← 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	Level Four Advisory Services Dallas, Texas	$1.26M	+$189K	2	0.09%	Increased
752	SCM Sio Capital Management New York	$1.25M	-$3.22M	1	0.69%	Reduced
753	SC Saybrook Capital Winston Salem, North Carolina	$1.25M	-$922K	1	0.57%	Reduced
754	PK Pflug Koory Omaha, Nebraska	$1.24M	-$3.88K	3	0.98%	Reduced
755	Atria Investments Charlotte, North Carolina	$1.24M	+$316K	3	0.05%	Increased
756	Coldstream Capital Management Bellevue, Washington	$1.23M	-$2.63K	1	0.12%	Reduced
757	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$1.23M	-$20.2K	2	0.36%	Reduced
758	MHP Manatuck Hill Partners Westport, Connecticut	$1.22M	-$2.64M	1	0.49%	Reduced
759	Horizon Investments Charlotte, North Carolina	$1.22M	+$1.28M	1	0.05%	New
760	Veritable Wilmington, Delaware	$1.22M	+$221K	3	0.03%	Increased
761	DCM Dynamic Capital Management St. Helier, Jersey	$1.21M	+$626K	1	1.94%	Increased
762	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$1.21M	+$137K	1	0.23%	Increased
763	Brighton Jones LLC Seattle, Washington	$1.21M	+$142K	1	0.16%	Increased
764	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$1.2M	+$7.3K	1	0.17%	Increased
765	AP Advisor Partners Walnut Creek, California	$1.19M	+$56.9K	3	0.2%	Increased
766	CMT Capital Markets Trading Frankfurt, Germany	$1.19M	+$714K	1	0.03%	Increased
767	SC Searle & Co Greenwich, Connecticut	$1.17M	$0	1	0.74%	Maintained
768	SCCM Schafer Cullen Capital Management New York	$1.16M	-$9.49K	1	0.02%	Reduced
769	AL Arnhold LLC New York	$1.16M	$0	2	0.2%	Maintained
770	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$1.16M	$0	1	0.65%	Maintained
771	P Pitcairn Conshohocken, Pennsylvania	$1.15M	+$471K	3	0.12%	Increased
772	HCM Highlander Capital Management Short Hills, New Jersey	$1.15M	-$13.4K	3	0.65%	Reduced
773	GCA Gideon Capital Advisors New York	$1.14M	+$682K	2	0.57%	Increased
774	Fayez Sarofim & Co Houston, Texas	$1.13M	+$213K	3	0.01%	Increased
775	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.11M	-$425K	1	0.1%	Reduced