← 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
501	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$3.9M	+$764K	5	0.04%	Increased
502	BG Bollard Group Boston, Massachusetts	$3.82M	+$34.1K	2	0.17%	Increased
503	CNB Camden National Bank Camden, Maine	$3.81M	-$191K	1	1.05%	Reduced
504	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.78M	-$2.12M	6	0.18%	Reduced
505	OneDigital Investment Advisors Overland Park, Kansas	$3.75M	+$2.44K	4	0.63%	Increased
506	KeyBank National Association Cleveland, Ohio	$3.73M	-$2.12M	4	0.02%	Reduced
507	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$3.67M	+$2.03M	2	0.38%	Increased
508	Quadrature Capital London, United Kingdom	$3.66M	-$2.6M	1	0.67%	Reduced
509	UH Unigestion Holding Geneva, Switzerland	$3.66M	-$1.33M	1	0.09%	Reduced
510	Thrivent Financial for Lutherans Minneapolis, Minnesota	$3.65M	-$1.96M	7	0.01%	Reduced
511	Tocqueville Asset Management New York	$3.64M	-$998K	1	0.05%	Reduced
512	PVH Psagot Value Holdings Tel Aviv, Israel	$3.63M	-$401K	2	0.17%	Reduced
513	BL BCWM LLC Overland Park, Kansas	$3.61M	+$1.47M	1	1.72%	Increased
514	EWM Elite Wealth Management Kirkland, Washington	$3.6M	$0	2	3.5%	Maintained
515	IA Icon Advisers Greenwood Village, Colorado	$3.57M	+$1.18M	3	0.37%	Increased
516	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.52M	-$216K	4	0.32%	Reduced
517	FIM Freedom Investment Management Hartford, Connecticut	$3.49M	-$1.5M	7	0.27%	Reduced
518	CC Cannell & Co New York	$3.42M	-$108K	1	0.15%	Reduced
519	ING Group Amsterdam, Netherlands	$3.42M	+$347K	4	0.07%	Increased
520	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.42M	-$2.74M	7	0.19%	Reduced
521	MA Marshwinds Advisory St Simons Island, Georgia	$3.41M	-$116K	3	1.83%	Reduced
522	SI Sapience Investments Newport Beach, California	$3.4M	+$4.24M	1	0.55%	New
523	MP Mangrove Partners Greenwich, Connecticut	$3.38M	+$3.37M	1	0.45%	New
524	Ladenburg Thalmann Financial Services Miami, Florida	$3.37M	+$721K	11	0.03%	Increased
525	CI Caerus Investors New York	$3.36M	+$1.25M	1	1.76%	Increased