← 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	KeyBank National Association Cleveland, Ohio	$4.41M	-$385K	3	0.03%	Reduced
477	Virginia Retirement Systems Richmond, Virginia	$4.39M	+$1.85M	5	0.05%	Increased
478	Suntrust Banks Atlanta, Georgia	$4.37M	-$8.26M	4	0.03%	Reduced
479	Braun Stacey Associates New York	$4.36M	-$3.09M	1	0.29%	Reduced
480	BC Beaconlight Capital New York	$4.36M	-$4.06M	1	1.6%	Reduced
481	FL Fort LP Chevy Chase, Maryland	$4.35M	+$147K	1	1.02%	Increased
482	MassMutual Private Wealth & Trust Windsor, Connecticut	$4.34M	-$137K	3	0.36%	Reduced
483	Ameritas Investment Partners Lincoln, Nebraska	$4.32M	+$101K	9	0.2%	Increased
484	Brown Brothers Harriman & Co New York	$4.31M	+$146K	7	0.02%	Increased
485	RHJA Rice Hall James & Associates San Diego, California	$4.26M	-$87.2K	2	0.17%	Reduced
486	Everett Harris & Co Los Angeles, California	$4.25M	-$11.2K	1	0.12%	Reduced
487	LSC Lyon Street Capital Sausalito, California	$4.23M	-$5.05M	1	1.41%	Reduced
488	PGIM Pacific Global Investment Management Glendale, California	$4.21M	-$732K	3	0.91%	Reduced
489	Cambridge Investment Research Advisors Fairfield, Iowa	$4.17M	-$532K	4	0.05%	Reduced
490	Thrivent Financial for Lutherans Minneapolis, Minnesota	$4.15M	+$1.64M	6	0.01%	Increased
491	SAM Symphony Asset Management San Francisco, California	$4.15M	-$267K	1	0.42%	Reduced
492	DCM Dupont Capital Management Wilmington, Delaware	$4.14M	-$324K	2	0.09%	Reduced
493	Alphadyne Asset Management New York	$4.13M	+$3.9M	1	0.53%	New
494	Pacer Advisors Malvern, Pennsylvania	$4.12M	+$1.21M	7	0.29%	Increased
495	PVH Psagot Value Holdings Tel Aviv, Israel	$4.12M	+$95.8K	1	0.18%	Increased
496	NAM NorthCoast Asset Management Greenwich, Connecticut	$4.11M	+$1.43M	2	0.37%	Increased
497	Meag Munich Ergo Munich, Germany	$4.03M	+$1.15M	3	0.16%	Increased
498	MA Marshwinds Advisory St Simons Island, Georgia	$4.03M	-$458K	3	1.86%	Reduced
499	CS Comerica Securities Detroit, Michigan	$3.99M	+$14.4K	1	0.5%	Increased
500	Bellevue Group Kuesnacht, Switzerland	$3.98M	$0	1	0.42%	Maintained