← 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	NC NewSquare Capital Newtown Square, Pennsylvania	$858K	-$100K	2	0.16%	Reduced
777	Quantinno Capital Management New York	$856K	-$208K	2	0.55%	Reduced
778	Confluence Investment Management St. Louis, Missouri	$842K	-$89.3K	1	0.01%	Reduced
779	C Chescapmanager Baltimore, Maryland	$832K	+$688K	1	0.1%	New
780	SA Springowl Associates New York	$832K	+$688K	1	1.12%	New
781	RAM Roumell Asset Management Chevy Chase, Maryland	$831K	-$1.15M	1	2.02%	Reduced
782	CIM CIM Investment Management Pittsburgh, Pennsylvania	$825K	-$2.07K	2	0.32%	Reduced
783	DIM DC Investments Management Mclean, Virginia	$804K	-$1M	2	0.51%	Reduced
784	AT Arden Trust Wilmington, Delaware	$801K	+$154K	2	0.13%	Increased
785	LBD Landsberg Bennett & Dubbaneh Punta Gorda, Florida	$799K	+$667K	1	0.19%	New
786	SCA Secor Capital Advisors New York	$794K	+$167K	1	0.16%	Increased
787	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$790K	-$218K	1	0.06%	Reduced
788	RIM Rampart Investment Management Hartford, Connecticut	$787K	+$165K	4	0.09%	Increased
789	SFM Signet Financial Management Parsippany, New Jersey	$783K	$0	3	0.15%	Maintained
790	Cerity Partners New York	$782K	-$353K	1	0.05%	Reduced
791	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$782K	+$5.35K	3	0.17%	Increased
792	SCCM Schafer Cullen Capital Management New York	$781K	+$7.45K	1	0.01%	Increased
793	Tiedemann Advisors New York	$771K	-$280K	1	0.04%	Reduced
794	PHK Point72 Hong Kong Hong Kong	$767K	+$261K	7	0.3%	Increased
795	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$765K	-$841K	2	0.09%	Reduced
796	PVWM Point View Wealth Management Summit, New Jersey	$760K	-$24.4K	1	0.34%	Reduced
797	Robeco Schweiz Zurich, Switzerland	$760K	+$718K	1	0.03%	New
798	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$759K	-$1.51M	1	0.17%	Reduced
799	HCM Highlander Capital Management Short Hills, New Jersey	$759K	-$94.9K	3	0.47%	Reduced
800	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$758K	+$25.6K	1	0.06%	Increased