← 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	Fifth Third Bancorp Cincinnati, Ohio	$962K	-$68.3K	6	0.01%	Reduced
777	GIM Guardian Investment Management Tiburon, California	$952K	$0	1	0.85%	Maintained
778	HS HighVista Strategies Boston, Massachusetts	$952K	$0	1	0.65%	Maintained
779	HCM Horrell Capital Management Little Rock, Arkansas	$947K	-$1.87K	1	0.45%	Reduced
780	EP Wealth Advisors Torrance, California	$936K	-$79.1K	3	0.05%	Reduced
781	FBFS First Business Financial Services Madison, Wisconsin	$933K	$0	1	0.16%	Maintained
782	SCCM Schafer Cullen Capital Management New York	$931K	$0	1	0.01%	Maintained
783	AIL AGF Investments LLC Toronto, Ontario, Canada	$928K	+$207K	2	0.22%	Increased
784	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$922K	+$47.3K	1	0.07%	Increased
785	Robeco Schweiz Zurich, Switzerland	$910K	+$139K	2	0.04%	Increased
786	JCM JS Capital Management New York	$906K	-$90.6K	2	0.12%	Reduced
787	VFA Voya Financial Advisors Windsor, Connecticut	$902K	-$164K	1	0.05%	Reduced
788	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$900K	+$433K	1	0.13%	Increased
789	SAM Seelaus Asset Management Chatham, New Jersey	$896K	$0	1	0.78%	Maintained
790	FC Ferris Capital Marlborough, Massachusetts	$893K	$0	2	0.32%	Maintained
791	JT Jump Trading Chicago, Illinois	$887K	+$857K	2	0.03%	New
792	TCM Twin Capital Management Mcmurray, Pennsylvania	$883K	-$275K	2	0.06%	Reduced
793	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$883K	+$828K	1	0.35%	New
794	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$881K	+$340K	3	0.09%	Increased
795	Blackhill Capital Morristown, New Jersey	$878K	+$91.7K	2	0.14%	Increased
796	HA Harfst & Associates Sheridan, Wyoming	$878K	+$15.1K	1	0.36%	Increased
797	HPCM High Pointe Capital Management Chicago, Illinois	$876K	$0	1	1.2%	Maintained
798	NGA Naples Global Advisors Naples, Florida	$876K	+$128K	2	0.2%	Increased
799	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$874K	-$5.76M	1	0.32%	Reduced
800	SCM Stonebridge Capital Management Los Angeles, California	$871K	-$311K	1	0.4%	Reduced