← 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
401	OA Oak Associates Akron, Ohio	$5.25M	+$101K	2	0.64%	Increased
402	Virtu KCG Holdings New York	$5.23M	-$1.79M	8	0.15%	Reduced
403	ACB Aristotle Capital Boston Boston, Massachusetts	$5.13M	+$240K	1	1.03%	Increased
404	WAM World Asset Management Detroit, Michigan	$5.12M	-$222K	4	0.2%	Reduced
405	CCG Cypress Capital Group Palm Beach, Florida	$5.08M	-$8.54K	1	1.25%	Reduced
406	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$5.05M	-$83.4K	4	0.26%	Reduced
407	Baird Financial Group Milwaukee, Wisconsin	$4.95M	-$2.67M	3	0.05%	Reduced
408	SEI Investments Oaks, Pennsylvania	$4.89M	-$1.19M	7	0.03%	Reduced
409	Cambridge Investment Research Advisors Fairfield, Iowa	$4.87M	+$940K	3	0.11%	Increased
410	MassMutual Private Wealth & Trust Windsor, Connecticut	$4.87M	+$486K	4	0.66%	Increased
411	CC Cannell & Co New York	$4.86M	-$368K	1	0.17%	Reduced
412	Commonwealth Equity Services Waltham, Massachusetts	$4.8M	-$2.12M	5	0.04%	Reduced
413	JP Morgan Private Wealth Advisors San Francisco, California	$4.78M	+$1.23M	5	0.05%	Increased
414	Hudson Bay Capital Management Stamford, Connecticut	$4.77M	+$2.81M	2	0.22%	Increased
415	Vident Investment Advisory Alpharetta, Georgia	$4.77M	+$2.25M	1	0.29%	Increased
416	PVH Psagot Value Holdings Tel Aviv, Israel	$4.68M	-$215K	1	0.19%	Reduced
417	B BP London, United Kingdom	$4.67M	$0	2	0.19%	Maintained
418	First National Bank of Omaha Omaha, Nebraska	$4.62M	-$48.4K	1	0.34%	Reduced
419	SAM Securian Asset Management St Paul, Minnesota	$4.58M	+$65.1K	5	0.13%	Increased
420	FCM Forester Capital Management Lake Forest, Illinois	$4.57M	-$32.5K	1	4.27%	Reduced
421	HVIA Hudson Valley Investment Advisors Goshen, New York	$4.57M	+$409K	2	1.48%	Increased
422	Waverton Investment Management London, United Kingdom	$4.56M	$0	1	0.35%	Maintained
423	Quantbot Technologies New York	$4.56M	-$612K	4	0.73%	Reduced
424	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$4.55M	-$2.91M	1	1.11%	Reduced
425	Whittier Trust South Pasadena, California	$4.54M	+$125K	5	0.2%	Increased