← 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
476	FNT First Nebraska Trust Lincoln, Nebraska	$4.16M	-$17.5K	2	1%	Reduced
477	Xact Kapitalforvaltning Stockholm, Sweden	$4.16M	-$1.14M	3	0.15%	Reduced
478	ARM Adirondack Research & Management Guilderland, New York	$4.15M	+$632K	1	1.41%	Increased
479	FCM Forester Capital Management Lake Forest, Illinois	$4.15M	-$1.31M	2	4.32%	Reduced
480	PEAK6 Group Chicago, Illinois	$4.13M	+$3.21M	5	0.03%	Increased
481	Ninety One (UK) London, United Kingdom	$4.12M	$0	1	0.02%	Maintained
482	Bragg Financial Advisors Charlotte, North Carolina	$4.12M	+$1.05M	1	0.68%	Increased
483	FPFS First Personal Financial Services Charlotte, North Carolina	$4.11M	+$3.93M	4	1.08%	Increased
484	ACB Aristotle Capital Boston Boston, Massachusetts	$4.08M	+$841K	1	0.56%	Increased
485	Fifth Third Bancorp Cincinnati, Ohio	$4.06M	-$217K	6	0.03%	Reduced
486	EI EAM Investors Solana Beach, California	$4.05M	+$3.81M	2	0.54%	New
487	GC GMT Capital Atlanta, Georgia	$4M	+$3.88M	1	0.08%	New
488	Waverton Investment Management London, United Kingdom	$3.99M	$0	1	0.26%	Maintained
489	IRF IBM Retirement Fund Armonk, New York	$3.97M	-$385K	5	0.17%	Reduced
490	Calamos Advisors Naperville, Illinois	$3.93M	+$554K	2	0.03%	Increased
491	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$3.85M	+$735	1	0.58%	Increased
492	MCM Matarin Capital Management New York	$3.81M	-$751K	1	0.43%	Reduced
493	PVH Psagot Value Holdings Tel Aviv, Israel	$3.81M	-$164K	1	0.16%	Reduced
494	Brown Brothers Harriman & Co New York	$3.8M	+$27.8K	4	0.02%	Increased
495	Wolverine Asset Management Chicago, Illinois	$3.78M	+$3.35M	2	0.05%	Increased
496	Scotia Capital Toronto, Ontario, Canada	$3.76M	+$574K	4	0.06%	Increased
497	NewEdge Advisors New Orleans, Louisiana	$3.75M	-$582K	1	1.04%	Reduced
498	MIM Midwest Investment Management Cleveland, Ohio	$3.73M	+$695K	1	3.21%	Increased
499	Teacher Retirement System of Texas Austin, Texas	$3.73M	-$14.6M	3	0.03%	Reduced
500	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$3.71M	-$91.8K	1	1.33%	Reduced