← 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
751	MCM Montibus Capital Management Portland, Oregon	$649K	+$274K	2	0.07%	Increased
752	Two Sigma Advisers New York	$646K	-$1.45M	2	0.01%	Reduced
753	Twin Tree Management Dallas, Texas	$644K	+$432K	1	0.02%	Increased
754	WCM Weik Capital Management Wyomissing, Pennsylvania	$643K	+$74.5K	1	0.43%	Increased
755	IRS Invictus RG (Singapore) Singapore	$640K	-$41.3K	4	0.55%	Reduced
756	MVP Miller Value Partners Sarasota, Florida	$628K	$0	1	0.04%	Maintained
757	BAM Burnham Asset Management New York	$624K	+$17.3K	1	0.15%	Increased
758	Conning Inc Hartford, Connecticut	$624K	+$15K	2	0.05%	Increased
759	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$622K	+$629K	2	0.1%	New
760	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$621K	+$19.6K	1	0.18%	Increased
761	JWBC J.W. Burns & Co Dewitt, New York	$602K	$0	2	0.23%	Maintained
762	P Pitcairn Conshohocken, Pennsylvania	$598K	+$10.1K	2	0.07%	Increased
763	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$596K	$0	1	0.09%	Maintained
764	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$592K	-$45.5K	5	0.17%	Reduced
765	WPC White Pine Capital Bloomington, Minnesota	$589K	+$85.1K	1	0.2%	Increased
766	Paradigm Capital Management Inc Albany, New York	$586K	-$6.93K	1	0.04%	Reduced
767	NSIM North Star Investment Management Chicago, Illinois	$585K	+$582K	1	0.16%	New
768	Laird Norton Wetherby Wealth Management San Francisco, California	$578K	+$30.6K	2	0.18%	Increased
769	SWA SFMG Wealth Advisors Plano, Texas	$576K	-$12.2K	1	0.23%	Reduced
770	MSU Maple Securities USA Jersey City, New Jersey	$572K	-$2.51M	2	0.05%	Reduced
771	Smithfield Trust Pittsburgh, Pennsylvania	$571K	-$281K	4	0.13%	Reduced
772	NIM NuWave Investment Management Parsippany, New Jersey	$564K	+$271K	1	0.52%	Increased
773	FM Forward Management San Francisco, California	$561K	+$106K	1	0.04%	Increased
774	MCM McKinley Capital Management Anchorage, Alaska	$559K	-$45.2M	1	0.02%	Reduced
775	FIM Freedom Investment Management Hartford, Connecticut	$558K	+$18.3K	1	0.16%	Increased