← 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	IFM Investors Melbourne, Australia	$5.48M	+$1.69M	4	0.2%	Increased
452	SAM Securian Asset Management St Paul, Minnesota	$5.47M	-$231K	6	0.13%	Reduced
453	FNT First Nebraska Trust Lincoln, Nebraska	$5.47M	+$142K	2	0.91%	Increased
454	HVIA Hudson Valley Investment Advisors Goshen, New York	$5.46M	-$118K	1	1.27%	Reduced
455	FL Fort LP Chevy Chase, Maryland	$5.42M	-$413K	7	1.01%	Reduced
456	CC Cognios Capital Leawood, Kansas	$5.42M	+$30K	3	1.99%	Increased
457	ANI American National Insurance Galveston, Texas	$5.41M	$0	1	0.29%	Maintained
458	RIM Redwood Investment Management Scottsdale, Arizona	$5.41M	+$1.14M	1	1.46%	Increased
459	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$5.39M	+$96.3K	3	0.39%	Increased
460	Barings Charlotte, North Carolina	$5.38M	-$1.94M	4	0.12%	Reduced
461	Suntrust Banks Atlanta, Georgia	$5.37M	-$111K	5	0.03%	Reduced
462	SNB Security National Bank Omaha, Nebraska	$5.33M	+$138K	1	2.51%	Increased
463	Advisors Asset Management Monument, Colorado	$5.32M	-$1.38M	6	0.1%	Reduced
464	B BP London, United Kingdom	$5.29M	+$2.69M	4	0.2%	Increased
465	Holocene Advisors New York	$5.27M	+$1.39M	2	0.05%	Increased
466	MNBTD Moody National Bank Trust Division Galveston, Texas	$5.26M	$0	2	0.15%	Maintained
467	TAM Tiverton Asset Management Wilimington, Delaware	$5.26M	+$771K	3	0.18%	Increased
468	IAM Integre Asset Management New York	$5.18M	-$2.87M	3	3.08%	Reduced
469	BL BCWM LLC Overland Park, Kansas	$5.11M	-$789K	1	2.07%	Reduced
470	MIM Monashee Investment Management Boston, Massachusetts	$5.09M	$0	1	2.32%	Maintained
471	Tenor Capital Management New York	$5.09M	$0	2	0.31%	Maintained
472	S Seeyond Paris, France	$5.04M	-$816K	5	0.52%	Reduced
473	AC Athanor Capital New York	$5.04M	+$5.13M	1	0.32%	New
474	Truist Financial Charlotte, North Carolina	$5.03M	-$87.7K	1	0.09%	Reduced
475	TCM Tekla Capital Management Boston, Massachusetts	$5.01M	-$1.97M	1	0.22%	Reduced