← 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	OI Oakbrook Investments Lisle, Illinois	$4.13M	+$484K	2	0.23%	Increased
452	RHFI Reilly Herbert Faulkner III	$4.12M	+$233K	1	3.03%	Increased
453	HVIA Hudson Valley Investment Advisors Goshen, New York	$4.01M	-$398K	2	1.29%	Reduced
454	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$3.95M	+$35.5K	1	0.65%	Increased
455	FNT First Nebraska Trust Lincoln, Nebraska	$3.92M	+$3.14K	1	1.02%	Increased
456	Meag Munich Ergo Munich, Germany	$3.92M	+$3.85M	1	0.36%	New
457	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.9M	+$171K	2	0.18%	Increased
458	IHL Investment House LLC Redondo Beach, California	$3.9M	-$15.5K	1	0.62%	Reduced
459	Jane Street New York	$3.89M	-$3.12M	5	0.02%	Reduced
460	BB&T Securities Richmond, Virginia	$3.87M	-$798K	4	0.06%	Reduced
461	ACB Aristotle Capital Boston Boston, Massachusetts	$3.82M	-$1.08M	1	0.74%	Reduced
462	LG LaFleur & Godfrey Grand Rapids, Michigan	$3.8M	-$68.4K	1	1.12%	Reduced
463	Churchill Management Los Angeles, California	$3.8M	-$161K	1	0.25%	Reduced
464	MIM Midwest Investment Management Cleveland, Ohio	$3.79M	-$143K	1	3.09%	Reduced
465	BL BCWM LLC Overland Park, Kansas	$3.79M	+$3.63M	1	1.82%	New
466	Weiss Asset Management Boston, Massachusetts	$3.79M	+$37.7K	1	0.65%	Increased
467	Livforsakringsbolaget Skandia Stockholm, Sweden	$3.75M	+$591K	3	0.17%	Increased
468	Bridgeway Capital Management Houston, Texas	$3.71M	-$5.23M	3	0.06%	Reduced
469	CA Continental Advisors Park City, Utah	$3.71M	+$756K	1	1.14%	Increased
470	AIM Assured Investment Management New York	$3.71M	-$26.5M	3	0.09%	Reduced
471	ARM Adirondack Research & Management Guilderland, New York	$3.7M	-$2.36M	1	1.39%	Reduced
472	NewEdge Advisors New Orleans, Louisiana	$3.65M	+$558K	1	1.51%	Increased
473	Fifth Third Bancorp Cincinnati, Ohio	$3.63M	-$47.8K	7	0.03%	Reduced
474	TIM Thompson Investment Management Madison, Wisconsin	$3.57M	-$99.5K	1	0.73%	Reduced
475	GIA GHP Investment Advisors Denver, Colorado	$3.53M	+$54.1K	3	0.76%	Increased