← 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	Gateway Investment Advisers Cincinnati, Ohio	$11.9M	-$222K	3	0.12%	Reduced
377	HWM HFR Wealth Management Niskayuna, New York	$11.8M	+$11.4M	1	3.55%	New
378	BAM Blueshift Asset Management Red Bank, New Jersey	$11.8M	+$6.56M	6	0.65%	Increased
379	DnB Asset Management Oslo, Norway	$11.8M	+$444K	4	0.08%	Increased
380	Ingalls & Snyder LLC New York	$11.6M	-$1.25M	2	0.52%	Reduced
381	MSL Mackay Shields LLC New York	$11.6M	-$13.7M	4	0.11%	Reduced
382	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$11.2M	-$10.7M	8	0.02%	Reduced
383	WBC Westpac Banking Corp Sydney, Australia	$11.2M	-$6.28M	5	0.11%	Reduced
384	Crossmark Global Holdings Houston, Texas	$11.1M	-$618K	7	0.26%	Reduced
385	WC Winmill & Co Walpole, New Hampshire	$11.1M	$0	1	3.99%	Maintained
386	Fisher Asset Management Camas, Washington	$11M	+$1.73M	1	0.01%	Increased
387	VWM Venturi Wealth Management Austin, Texas	$11M	+$59.9K	2	0.98%	Increased
388	EHI Eagle Health Investments Greenwich, Connecticut	$10.8M	+$3.69M	1	3.72%	Increased
389	PP PDT Partners New York	$10.8M	+$4.71M	3	0.71%	Increased
390	GA Gagnon Advisors New York	$10.8M	+$882K	1	4.09%	Increased
391	Oppenheimer Asset Management New York	$10.6M	+$857K	4	0.15%	Increased
392	ET Equitable Trust Nashville, Tennessee	$10.6M	-$892K	4	0.68%	Reduced
393	Manning & Napier Group Fairport, New York	$10.6M	+$3.75M	1	0.09%	Increased
394	SNB Security National Bank Omaha, Nebraska	$10.5M	+$25.4K	1	2.77%	Increased
395	BCP Berylson Capital Partners Boston, Massachusetts	$10.4M	+$9.78M	1	2.3%	New
396	MassMutual Private Wealth & Trust Windsor, Connecticut	$10.3M	+$836K	5	0.44%	Increased
397	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$10.2M	-$5.51M	2	3.18%	Reduced
398	State Farm Mutual Automobile Insurance Bloomington, Illinois	$10.2M	$0	1	0.01%	Maintained
399	CIBC World Markets New York	$10.2M	-$11.5M	4	0.07%	Reduced
400	KCM Khrom Capital Management Miami Beach, Florida	$10.1M	+$9.54M	2	9.42%	New