← 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	FCI Financial Counselors Inc Overland Park, Kansas	$7.25M	-$807K	2	0.37%	Reduced
377	CEP Chicago Equity Partners Chicago, Illinois	$7.24M	+$1.49M	6	0.21%	Increased
378	Mitsubishi UFJ Asset Management Tokyo, Japan	$7.22M	+$1.34M	3	0.16%	Increased
379	QIM Quantitative Investment Management Charlottesville, Virginia	$7.13M	-$281K	2	0.11%	Reduced
380	PAA Peregrine Asset Advisers Portland, Oregon	$7.04M	+$3.27M	1	3.79%	Increased
381	MassMutual Private Wealth & Trust Windsor, Connecticut	$7.02M	-$21.1K	3	0.66%	Reduced
382	Janus Henderson Group London,	$6.86M	+$95.6K	5	0.05%	Increased
383	PGIM Pacific Global Investment Management Glendale, California	$6.81M	+$979K	3	1.35%	Increased
384	CCM Cadence Capital Management Boston, Massachusetts	$6.79M	+$1.43M	4	0.47%	Increased
385	Shelton Capital Management Denver, Colorado	$6.78M	+$3.37M	4	0.47%	Increased
386	IFP Advisors Tampa, Florida	$6.77M	+$4.52M	11	0.29%	Increased
387	CIBC Asset Management Toronto, Ontario, Canada	$6.7M	-$128K	6	0.05%	Reduced
388	KCP Kenmare Capital Partners New York	$6.68M	-$392K	1	6.48%	Reduced
389	CFIC City Financial Investment Company London, United Kingdom	$6.63M	-$334K	1	1.04%	Reduced
390	CIBC World Markets New York	$6.6M	-$35.1M	2	0.05%	Reduced
391	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$6.6M	+$182K	3	0.06%	Increased
392	Ameritas Investment Partners Lincoln, Nebraska	$6.58M	-$73.6K	9	0.33%	Reduced
393	Truist Financial Charlotte, North Carolina	$6.55M	+$275K	2	0.13%	Increased
394	WI WBI Investments Red Bank, New Jersey	$6.53M	-$141K	2	0.29%	Reduced
395	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$6.52M	-$49.4K	3	2.74%	Reduced
396	GHCM Glen Harbor Capital Management San Diego, California	$6.51M	-$1.66M	7	0.16%	Reduced
397	STRS Ohio Columbus, Ohio	$6.46M	-$425K	6	0.03%	Reduced
398	ANI American National Insurance Galveston, Texas	$6.45M	$0	1	0.36%	Maintained
399	MC Menta Capital San Francisco, California	$6.38M	-$4.13M	2	0.63%	Reduced
400	Ferguson Wellman Capital Management Portland, Oregon	$6.37M	+$402K	3	0.25%	Increased