← 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	OWIM Old West Investment Management Los Angeles, California	$721K	+$832K	1	0.45%	New
752	PC Pomelo Capital New York	$719K	+$356K	1	0.36%	Increased
753	WCM Weik Capital Management Wyomissing, Pennsylvania	$716K	-$93K	1	0.45%	Reduced
754	CVM Cheviot Value Management Beverly Hills, California	$713K	-$38.9K	1	0.39%	Reduced
755	LWM Lyons Wealth Management Winter Park, Florida	$713K	+$715K	1	0.62%	New
756	Wedbush Securities Los Angeles, California	$709K	+$64K	2	0.12%	Increased
757	SAM Symphony Asset Management San Francisco, California	$706K	-$346K	2	0.07%	Reduced
758	EML Eos Management LP New York	$705K	$0	1	0.48%	Maintained
759	BA Bard Associates Chicago, Illinois	$704K	$0	1	0.3%	Maintained
760	GHA GW Henssler & Associates Kennesaw, Georgia	$701K	-$120K	1	0.08%	Reduced
761	PC Permit Capital West Conshohocken, Pennsylvania	$698K	+$859K	1	0.48%	New
762	Intact Investment Management Montreal, Quebec, Canada	$683K	+$226K	1	0.03%	Increased
763	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$677K	-$965K	1	0.01%	Reduced
764	SCM Stonebridge Capital Management Los Angeles, California	$676K	+$380K	1	0.28%	Increased
765	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$675K	-$1.34M	1	0.15%	Reduced
766	HVIA Hudson Valley Investment Advisors Goshen, New York	$670K	+$240K	2	0.29%	Increased
767	CAM Chesapeake Asset Management New York	$667K	$0	1	0.45%	Maintained
768	LPC Loeb Partners Corp New York	$667K	-$262K	1	0.22%	Reduced
769	DSC Duncker Streett & Co St. Louis, Missouri	$665K	-$210K	3	0.24%	Reduced
770	B BancorpSouth Tupelo, Mississippi	$660K	+$414K	2	0.07%	Increased
771	QIM Quantitative Investment Management Charlottesville, Virginia	$660K	-$987K	2	0.03%	Reduced
772	LMAM Legg Mason Asset Management Tokyo, Japan	$642K	-$79.3K	1	0.38%	Reduced
773	Ferguson Wellman Capital Management Portland, Oregon	$634K	-$197K	2	0.03%	Reduced
774	GMIM General Motors Investment Management New York	$631K	-$59.6K	1	0.05%	Reduced
775	SCM Schnieders Capital Management Pasadena, California	$628K	+$31.6K	1	0.58%	Increased