← 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	Mount Yale Investment Advisors Denver, Colorado	$8.61M	+$3.54M	2	0.9%	Increased
452	ING Group Amsterdam, Netherlands	$8.6M	+$3.32M	3	0.08%	Increased
453	IFM Investors Melbourne, Australia	$8.49M	-$1.16M	3	0.16%	Reduced
454	Ferguson Wellman Capital Management Portland, Oregon	$8.46M	-$1.27M	2	0.25%	Reduced
455	TNA True North Advisors Dallas, Texas	$8.36M	$0	1	1.41%	Maintained
456	PGM Parian Global Management Pound Ridge, New York	$8.36M	+$1.49M	1	6.71%	Increased
457	Ingalls & Snyder LLC New York	$8.35M	-$95.7K	1	0.38%	Reduced
458	Maryland State Retirement & Pension System Baltimore, Maryland	$8.2M	+$242K	8	0.21%	Increased
459	WC Winmill & Co Walpole, New Hampshire	$8.2M	$0	1	2.36%	Maintained
460	Commerce Bank Kansas City, Missouri	$8.17M	-$381K	5	0.05%	Reduced
461	NHAS Novo Holdings A/S Hellerup, Denmark	$8.17M	+$3.47M	1	0.39%	Increased
462	GW&K Investment Management Boston, Massachusetts	$8.05M	+$6.25M	1	0.07%	New
463	ACM Archon Capital Management Seattle, Washington	$8.05M	+$1.73M	1	1.06%	Increased
464	State Farm Mutual Automobile Insurance Bloomington, Illinois	$7.97M	$0	1	0.01%	Maintained
465	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$7.93M	+$276K	8	0.17%	Increased
466	Mercer Global Advisors Denver, Colorado	$7.85M	-$2.54M	5	0.05%	Reduced
467	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$7.81M	+$9.28M	1	1.93%	New
468	PHP Parkman Healthcare Partners Stamford, Connecticut	$7.74M	+$762K	1	1.71%	Increased
469	Advisors Asset Management Monument, Colorado	$7.74M	-$82.4K	5	0.11%	Reduced
470	JGC J. Goldman & Co New York	$7.58M	+$790K	1	0.42%	Increased
471	Crossmark Global Holdings Houston, Texas	$7.56M	-$2.07M	8	0.16%	Reduced
472	Meag Munich Ergo Munich, Germany	$7.53M	-$4.39M	2	0.53%	Reduced
473	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.49M	+$540K	5	0.17%	Increased
474	Private Advisor Group Morristown, New Jersey	$7.45M	-$2.92M	3	0.06%	Reduced
475	TTWM TCV Trust & Wealth Management Richmond, Virginia	$7.39M	+$151K	2	0.74%	Increased