← 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	Vident Investment Advisory Alpharetta, Georgia	$4.82M	+$432K	3	0.58%	Increased
452	Cambridge Investment Research Advisors Fairfield, Iowa	$4.79M	+$472K	5	0.09%	Increased
453	IAM Impax Asset Management Portsmouth, New Hampshire	$4.79M	+$1.07M	2	0.27%	Increased
454	EFEM Eos Focused Equity Management New York	$4.78M	+$4.48M	2	4.29%	New
455	EBIM Eagle Boston Investment Management Boston, Massachusetts	$4.75M	+$40.4K	1	0.57%	Increased
456	LSC Lyon Street Capital Sausalito, California	$4.75M	+$177K	1	2.43%	Increased
457	SAM Securian Asset Management St Paul, Minnesota	$4.74M	+$142K	6	0.13%	Increased
458	CAM Cortina Asset Management Milwaukee, Wisconsin	$4.68M	+$4.48M	1	0.2%	New
459	Wolverine Trading Chicago, Illinois	$4.67M	+$3.67M	3	0.02%	Increased
460	WCF West Coast Financial Santa Barbara, California	$4.63M	+$4.29K	1	1.47%	Increased
461	SAM Sompo Asset Management Tokyo, Japan	$4.6M	+$4.34M	1	0.6%	New
462	JP Morgan Private Wealth Advisors San Francisco, California	$4.56M	-$61.9K	5	0.04%	Reduced
463	AFS Amtrust Financial Services New York	$4.55M	+$4.24M	1	0.96%	New
464	NA Neuburgh Advisers Los Angeles, California	$4.55M	+$4.43M	3	0.2%	New
465	RHFI Reilly Herbert Faulkner III	$4.54M	+$102K	1	3.2%	Increased
466	HVIA Hudson Valley Investment Advisors Goshen, New York	$4.5M	-$2.73K	2	1.33%	Reduced
467	PAM Paradigm Asset Management New York	$4.5M	+$4.23M	2	0.87%	Increased
468	ING Group Amsterdam, Netherlands	$4.49M	-$1.13M	1	0.08%	Reduced
469	Whittier Trust South Pasadena, California	$4.49M	+$67.5K	6	0.19%	Increased
470	UONDDL University of Notre Dame du Lac South Bend, Indiana	$4.43M	+$3.2M	1	1.78%	Increased
471	People's United Financial Bridgeport, Connecticut	$4.42M	+$2.67M	5	0.16%	Increased
472	SNS Financial Group Minneapolis, Minnesota	$4.41M	+$4.12M	2	1.29%	New
473	WCM Waterstone Capital Management St. Louis Park, Minnesota	$4.33M	+$4.91M	1	2.13%	New
474	HTI Hikari Tsushin Inc Tokyo, Japan	$4.33M	-$4.2M	1	1.31%	Reduced
475	GH GAM Holding Zurich, Switzerland	$4.25M	-$2.02M	3	0.07%	Reduced