← 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
951	BA Birinyi Associates Westport, Connecticut	$204K	+$203K	1	0.09%	New
952	B BancorpSouth Tupelo, Mississippi	$202K	$0	1	0.02%	Maintained
953	SRAM Stone Ridge Asset Management New York	$200K	+$227K	1	0.42%	New
954	YP Yellowstone Partners Idaho Falls, Idaho	$200K	-$133K	1	0.11%	Reduced
955	FQ First Quadrant Glendale, California	$199K	+$65.6K	4	0%	Increased
956	GIS Guardian Investor Services New York	$197K	-$4.48K	2	0.16%	Reduced
957	FM Forward Management San Francisco, California	$196K	+$190K	1	0.01%	New
958	HSA Hussman Strategic Advisors Ellicott City, Maryland	$196K	+$18.8K	1	0.02%	Increased
959	PCM Prentice Capital Management Greenwich, Connecticut	$188K	-$693K	1	0.3%	Reduced
960	IC IKOS CIF Limassol, Cyprus	$184K	+$186K	1	0.31%	New
961	RTW Investments New York	$169K	+$174K	1	0.06%	New
962	TA Teton Advisors Rye, New York	$164K	$0	1	0.01%	Maintained
963	GLI Guardian Life Insurance New York	$162K	+$876	2	0.02%	Increased
964	NFG Next Financial Group Houston, Texas	$154K	-$235K	4	0.05%	Reduced
965	MAM Mizuho Asset Management Tokyo, Japan	$152K	+$6.17K	4	0.05%	Increased
966	Avior Wealth Management Omaha, Nebraska	$146K	$0	1	0.12%	Maintained
967	MCF Advisors Covington, Kentucky	$146K	$0	1	0.04%	Maintained
968	Chicago Partners Investment Group Chicago, Illinois	$145K	+$141K	1	0.06%	New
969	Shinko Asset Management Company Tokyo, Japan	$138K	-$19.8K	4	0%	Reduced
970	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$128K	$0	2	0.08%	Maintained
971	PHK Point72 Hong Kong Hong Kong	$128K	-$674K	2	0.13%	Reduced
972	CTA Colonial Trust Advisors Spartanburg, South Carolina	$125K	-$111K	1	0.05%	Reduced
973	NES New England Securities New York	$125K	+$44.1K	5	0.04%	Increased
974	TFO Tarbox Family Office Newport Beach, California	$124K	$0	3	0.11%	Maintained
975	IMS Index Management Solutions Philadelphia, Pennsylvania	$116K	-$1.79M	2	0.02%	Reduced