← 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	C WorldWide Group Copenhagen, Denmark	$6.92M	-$217K	1	0.12%	Reduced
327	Whitebox Advisors Minneapolis, Minnesota	$6.87M	-$9.63M	1	0.31%	Reduced
328	EBIM Eagle Boston Investment Management Boston, Massachusetts	$6.87M	+$260K	1	0.92%	Increased
329	ANI American National Insurance Galveston, Texas	$6.87M	$0	1	0.44%	Maintained
330	ProShare Advisors Bethesda, Maryland	$6.87M	+$111K	5	0.1%	Increased
331	KeyBank National Association Cleveland, Ohio	$6.86M	+$2.14M	4	0.05%	Increased
332	ExxonMobil Investment Management Irving, Texas	$6.84M	+$256K	2	0.18%	Increased
333	Raymond James Financial Services Advisors St. Petersburg, Florida	$6.81M	+$6.18M	3	0.11%	Increased
334	Sterling Capital Management Charlotte, North Carolina	$6.78M	-$71.4K	2	0.06%	Reduced
335	CCT Country Club Trust Kansas City, Missouri	$6.72M	-$31.3K	1	1.03%	Reduced
336	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$6.61M	+$151K	6	0.09%	Increased
337	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$6.55M	-$147K	1	2.2%	Reduced
338	SEI Investments Oaks, Pennsylvania	$6.52M	+$1.2M	8	0.06%	Increased
339	Foresters Investment Management New York	$6.48M	+$73.3K	1	0.14%	Increased
340	AGF Investments Inc Toronto, Ontario, Canada	$6.39M	-$21.6M	1	0.08%	Reduced
341	DCM Dupont Capital Management Wilmington, Delaware	$6.37M	-$5.75M	2	0.16%	Reduced
342	PEAK6 Group Chicago, Illinois	$6.25M	-$2.67M	5	0.03%	Reduced
343	AH Achievement Holdings Chicago, Illinois	$6.24M	+$435K	1	0.52%	Increased
344	Janney Montgomery Scott Philadelphia, Pennsylvania	$6.22M	-$383K	5	0.18%	Reduced
345	CG Clinton Group New York	$6.21M	+$1.28M	3	0.59%	Increased
346	BlueCrest Capital Management St Helier, Jersey	$6.17M	-$10.9M	2	0.2%	Reduced
347	State Farm Mutual Automobile Insurance Bloomington, Illinois	$6.12M	$0	1	0.01%	Maintained
348	LSC Lyon Street Capital Sausalito, California	$6.01M	+$3.01M	1	4.36%	Increased
349	AT Acadia Trust Portland, Maine	$6.01M	-$172K	1	2.17%	Reduced
350	CC Cipher Capital New York	$6M	+$6.39M	2	0.85%	New