← 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	Vestcor Inc Fredericton, New Brunswick, Canada	$8.4M	+$2.81M	7	0.31%	Increased
477	PFC Phocas Financial Corp Alameda, California	$8.39M	-$4.89M	1	1.15%	Reduced
478	Czech National Bank Prague, Czech Republic	$8.34M	+$70.8K	4	0.19%	Increased
479	First National Bank of Omaha Omaha, Nebraska	$8.33M	-$392K	2	0.48%	Reduced
480	Brown Advisory Baltimore, Maryland	$8.3M	-$26.5K	4	0.01%	Reduced
481	MCM Makena Capital Management Menlo Park, California	$8.28M	$0	1	1.58%	Maintained
482	FNT First Nebraska Trust Lincoln, Nebraska	$8.28M	+$10.1K	2	0.99%	Increased
483	CIBC World Markets New York	$8.26M	+$4.77M	4	0.07%	Increased
484	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$8.25M	$0	1	1.98%	Maintained
485	GIP Granite Investment Partners El Segundo, California	$8.25M	-$28.4M	1	0.33%	Reduced
486	Advisors Asset Management Monument, Colorado	$8.24M	+$1.12M	7	0.17%	Increased
487	Inspire Investing Meridian, Idaho	$8.21M	-$1.35M	6	0.99%	Reduced
488	KTA Keeley-Teton Advisors Chicago, Illinois	$8.2M	-$301K	3	1.05%	Reduced
489	SEC Seven Eight Capital New York	$8.2M	+$4.71M	3	1.35%	Increased
490	Vanguard Personalized Indexing Management Oakland, California	$8.14M	+$485K	8	0.25%	Increased
491	TBC Tweedy, Browne Co Stamford, Connecticut	$8.13M	-$89.9K	1	0.43%	Reduced
492	Channing Capital Management Chicago, Illinois	$8.09M	-$4.66M	1	0.25%	Reduced
493	Vontobel Holding Zurich, Switzerland	$8.08M	+$995K	5	0.07%	Increased
494	Great Lakes Advisors Chicago, Illinois	$8.01M	-$2.74M	5	0.08%	Reduced
495	Exchange Traded Concepts Oklahoma City, Oklahoma	$7.98M	+$638K	9	0.2%	Increased
496	Old National Bancorp Evansville, Indiana	$7.95M	-$12.5K	3	0.23%	Reduced
497	OAM Ostrum Asset Management Paris, France	$7.93M	-$19.5K	4	0.66%	Reduced
498	SNB Security National Bank Omaha, Nebraska	$7.92M	-$473K	1	2.02%	Reduced
499	Nissay Asset Management Tokyo, Japan	$7.92M	-$68.6K	4	0.07%	Reduced
500	Meag Munich Ergo Munich, Germany	$7.86M	-$296K	1	0.34%	Reduced