← 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	BL BCWM LLC Overland Park, Kansas	$5.53M	+$695K	1	2.48%	Increased
452	Dai-ichi Life Insurance Company Tokyo, Japan	$5.45M	+$63.2K	2	0.13%	Increased
453	Mirae Asset Global Investments Seoul, South Korea	$5.44M	+$1.28M	5	0.04%	Increased
454	Quadrature Capital London, United Kingdom	$5.4M	+$1.93M	3	0.46%	Increased
455	RHFI Reilly Herbert Faulkner III	$5.36M	-$35.7K	1	2.45%	Reduced
456	Hancock Whitney Gulfport, Mississippi	$5.26M	-$1.9M	3	0.17%	Reduced
457	WCF West Coast Financial Santa Barbara, California	$5.25M	+$222K	1	1.24%	Increased
458	BlueCrest Capital Management St Helier, Jersey	$5.24M	+$2.83M	5	0.21%	Increased
459	LCM Landscape Capital Management Englewood, New Jersey	$5.18M	+$3.01M	3	0.49%	Increased
460	FNT First Nebraska Trust Lincoln, Nebraska	$5.18M	+$210K	2	0.93%	Increased
461	IAM Integre Asset Management New York	$5.17M	+$4.9M	2	3.13%	New
462	ANI American National Insurance Galveston, Texas	$5.15M	$0	1	0.27%	Maintained
463	People's United Financial Bridgeport, Connecticut	$5.09M	+$252K	3	0.16%	Increased
464	RIA RPG Investment Advisory Pleasanton, California	$5.08M	+$75K	1	1.19%	Increased
465	BAM Blueshift Asset Management Red Bank, New Jersey	$5.07M	+$1.89M	7	0.71%	Increased
466	PFC Phocas Financial Corp Alameda, California	$5.06M	-$37K	2	0.51%	Reduced
467	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$5.04M	-$179K	4	0.08%	Reduced
468	Empyrean Capital Partners Los Angeles, California	$5.04M	+$6.91M	1	0.23%	New
469	EPC Emerson Point Capital Larchmont, New York	$5.03M	+$4.76M	1	1.42%	New
470	Pacer Advisors Malvern, Pennsylvania	$5.02M	+$4.63M	6	0.14%	Increased
471	MNBTD Moody National Bank Trust Division Galveston, Texas	$5.01M	+$3.7K	5	0.14%	Increased
472	Tenor Capital Management New York	$4.99M	+$4.95M	2	0.3%	New
473	MIM Monashee Investment Management Boston, Massachusetts	$4.97M	-$4.31M	1	1.14%	Reduced
474	SAM Securian Asset Management St Paul, Minnesota	$4.96M	+$58.1K	6	0.12%	Increased
475	FAT First American Trust Santa Ana, California	$4.94M	+$4.08M	1	1.09%	New