← 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	M&T Bank Buffalo, New York	$5.03M	-$2.67M	7	0.03%	Reduced
452	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$5.02M	-$205K	6	0.23%	Reduced
453	Parallax Volatility Advisers San Francisco, California	$4.97M	+$4.47M	8	0.01%	New
454	TC Telemus Capital Southfield, Michigan	$4.92M	-$301K	3	0.38%	Reduced
455	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$4.9M	+$1.93M	3	0.07%	Increased
456	HTI Hikari Tsushin Inc Tokyo, Japan	$4.87M	$0	1	1.26%	Maintained
457	FVCM F&V Capital Management Boca Raton, Florida	$4.85M	-$19.9K	1	2.52%	Reduced
458	TIM Thompson Investment Management Madison, Wisconsin	$4.79M	-$304K	2	0.84%	Reduced
459	Glenmede Trust Philadelphia, Pennsylvania	$4.77M	+$1.46M	8	0.02%	Increased
460	Ingalls & Snyder LLC New York	$4.75M	-$944K	1	0.22%	Reduced
461	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$4.71M	+$4.43M	2	2.17%	New
462	PIA Piedmont Investment Advisors Durham, North Carolina	$4.71M	+$4.13M	2	0.09%	Increased
463	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$4.66M	-$162M	4	0.05%	Reduced
464	Walleye Trading New York	$4.62M	-$7.47M	6	0.02%	Reduced
465	OneDigital Investment Advisors Overland Park, Kansas	$4.6M	+$4.17M	4	0.53%	Increased
466	Luther King Capital Management (LKCM) Fort Worth, Texas	$4.59M	-$1.52M	2	0.04%	Reduced
467	PP Prospector Partners Guilford, Connecticut	$4.52M	+$409K	1	0.66%	Increased
468	RHFI Reilly Herbert Faulkner III	$4.52M	+$19.8K	1	2.45%	Increased
469	Marshall Wace London, United Kingdom	$4.49M	-$980K	2	0.19%	Reduced
470	BG Bollard Group Boston, Massachusetts	$4.48M	+$18.6K	2	0.22%	Increased
471	FNT First Nebraska Trust Lincoln, Nebraska	$4.48M	-$59.6K	2	0.92%	Reduced
472	MHP Manatuck Hill Partners Westport, Connecticut	$4.47M	-$775K	1	2.33%	Reduced
473	EWM Elite Wealth Management Kirkland, Washington	$4.46M	+$4.19M	2	3.76%	New
474	FA FDx Advisors Chicago, Illinois	$4.46M	-$928K	4	0.12%	Reduced
475	OMERS Administration Corp Toronto, Ontario, Canada	$4.43M	-$15.3M	2	0.04%	Reduced