← 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
426	FL Fort LP Chevy Chase, Maryland	$5.67M	+$304K	5	1.09%	Increased
427	AL AJO LP Philadelphia, Pennsylvania	$5.66M	-$67M	1	0.03%	Reduced
428	T TOBAM Paris, France	$5.62M	-$936K	1	0.31%	Reduced
429	D.A. Davidson & Co Great Falls, Montana	$5.62M	-$362K	2	0.1%	Reduced
430	Achmea Investment Management Zeist, Netherlands	$5.56M	-$1.08M	3	0.21%	Reduced
431	HVIA Hudson Valley Investment Advisors Goshen, New York	$5.51M	+$20.3K	1	1.28%	Increased
432	GHCM Glen Harbor Capital Management San Diego, California	$5.44M	-$2.8M	6	0.11%	Reduced
433	GCP GSA Capital Partners London, United Kingdom	$5.42M	-$1.97M	6	0.61%	Reduced
434	United Capital Financial Advisors Irving, Texas	$5.4M	-$10.5M	4	0.04%	Reduced
435	ET Equitable Trust Nashville, Tennessee	$5.36M	+$101K	2	0.57%	Increased
436	ANI American National Insurance Galveston, Texas	$5.34M	$0	1	0.28%	Maintained
437	Suntrust Banks Atlanta, Georgia	$5.33M	-$76.7K	5	0.03%	Reduced
438	DnB Asset Management Oslo, Norway	$5.33M	-$612K	4	0.06%	Reduced
439	PineBridge Investments New York	$5.31M	-$2.68M	3	0.09%	Reduced
440	OFCM One Fin Capital Management San Francisco, California	$5.3M	+$1.48M	1	2.95%	Increased
441	S Seeyond Paris, France	$5.27M	-$1.59M	5	0.55%	Reduced
442	DZ Bank Frankfurt Am Main, Germany	$5.27M	-$503K	2	0.02%	Reduced
443	Creative Planning Overland Park, Kansas	$5.25M	-$640K	6	0.02%	Reduced
444	Nissay Asset Management Tokyo, Japan	$5.25M	-$2.39M	4	0.13%	Reduced
445	Bridges Investment Management Omaha, Nebraska	$5.23M	-$74.2K	2	0.2%	Reduced
446	QIM Quantitative Investment Management Charlottesville, Virginia	$5.2M	-$3.05M	2	0.2%	Reduced
447	MNBTD Moody National Bank Trust Division Galveston, Texas	$5.16M	-$22.1K	2	0.15%	Reduced
448	BL BCWM LLC Overland Park, Kansas	$5.14M	-$154K	1	2.06%	Reduced
449	Advisors Asset Management Monument, Colorado	$5.14M	-$1.59M	5	0.09%	Reduced
450	OCM Osterweis Capital Management San Francisco, California	$5.14M	-$1.82M	2	0.36%	Reduced