← 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	Chartwell Investment Partners Berywn, Pennsylvania	$6.56M	-$3.11M	1	0.31%	Reduced
377	DnB Asset Management Oslo, Norway	$6.48M	-$1.72M	3	0.1%	Reduced
378	ORI Oak Ridge Investments Chicago, Illinois	$6.46M	-$1.11M	1	0.66%	Reduced
379	Carillon Tower Advisers St. Petersburg, Florida	$6.36M	-$337K	1	0.06%	Reduced
380	KIC Keating Investment Counselors Delray Beach, Florida	$6.32M	-$647K	1	3.86%	Reduced
381	FA Faithward Advisors Lancaster, Pennsylvania	$6.31M	+$7.62M	2	1.78%	Increased
382	Wolverine Asset Management Chicago, Illinois	$6.31M	-$781K	4	0.09%	Reduced
383	Swiss Life Asset Management Zurich,	$6.21M	+$1.61M	4	0.12%	Increased
384	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$6.16M	+$477K	2	0.93%	Increased
385	Candriam SCA Strassen, Luxembourg, Luxembourg	$6.11M	$0	4	0.07%	Maintained
386	Crossmark Global Holdings Houston, Texas	$6.1M	-$166K	6	0.22%	Reduced
387	SNB Security National Bank Omaha, Nebraska	$6.1M	+$353K	1	3.2%	Increased
388	SAM Shell Asset Management The Hague, Netherlands	$6.06M	-$390K	4	0.17%	Reduced
389	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$6.05M	+$8.69M	1	0.36%	Increased
390	Första AP-fonden Stockholm, Sweden	$5.95M	+$6.75M	3	0.21%	New
391	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$5.92M	+$2.39M	2	2.4%	Increased
392	DIA Dean Investment Associates Beavercreek, Ohio	$5.91M	+$4.1M	4	1.27%	Increased
393	AA Antipodean Advisors New York	$5.83M	$0	1	5.38%	Maintained
394	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$5.82M	-$1.51M	1	1.69%	Reduced
395	Curi RMB Capital Chicago, Illinois	$5.79M	+$2.67M	2	0.27%	Increased
396	ETrade Capital Management Arlington, Virginia	$5.77M	+$648K	5	0.15%	Increased
397	NN Investment Partners Holdings The Hague, Netherlands	$5.76M	-$22.8M	3	0.05%	Reduced
398	AustralianSuper Melbourne, Australia	$5.71M	-$6.57M	2	0.07%	Reduced
399	WEO William E. Oberndorf	$5.71M	$0	1	4.03%	Maintained
400	DCM Dupont Capital Management Wilmington, Delaware	$5.71M	+$2.65M	6	0.14%	Increased