← 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
551	ASR Vermogensbeheer Utrecht, Netherlands	$3.77M	+$875K	2	0.04%	Increased
552	MC Martin & Co Knoxville, Tennessee	$3.76M	+$3.64M	1	0.59%	New
553	Bank Julius Baer & Co Zurich, Switzerland	$3.73M	-$895K	2	0.01%	Reduced
554	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$3.72M	-$203K	1	0.03%	Reduced
555	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$3.72M	+$83.8K	1	0.42%	Increased
556	KAM Krensavage Asset Management New York	$3.7M	+$2.18M	1	1.41%	Increased
557	Winton Group London, United Kingdom	$3.69M	+$2.17M	4	0.12%	Increased
558	AUIM Aegon USA Investment Management Cedar Rapids, Iowa	$3.68M	+$353K	1	2.63%	Increased
559	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$3.67M	-$2.99M	2	0.5%	Reduced
560	EAM Eukles Asset Management Cincinnati, Ohio	$3.66M	-$136K	1	1.51%	Reduced
561	Bleakley Financial Group Fairfield, New Jersey	$3.65M	+$1.23M	2	0.05%	Increased
562	Becker Capital Management Portland, Oregon	$3.64M	-$514K	2	0.1%	Reduced
563	BGGS Boussard & Gavaudan Gestion SAS Paris, France	$3.6M	+$3.22M	1	0.18%	New
564	Chicago Partners Investment Group Chicago, Illinois	$3.57M	+$1.03M	4	0.07%	Increased
565	SAM Soviero Asset Management New York	$3.54M	+$431K	1	1.49%	Increased
566	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$3.51M	$0	1	0.02%	Maintained
567	AGF Management Toronto, Ontario, Canada	$3.47M	-$3.48M	1	0.01%	Reduced
568	Commerce Bank Kansas City, Missouri	$3.46M	-$2.33M	6	0.02%	Reduced
569	STRS Ohio Columbus, Ohio	$3.44M	-$12.7M	9	0.01%	Reduced
570	GC Globeflex Capital San Diego, California	$3.44M	+$434K	1	0.44%	Increased
571	Hantz Financial Services Southfield, Michigan	$3.43M	+$569K	10	0.05%	Increased
572	VIM VELA Investment Management New Albany, Ohio	$3.4M	+$23.8K	1	0.74%	Increased
573	GAMMA Investing Foster City, California	$3.38M	+$707K	18	0.13%	Increased
574	HSA Hussman Strategic Advisors Ellicott City, Maryland	$3.32M	-$696K	1	0.77%	Reduced
575	PC Promethos Capital Boston, Massachusetts	$3.32M	-$2.55M	1	0.9%	Reduced