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 |
NAAA
New Age Alpha Advisors
Rye,
New York
| $5.03M | -$248K | 5 | 0.21% | Reduced |
|
| 527 |
IA
Inspire Advisors
Meridian,
Idaho
| $5.02M | +$381K | 5 | 0.48% | Increased |
|
| 528 |
Prime Capital Investment Advisors
Overland Park,
Kansas
| $4.96M | +$428K | 2 | 0.06% | Increased |
|
| 529 |
Mairs & Power Inc
St Paul,
Minnesota
| $4.86M | -$239K | 1 | 0.05% | Reduced |
|
| 530 |
Cambiar Investors
Denver,
Colorado
| $4.85M | -$2.05M | 1 | 0.22% | Reduced |
|
| 531 |
Bogart Wealth LLC
Mclean,
Virginia
| $4.82M | +$4.79M | 5 | 0.2% | Increased |
|
| 532 |
Robeco Schweiz
Zurich,
Switzerland
| $4.82M | $0 | 1 | 0.11% | Maintained |
|
| 533 |
Peregrine Capital Management
Minneapolis,
Minnesota
| $4.81M | -$14.7K | 2 | 0.14% | Reduced |
|
| 534 |
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| $4.78M | -$5.78M | 3 | 0.19% | Reduced |
|
| 535 |
AIA Group
Hong Kong
| $4.71M | +$3.23M | 3 | 0.08% | Increased |
|
| 536 |
MAP
Moody Aldrich Partners
Marblehead,
Massachusetts
| $4.71M | +$3.39M | 1 | 0.89% | Increased |
|
| 537 |
J. Safra Sarasin Holding
| $4.66M | +$1.61M | 2 | 0.08% | Increased |
|
| 538 |
AssetMark Inc
Concord,
California
| $4.58M | +$227K | 9 | 0.01% | Increased |
|
| 539 |
BCM
Brasada Capital Management
Houston,
Texas
| $4.56M | +$128K | 1 | 0.77% | Increased |
|
| 540 |
IFP Advisors
Tampa,
Florida
| $4.55M | +$1.1M | 17 | 0.12% | Increased |
|
| 541 |
Bessemer Group
Woodbridge,
New Jersey
| $4.55M | +$1.12M | 12 | 0.01% | Increased |
|
| 542 |
Mizuho Securities USA
New York
| $4.54M | +$164K | 4 | 0.09% | Increased |
|
| 543 |
RPAM
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $4.53M | +$3.09M | 1 | 0.5% | Increased |
|
| 544 |
MCB
Morton Community Bank
East Peoria,
Illinois
| $4.52M | +$134K | 1 | 1.05% | Increased |
|
| 545 |
Becker Capital Management
Portland,
Oregon
| $4.5M | -$760K | 1 | 0.13% | Reduced |
|
| 546 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| $4.45M | -$746K | 3 | 0.03% | Reduced |
|
| 547 |
Ancora Advisors
Cleveland,
Ohio
| $4.43M | +$1.28M | 7 | 0.09% | Increased |
|
| 548 |
1M
13D Management
New York
| $4.41M | -$250K | 1 | 4.23% | Reduced |
|
| 549 |
JF
Jericho Financial
Westerville,
Ohio
| $4.38M | +$18.8K | 1 | 2.66% | Increased |
|
| 550 |
SP
SIH Partners
Wilmington,
Delaware
| $4.34M | +$3.05M | 1 | 0.12% | Increased |
|