← 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
526	BOK Financial Tulsa, Oklahoma	$4.85M	+$1.15M	5	0.09%	Increased
527	Sit Investment Associates Minneapolis, Minnesota	$4.84M	-$7.39M	1	0.13%	Reduced
528	OneDigital Investment Advisors Overland Park, Kansas	$4.82M	+$15.2K	2	0.23%	Increased
529	ARI Applied Research Investments Wilmington, Delaware	$4.81M	+$238K	1	1.75%	Increased
530	LOAMU Lombard Odier Asset Management (USA) New York	$4.8M	+$5.42M	1	0.18%	New
531	KTA Keeley-Teton Advisors Chicago, Illinois	$4.78M	-$390K	2	0.5%	Reduced
532	DCM Dupont Capital Management Wilmington, Delaware	$4.76M	+$165K	7	0.11%	Increased
533	Orion Portfolio Solutions Omaha, Nebraska	$4.75M	+$11K	2	0.21%	Increased
534	EWM Elite Wealth Management Kirkland, Washington	$4.73M	$0	2	0.61%	Maintained
535	TAIM Te Ahumairangi Investment Management Wellington, New Zealand	$4.73M	+$1.43M	1	0.61%	Increased
536	Davenport & Co Richmond, Virginia	$4.7M	-$1.15M	3	0.04%	Reduced
537	KeyBank National Association Cleveland, Ohio	$4.7M	-$756K	4	0.02%	Reduced
538	RC Rovin Capital Mesa, Arizona	$4.67M	$0	1	4.03%	Maintained
539	Walleye Trading New York	$4.64M	+$2.52M	9	0.02%	Increased
540	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.59M	$0	6	0.18%	Maintained
541	Davidson Kempner Capital Management New York	$4.59M	+$4.42M	1	0.05%	New
542	Nomura Holdings Tokyo, Japan	$4.51M	-$20.3M	5	0.01%	Reduced
543	Trexquant Investment Stamford, Connecticut	$4.47M	+$2.35M	5	0.41%	Increased
544	ACG Allen Capital Group Grand Island, Nebraska	$4.45M	+$503	2	0.98%	Increased
545	MML Investors Services Springfield, Massachusetts	$4.43M	-$540K	4	0.04%	Reduced
546	LBD Landsberg Bennett & Dubbaneh Punta Gorda, Florida	$4.26M	-$61K	1	0.61%	Reduced
547	CA Capitolis Advisors New York	$4.25M	-$8.74M	5	0.07%	Reduced
548	GIA GHP Investment Advisors Denver, Colorado	$4.24M	-$23.3K	1	0.37%	Reduced
549	Sowell Financial Services North Little Rock, Arkansas	$4.22M	-$1.64M	11	0.15%	Reduced
550	ING Group Amsterdam, Netherlands	$4.21M	-$18.5K	3	0.09%	Reduced