← 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	KIC Keating Investment Counselors Delray Beach, Florida	$9.64M	+$68.1K	2	4.3%	Increased
327	HT HAP Trading New York	$9.59M	-$23.4M	1	0.59%	Reduced
328	MFWM Motley Fool Wealth Management Alexandria, Virginia	$9.45M	+$1M	1	0.91%	Increased
329	KTA Keeley-Teton Advisors Chicago, Illinois	$9.35M	+$8.99M	3	0.42%	New
330	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$9.34M	+$6.27M	4	0.63%	Increased
331	1WCM 12 West Capital Management New York	$9.32M	$0	1	1.85%	Maintained
332	MCIM Meadow Creek Investment Management Atlanta, Georgia	$9.23M	+$306K	6	0.22%	Increased
333	LSC Lyon Street Capital Sausalito, California	$9.14M	+$3.25M	1	3.66%	Increased
334	DnB Asset Management Oslo, Norway	$9.09M	-$3.01M	3	0.14%	Reduced
335	State of Alaska Department of Revenue Juneau, Alaska	$9.09M	+$2.29M	4	0.66%	Increased
336	CC Coastland Capital Palo Alto, California	$9.08M	$0	1	0.3%	Maintained
337	FP Foundry Partners Minneapolis, Minnesota	$9.03M	+$1.34M	1	0.38%	Increased
338	Janney Montgomery Scott Philadelphia, Pennsylvania	$9.02M	-$780K	7	0.12%	Reduced
339	BNP Paribas Asset Management Paris, France	$8.91M	-$2.43M	3	0.08%	Reduced
340	Utah Retirement Systems Salt Lake City, Utah	$8.91M	-$113K	5	0.21%	Reduced
341	Zurich Cantonal Bank Zurich, Switzerland	$8.86M	+$245K	9	0.09%	Increased
342	Bank of Nova Scotia Toronto, Ontario, Canada	$8.85M	+$6.41M	3	0.04%	Increased
343	AIM Alambic Investment Management Belvedere, California	$8.76M	+$6.63M	4	1.08%	Increased
344	Oppenheimer & Co New York	$8.66M	+$3.25M	6	0.25%	Increased
345	Nomura Asset Management Tokyo, Japan	$8.56M	-$251K	3	0.12%	Reduced
346	GH GAM Holding Zurich, Switzerland	$8.54M	+$3.81M	4	0.13%	Increased
347	Copeland Capital Management Conshohocken, Pennsylvania	$8.52M	-$710K	1	0.59%	Reduced
348	DCM Dupont Capital Management Wilmington, Delaware	$8.52M	+$7.39M	4	0.19%	Increased
349	Commonwealth Equity Services Waltham, Massachusetts	$8.44M	+$102K	7	0.06%	Increased
350	WEO William E. Oberndorf	$8.43M	$0	1	9.43%	Maintained