← 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	WP WealthPLAN Partners Omaha, Nebraska	$866K	+$1.62M	3	0.11%	New
727	BFIM Beese Fulmer Investment Management Canton, Ohio	$852K	-$17.2K	1	0.24%	Reduced
728	PAM Palisade Asset Management Minneapolis, Minnesota	$848K	+$366K	1	0.16%	Increased
729	Verition Fund Management Greenwich, Connecticut	$841K	-$1.67M	3	0.11%	Reduced
730	GIM Grassi Investment Management Santa Clara, California	$832K	+$91.6K	1	0.16%	Increased
731	Algert Global San Francisco, California	$821K	-$14.3K	1	0.33%	Reduced
732	CAM Chesapeake Asset Management New York	$814K	-$64.6K	1	0.66%	Reduced
733	CC ClearArc Capital Cincinnati, Ohio	$814K	-$3.75K	2	0.16%	Reduced
734	RQS Ramsey Quantitative Systems Louisville, Kentucky	$808K	-$17.2K	1	0.89%	Reduced
735	HCM Herndon Capital Management Atlanta, Georgia	$805K	-$562K	3	0.03%	Reduced
736	RCYC Richard C. Young & Co Newport, Rhode Island	$797K	-$23.9K	1	0.18%	Reduced
737	ACM Axel Capital Management New York	$789K	$0	1	0.7%	Maintained
738	HL Financial Services Louisville, Kentucky	$787K	+$24.5K	2	0.02%	Increased
739	SI SII Investments Appleton, Wisconsin	$784K	-$54.2K	2	0.06%	Reduced
740	TIA Trust Investment Advisors Indianapolis, Indiana	$773K	-$29.5K	1	0.91%	Reduced
741	LCM Logan Capital Management Newtown Square, Pennsylvania	$771K	+$42.5K	1	0.07%	Increased
742	BSPF British Steel Pension Fund London, United Kingdom	$770K	+$753K	1	0.11%	New
743	ICOA Investment Centers of America Bismarck, North Dakota	$768K	-$12.6K	1	0.09%	Reduced
744	AEGON Asset Management (UK) Edinburgh, United Kingdom	$768K	+$716K	1	0.02%	New
745	PIM Partner Investment Management San Francisco, California	$765K	-$56.7K	1	1.25%	Reduced
746	TMC Trellus Management Company Delray Beach, Florida	$756K	+$476K	1	1.23%	Increased
747	OIA Optimum Investment Advisors Chicago, Illinois	$753K	-$37.8K	1	0.29%	Reduced
748	WC Whitnell & Co Oak Brook, Illinois	$746K	-$3.19K	2	0.24%	Reduced
749	WCM Weik Capital Management Wyomissing, Pennsylvania	$744K	$0	1	0.44%	Maintained
750	JMH J.M. Hartwell New York	$736K	$0	1	0.19%	Maintained