← 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	RCM Rutabaga Capital Management Boston, Massachusetts	$886K	-$1.21M	1	0.2%	Reduced
777	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$879K	+$541K	1	0.09%	Increased
778	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$876K	+$10.6K	2	3.38%	Increased
779	JMH J.M. Hartwell New York	$875K	$0	1	0.16%	Maintained
780	DIM DC Investments Management Mclean, Virginia	$871K	+$819K	3	0.36%	New
781	VF Virtu Financial New York	$862K	-$836K	4	0.05%	Reduced
782	Aristeia Capital Greenwich, Connecticut	$858K	-$17.4M	1	0.04%	Reduced
783	KB Kimelman & Baird New York	$856K	$0	1	0.12%	Maintained
784	Independent Advisor Alliance Charlotte, North Carolina	$848K	+$223K	1	0.19%	Increased
785	SL Signition LP New York	$846K	+$798K	1	1.1%	New
786	MNBTD Moody National Bank Trust Division Galveston, Texas	$831K	$0	2	0.04%	Maintained
787	SGI Summit Global Investments Bountiful, Utah	$831K	$0	1	0.13%	Maintained
788	Hotchkis & Wiley Capital Management Los Angeles, California	$819K	+$962K	1	0%	New
789	NG Northstar Group New York	$819K	+$229K	1	0.43%	Increased
790	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$818K	+$697K	3	0.36%	Increased
791	BLA Balter Liquid Alternatives Boston, Massachusetts	$816K	+$839K	1	0.81%	New
792	CIC Cornercap Investment Counsel Atlanta, Georgia	$808K	-$3.21M	2	0.11%	Reduced
793	WAM Weatherly Asset Management Del Mar, California	$796K	-$2.42K	2	0.19%	Reduced
794	CAM Chesapeake Asset Management New York	$792K	$0	1	0.76%	Maintained
795	Advisory Services Network Atlanta, Georgia	$790K	+$506K	6	0.07%	Increased
796	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$784K	-$1.05M	1	0.56%	Reduced
797	CF CNA Financial Chicago, Illinois	$783K	$0	1	0.19%	Maintained
798	Klingenstein Fields & Co New York	$781K	+$232K	1	0.03%	Increased
799	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$759K	-$88.1K	2	0.1%	Reduced
800	BFIM Beese Fulmer Investment Management Canton, Ohio	$755K	-$47.1K	1	0.16%	Reduced