← 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	CC Cognios Capital Leawood, Kansas	$4.82M	+$3.01M	1	3.31%	Increased
377	Creative Planning Overland Park, Kansas	$4.75M	+$163K	8	0.05%	Increased
378	Waverton Investment Management London, United Kingdom	$4.71M	$0	1	0.33%	Maintained
379	TIM Thompson Investment Management Madison, Wisconsin	$4.7M	-$199K	1	0.9%	Reduced
380	FNT First Nebraska Trust Lincoln, Nebraska	$4.67M	-$356K	1	1.35%	Reduced
381	LG LaFleur & Godfrey Grand Rapids, Michigan	$4.62M	-$554K	1	1.24%	Reduced
382	Ladenburg Thalmann Financial Services Miami, Florida	$4.58M	+$2.08M	10	0.1%	Increased
383	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$4.57M	+$404K	6	0.31%	Increased
384	SIM Sentry Investment Management Stevens Point, Wisconsin	$4.55M	+$346K	2	0.22%	Increased
385	SEI Investments Oaks, Pennsylvania	$4.55M	+$4.5M	8	0.04%	New
386	Sculptor Capital New York	$4.51M	-$2.82M	1	0.01%	Reduced
387	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$4.47M	-$760K	2	0.03%	Reduced
388	NCIM New Century Investment Management Southfield, Michigan	$4.47M	+$4.33M	1	2.21%	New
389	OA OFI Advisors Philadelphia, Pennsylvania	$4.47M	-$232K	7	0.29%	Reduced
390	SCCM Schafer Cullen Capital Management New York	$4.42M	-$3.74M	1	0.06%	Reduced
391	Brown Brothers Harriman & Co New York	$4.36M	+$7.03K	5	0.02%	Increased
392	DSAM Dock Street Asset Management Palm Beach, Florida	$4.35M	-$74.2K	1	2.29%	Reduced
393	GH GAM Holding Zurich, Switzerland	$4.34M	-$243K	3	0.06%	Reduced
394	Natixis Paris, France	$4.26M	-$148K	2	0.06%	Reduced
395	FA FDx Advisors Chicago, Illinois	$4.25M	-$548K	3	0.26%	Reduced
396	CC Coastland Capital Palo Alto, California	$4.23M	-$2.9M	1	0.17%	Reduced
397	CCG Cypress Capital Group Palm Beach, Florida	$4.21M	-$245K	1	0.98%	Reduced
398	ICM ICC Capital Management Orlando, Florida	$4.2M	+$4.17M	1	0.55%	New
399	Brandywine Global Investment Management Philadelphia, Pennsylvania	$4.08M	+$4.38M	2	0.03%	Increased
400	SAM Securian Asset Management St Paul, Minnesota	$4.05M	+$33.7K	5	0.13%	Increased