← 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
776	Bahl & Gaynor Cincinnati, Ohio	$606K	+$596K	2	0.01%	New
777	Bessemer Group Woodbridge, New Jersey	$604K	+$600K	4	0.01%	New
778	GF Gerry Farber New York	$604K	+$624K	1	0.61%	New
779	WCM Weik Capital Management Wyomissing, Pennsylvania	$604K	+$624K	1	0.42%	New
780	Carnegie Investment Counsel Pepper Pike, Ohio	$596K	+$627K	1	0.2%	New
781	Aristotle Capital Management Los Angeles, California	$594K	+$591K	1	0.02%	New
782	MIC MU Investments Company Tokyo, Japan	$592K	+$578K	1	0.25%	New
783	Hillsdale Investment Management Toronto, Ontario, Canada	$590K	+$566K	3	0.19%	New
784	NCM Noesis Capital Mangement Boca Raton, Florida	$583K	+$575K	1	0.31%	New
785	FPCM Financial Partners Capital Management New York	$569K	+$566K	1	0.26%	New
786	GMIM General Motors Investment Management New York	$564K	+$553K	1	0.05%	New
787	Buckingham Strategic Wealth Clayton, Missouri	$562K	+$559K	1	0.32%	New
788	PP Palladium Partners Norfolk, Virginia	$562K	+$580K	2	0.06%	New
789	Washington Trust Westerly, Rhode Island	$559K	+$556K	1	0.05%	New
790	RIM Ranger Investment Management Dallas, Texas	$557K	+$576K	1	0.03%	New
791	Massachusetts Financial Services Boston, Massachusetts	$556K	+$567K	1	0%	New
792	JMH J.M. Hartwell New York	$554K	+$546K	1	0.13%	New
793	IC IKOS CIF Limassol, Cyprus	$546K	+$554K	1	1.02%	New
794	SM Stratton Management King Of Prussia, Pennsylvania	$545K	+$542K	1	0.03%	New
795	DTL Dynamic Technology Lab Singapore	$544K	+$532K	2	0.57%	New
796	FM Forward Management San Francisco, California	$541K	+$518K	2	0.04%	New
797	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$540K	+$537K	1	0.05%	New
798	Heritage Investors Management Corp Bethesda, Maryland	$540K	+$537K	1	0.05%	New
799	IRS Invictus RG (Singapore) Singapore	$536K	+$511K	3	0.6%	New
800	GJIC Gamble Jones Investment Counsel Pasadena, California	$534K	+$532K	1	0.07%	New