← 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	DCM Dynamic Capital Management St. Helier, Jersey	$501K	-$7.84M	1	0.14%	Reduced
777	ALPS Advisors Denver, Colorado	$501K	+$128K	1	0.01%	Increased
778	WAM Weatherly Asset Management Del Mar, California	$499K	$0	1	0.2%	Maintained
779	LRPA L. Roy Papp & Associates Phoenix, Arizona	$496K	+$8.07K	1	0.12%	Increased
780	WA WealthTrust Axiom Wayne, Pennsylvania	$496K	-$55.3K	3	0.21%	Reduced
781	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$495K	-$191K	1	0.09%	Reduced
782	Wedbush Securities Los Angeles, California	$492K	+$256K	3	0.1%	Increased
783	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$488K	-$81.4K	1	1.31%	Reduced
784	ANBTV American National Bank & Trust (Virginia) Danville, Virginia	$486K	-$122K	1	0.25%	Reduced
785	IP Isthmus Partners Madison, Wisconsin	$486K	+$9.26K	1	0.18%	Increased
786	Brandes Investment Partners La Jolla, California	$485K	$0	1	0.01%	Maintained
787	TIAA CREF Trust St Louis, Missouri	$483K	+$24.8K	1	0.01%	Increased
788	HC Hourglass Capital Houston, Texas	$481K	$0	1	0.11%	Maintained
789	I2I Insight 2811 Inc Chicago, Illinois	$480K	-$812K	1	0.28%	Reduced
790	NMC Nine Masts Capital Central, Hong Kong	$480K	$0	1	0.12%	Maintained
791	Boothbay Fund Management New York	$478K	+$27.2K	2	0.23%	Increased
792	RQS Ramsey Quantitative Systems Louisville, Kentucky	$478K	+$509K	1	0.56%	New
793	CS Credential Securities Vancouver,	$477K	+$37.1K	2	0.33%	Increased
794	PTC Private Trust Company Cleveland, Ohio	$475K	-$69K	1	0.14%	Reduced
795	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$474K	$0	1	0.13%	Maintained
796	Smithfield Trust Pittsburgh, Pennsylvania	$473K	$0	3	0.1%	Maintained
797	AFG Albion Financial Group Salt Lake City, Utah	$468K	$0	1	0.08%	Maintained
798	ECM Everence Capital Management Goshen, Indiana	$468K	$0	1	0.16%	Maintained
799	PP Patten & Patten Chattanooga, Tennessee	$467K	-$120K	1	0.07%	Reduced
800	RIM Regent Investment Management Louisville, Kentucky	$466K	-$43.1K	1	0.26%	Reduced