← 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	Asset Management One Tokyo, Japan	$6.33M	-$4.97M	6	0.1%	Reduced
377	LA Linden Advisors New York	$6.3M	+$7.27M	1	1.61%	New
378	Royal London Asset Management United Kingdom	$6.27M	-$303K	2	0.15%	Reduced
379	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$6.22M	+$168K	1	1.95%	Increased
380	CC Colrain Capital Boston, Massachusetts	$6.06M	-$1.4M	1	0.45%	Reduced
381	WAM World Asset Management Detroit, Michigan	$6.02M	-$788K	6	0.19%	Reduced
382	AAM Auxier Asset Management Aurora, Oregon	$5.99M	+$1.02M	2	1.28%	Increased
383	SRCM Swift Run Capital Management Charlottesville, Virginia	$5.98M	+$3.43M	1	3.2%	Increased
384	Advisors Asset Management Monument, Colorado	$5.93M	-$349K	6	0.09%	Reduced
385	DC Deere & Company Moline, Illinois	$5.8M	+$3.62M	4	0.33%	Increased
386	CCM Cadence Capital Management Boston, Massachusetts	$5.78M	-$9.96M	3	0.24%	Reduced
387	HA Heartland Advisors Milwaukee, Wisconsin	$5.64M	$0	1	0.1%	Maintained
388	BB&T Securities Richmond, Virginia	$5.59M	-$2.37M	3	0.14%	Reduced
389	AC AFAM Capital Austin, Texas	$5.57M	+$5.53M	1	0.75%	New
390	CCT Country Club Trust Kansas City, Missouri	$5.57M	+$181K	1	0.78%	Increased
391	IA Icon Advisers Greenwood Village, Colorado	$5.51M	-$976K	2	0.39%	Reduced
392	Huntington National Bank Columbus, Ohio	$5.47M	+$4.15M	2	0.11%	Increased
393	Livforsakringsbolaget Skandia Stockholm, Sweden	$5.46M	+$5.36M	4	0.2%	Increased
394	GH GAM Holding Zurich, Switzerland	$5.42M	+$824K	3	0.09%	Increased
395	Employees Retirement System of Texas Austin, Texas	$5.39M	-$3.83M	3	0.07%	Reduced
396	Eagle Asset Management St Petersburg, Florida	$5.29M	-$4.99M	1	0.03%	Reduced
397	LG LaFleur & Godfrey Grand Rapids, Michigan	$5.28M	-$1.57M	1	1.46%	Reduced
398	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$5.28M	+$1.27M	1	1%	Increased
399	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$5.26M	+$3M	2	0.62%	Increased
400	CIBC Asset Management Toronto, Ontario, Canada	$5.24M	+$213K	4	0.03%	Increased