← 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
451	AIC AWM Investment Company New York	$6.3M	$0	1	0.55%	Maintained
452	Primecap Management Pasadena, California	$6.29M	-$2.04M	1	0%	Reduced
453	CCA Cygnus Capital Advisors Atlanta, Georgia	$6.21M	+$2.54M	1	4.22%	Increased
454	Old National Bancorp Evansville, Indiana	$6.17M	-$3.38M	3	0.12%	Reduced
455	HP Havemeyer Place Greenwich, Connecticut	$6.14M	+$4.99M	3	0.61%	Increased
456	INTECH Investment Management West Palm Beach, Florida	$6.1M	-$4.7M	9	0.06%	Reduced
457	N Numerai San Francisco, California	$6.08M	-$538K	4	0.5%	Reduced
458	AC AXQ Capital Jersey City, New Jersey	$6.05M	+$310K	9	0.66%	Increased
459	Utah Retirement Systems Salt Lake City, Utah	$5.95M	-$467K	4	0.06%	Reduced
460	Parallax Volatility Advisers San Francisco, California	$5.94M	+$1.26M	2	0.01%	Increased
461	WAM Wakefield Asset Management Englewood, Colorado	$5.89M	+$1.73M	1	1.33%	Increased
462	AA ABC Arbitrage Paris, France	$5.86M	+$5.65M	2	0.63%	Increased
463	Inspire Investing Meridian, Idaho	$5.74M	-$55.9K	8	0.24%	Reduced
464	BB Bell Bank Fargo, North Dakota	$5.74M	+$1.17M	1	0.22%	Increased
465	D.A. Davidson & Co Great Falls, Montana	$5.72M	-$359K	4	0.03%	Reduced
466	FCM Fortis Capital Management Bellevue, Washington	$5.6M	+$7.05K	1	0.63%	Increased
467	OA Oxbow Advisors Austin, Texas	$5.57M	+$129K	1	0.45%	Increased
468	Public Employees Retirement Association of Colorado Denver, Colorado	$5.54M	-$200K	9	0.02%	Reduced
469	ATC Argent Trust Co Nashville, Tennessee	$5.46M	+$175K	2	0.16%	Increased
470	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$5.45M	+$413	1	0.29%	Increased
471	Kingsview Wealth Management Grants Pass, Oregon	$5.45M	-$1.23M	2	0.07%	Reduced
472	1832 Asset Management Toronto, Ontario, Canada	$5.44M	-$4.47M	2	0%	Reduced
473	Brinker Capital Investments Berwyn, Pennsylvania	$5.44M	-$2.77M	6	0.04%	Reduced
474	Allstate Corporation Northbrook, Illinois	$5.37M	-$2.41M	7	0.05%	Reduced
475	Lido Advisors Los Angeles, California	$5.34M	+$2.33M	4	0.01%	Increased