
737	MC Montag & Caldwell Atlanta, Georgia	$781K	-$305K	1	0.01%	Reduced
738	UR USCA RIA Houston, Texas	$780K	+$784K	1	0.28%	New
739	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$776K	$0	1	0.16%	Maintained
740	CPIM Columbia Partners Investment Management Alexandria, Virginia	$775K	+$118K	1	0.03%	Increased
741	KCPG Kavar Capital Partners Group Leawood, Kansas	$775K	-$209K	4	0.64%	Reduced
742	HL Financial Services Louisville, Kentucky	$770K	-$367K	2	0.02%	Reduced
743	TCM Twin Capital Management Mcmurray, Pennsylvania	$769K	-$54.8K	1	0.08%	Reduced
744	CK Cohen Klingenstein New York	$763K	$0	2	0.15%	Maintained
745	FIM Freedom Investment Management Hartford, Connecticut	$753K	+$85.7K	1	0.16%	Increased
746	GAM Griffin Asset Management New York	$753K	+$62.8K	1	0.24%	Increased
747	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$752K	+$3.5K	3	0.63%	Increased
748	BAM Burnham Asset Management New York	$750K	+$108K	1	0.18%	Increased
749	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$743K	+$50.5K	1	0.48%	Increased
750	SCA Secor Capital Advisors New York	$727K	-$1.69M	1	0.36%	Reduced