← 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
326	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$7.28M	-$1.23K	1	2.29%	Reduced
327	ANI American National Insurance Galveston, Texas	$7.19M	$0	1	0.43%	Maintained
328	SCM SKBA Capital Management San Francisco, California	$7.17M	+$1.51M	1	0.55%	Increased
329	Daiwa Securities Group Tokyo, Japan	$7.1M	-$619K	4	0.05%	Reduced
330	Placemark Investments Chicago, Illinois	$7.04M	-$874K	5	0.12%	Reduced
331	FAAM First Allied Asset Management San Diego, California	$7.03M	-$6.86M	1	0.98%	Reduced
332	KBC Group Brussels, Belgium	$6.92M	+$4.52M	5	0.08%	Increased
333	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$6.91M	-$69.2K	6	0.08%	Reduced
334	Utah Retirement Systems Salt Lake City, Utah	$6.83M	$0	4	0.19%	Maintained
335	AC AFAM Capital Austin, Texas	$6.76M	+$26.8K	1	0.86%	Increased
336	Janus Henderson Group London,	$6.76M	-$657K	4	0.05%	Reduced
337	ExxonMobil Investment Management Irving, Texas	$6.7M	-$237K	2	0.16%	Reduced
338	GCP GSA Capital Partners London, United Kingdom	$6.65M	+$333K	6	0.46%	Increased
339	CCT Country Club Trust Kansas City, Missouri	$6.58M	+$1.42K	1	0.87%	Increased
340	HHC Hutchin Hill Capital New York	$6.5M	-$2.47M	1	0.23%	Reduced
341	Pentwater Capital Management Naples, Florida	$6.48M	+$2.76M	1	0.05%	Increased
342	Grimes & Company Westborough, Massachusetts	$6.48M	-$17.4K	2	1.67%	Reduced
343	Zurich Cantonal Bank Zurich, Switzerland	$6.46M	+$382K	4	0.2%	Increased
344	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$6.31M	-$26.1K	3	2.43%	Reduced
345	KeyBank National Association Cleveland, Ohio	$6.21M	+$209K	4	0.04%	Increased
346	Employees Retirement System of Texas Austin, Texas	$6.09M	-$313K	2	0.08%	Reduced
347	CCM Catapult Capital Management New York	$6.06M	-$2.26M	1	1.54%	Reduced
348	CWM Concert Wealth Management San Jose, California	$6.06M	+$947K	2	0.92%	Increased
349	RIG Roosevelt Investment Group New York	$6.04M	+$47.5K	2	0.34%	Increased
350	AIM Assured Investment Management New York	$6.03M	-$6.54M	1	0.12%	Reduced