← 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
376	ProShare Advisors Bethesda, Maryland	$5.97M	-$1.24M	7	0.14%	Reduced
377	Brandywine Global Investment Management Philadelphia, Pennsylvania	$5.95M	+$626K	2	0.06%	Increased
378	LBG Lloyds Banking Group London, United Kingdom	$5.94M	-$1.83M	2	0.06%	Reduced
379	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$5.81M	-$70.2K	1	1.93%	Reduced
380	WAM Westport Asset Management Southport, Connecticut	$5.79M	$0	1	1.52%	Maintained
381	Glenmede Trust Philadelphia, Pennsylvania	$5.77M	-$1.49M	9	0.07%	Reduced
382	WBC Westpac Banking Corp Sydney, Australia	$5.75M	-$1.31B	4	0.07%	Reduced
383	Advisors Asset Management Monument, Colorado	$5.73M	+$277K	6	0.1%	Increased
384	TWI Thomas White International Chicago, Illinois	$5.69M	+$518	3	0.82%	Increased
385	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$5.65M	-$27.6K	2	0.04%	Reduced
386	Spot Trading Chicago, Illinois	$5.65M	+$1.31M	5	0.04%	Increased
387	1919 Investment Counsel Baltimore, Maryland	$5.59M	+$1.41M	4	0.13%	Increased
388	CCM Century Capital Management Boston, Massachusetts	$5.55M	-$12M	1	0.23%	Reduced
389	DFO Duquesne Family Office New York	$5.51M	+$4.89M	1	0.65%	New
390	RC Randolph Company Cincinnati, Ohio	$5.46M	$0	1	1.22%	Maintained
391	DCM Dupont Capital Management Wilmington, Delaware	$5.44M	-$9.47M	2	0.1%	Reduced
392	LPL Financial San Diego, California	$5.43M	+$368K	6	0.04%	Increased
393	Scotia Capital Toronto, Ontario, Canada	$5.42M	+$3.29M	3	0.15%	Increased
394	ANI American National Insurance Galveston, Texas	$5.4M	$0	1	0.39%	Maintained
395	WI WHV Investments San Francisco, California	$5.37M	-$403K	1	0.05%	Reduced
396	CIC Cornercap Investment Counsel Atlanta, Georgia	$5.34M	+$5.8M	2	1.09%	Increased
397	Veritas Asset Management London, United Kingdom	$5.28M	+$4.85M	1	0.13%	New
398	Fifth Third Bancorp Cincinnati, Ohio	$5.24M	-$5.02M	7	0.05%	Reduced
399	UBS O'Connor Chicago, Illinois	$5.23M	-$44.4M	1	0.11%	Reduced
400	CCT Country Club Trust Kansas City, Missouri	$5.21M	+$222K	1	0.82%	Increased