← 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
976	Parallel Advisors San Francisco, California	$256K	+$56.9K	9	0.05%	Increased
977	VI Versor Investments New York	$255K	+$245K	1	0.1%	New
978	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$253K	-$19.9K	1	0.07%	Reduced
979	Steward Partners Investment Advisory New York	$253K	-$19.4K	6	0.04%	Reduced
980	CCM Canal Capital Management Richmond, Virginia	$252K	-$182K	1	0.17%	Reduced
981	LCS Levin Capital Strategies New York	$251K	-$574K	1	0%	Reduced
982	MCM McRae Capital Management Morristown, New Jersey	$250K	-$73.7K	1	0.1%	Reduced
983	BA Bard Associates Chicago, Illinois	$244K	-$20.2K	1	0.11%	Reduced
984	Trillium Asset Management Boston, Massachusetts	$244K	-$1.57K	1	0.02%	Reduced
985	CBU CIBC Bank USA Chicago, Illinois	$243K	+$1.08K	1	0.03%	Increased
986	BHA Beech Hill Advisors New York	$242K	+$239K	1	0.14%	New
987	GTP Global Thematic Partners New York	$242K	-$4.73K	1	0.01%	Reduced
988	LMR Partners London, United Kingdom	$242K	-$766K	1	0.02%	Reduced
989	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$241K	$0	1	0.07%	Maintained
990	VFA Voya Financial Advisors Windsor, Connecticut	$241K	+$10K	1	0.02%	Increased
991	SCM SKBA Capital Management San Francisco, California	$239K	-$179K	1	0.03%	Reduced
992	FHAM Folger Hill Asset Management New York	$238K	+$228K	1	0.02%	New
993	BPM Bowling Portfolio Management Cincinnati, Ohio	$237K	-$329K	1	0.04%	Reduced
994	QC QCM Cayman Houston, Texas	$236K	+$233K	1	0.04%	New
995	Great Lakes Advisors Chicago, Illinois	$235K	+$226K	1	0.01%	New
996	ACM Alethea Capital Management Mercer Island, Washington	$234K	+$241K	1	0.28%	New
997	Chilton Capital Management Houston, Texas	$232K	$0	1	0.02%	Maintained
998	YIA YHB Investment Advisors West Hartford, Connecticut	$232K	$0	1	0.04%	Maintained
999	HCM Hollencrest Capital Management Newport Beach, California	$230K	-$44.5K	1	0.03%	Reduced
1000	Lincoln National Corp Radnor, Pennsylvania	$227K	-$11.2K	1	0.01%	Reduced