← 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	Brinker Capital Investments Berwyn, Pennsylvania	$731K	+$27.9K	2	0.03%	Increased
752	WC Wexford Capital West Palm Beach, Florida	$727K	$0	1	0.13%	Maintained
753	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$721K	+$252K	2	0.1%	Increased
754	KB Kimelman & Baird New York	$709K	$0	1	0.13%	Maintained
755	LCP Lombardia Capital Partners Pasadena, California	$708K	+$194K	1	0.05%	Increased
756	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$707K	-$151K	1	0.13%	Reduced
757	Bessemer Group Woodbridge, New Jersey	$704K	-$63.7K	4	0%	Reduced
758	LA Lucus Advisors New York	$698K	-$377K	2	0.57%	Reduced
759	PCM Piermont Capital Management St. Louis, Missouri	$692K	+$374K	1	0.18%	Increased
760	GC Gruss & Co West Palm Beach, Florida	$691K	+$18.7K	1	0.83%	Increased
761	Lazard Asset Management New York	$688K	+$659K	1	0%	Increased
762	MAM Meeder Asset Management Dublin, Ohio	$687K	+$138K	3	0.06%	Increased
763	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$684K	-$132K	1	0.77%	Reduced
764	CCM Cadence Capital Management Boston, Massachusetts	$672K	$0	1	0.05%	Maintained
765	CAM Carret Asset Management New York	$669K	-$189K	1	0.13%	Reduced
766	CF CNA Financial Chicago, Illinois	$669K	$0	1	0.17%	Maintained
767	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$669K	$0	1	0.22%	Maintained
768	Heritage Investors Management Corp Bethesda, Maryland	$668K	-$18.3K	1	0.05%	Reduced
769	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$668K	-$449K	4	0.17%	Reduced
770	Boothbay Fund Management New York	$661K	+$675K	2	0.26%	New
771	FO FT Options Chicago, Illinois	$661K	+$676K	1	0.57%	New
772	Fred Alger Management New York	$660K	-$9.16K	1	0%	Reduced
773	IR Invictus RG Hamilton, Bermuda	$658K	-$70.2K	4	0.7%	Reduced
774	Huntington National Bank Columbus, Ohio	$657K	-$86.8K	3	0.02%	Reduced
775	Park National Corp Newark, Ohio	$643K	-$33K	1	0.04%	Reduced