← 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	VC Vestor Capital Chicago, Illinois	$2.03M	+$62.2K	1	0.82%	Increased
552	Wilmington Trust Wilmington, Delaware	$2.01M	+$217K	2	0.04%	Increased
553	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$2M	-$254K	2	0.42%	Reduced
554	Bragg Financial Advisors Charlotte, North Carolina	$2M	+$25.9K	1	0.52%	Increased
555	TC TFS Capital West Chester, Pennsylvania	$1.99M	-$4.61M	1	0.09%	Reduced
556	Perpetual Ltd Sydney, New South Wales, Australia	$1.96M	-$99K	1	0.28%	Reduced
557	MIM Midwest Investment Management Cleveland, Ohio	$1.96M	+$997K	1	1.65%	Increased
558	CAM ClariVest Asset Management San Diego, California	$1.96M	-$25.4M	1	0.09%	Reduced
559	Creative Planning Overland Park, Kansas	$1.96M	+$33.9K	8	0.04%	Increased
560	BIC Bridges Investment Counsel Omaha, Nebraska	$1.95M	-$28K	2	0.49%	Reduced
561	Baird Milwaukee, Wisconsin	$1.92M	-$1.32M	4	0.04%	Reduced
562	Kentucky Retirement Systems Frankfort, Kentucky	$1.9M	+$2.06M	2	0.15%	New
563	MUFG Americas New York	$1.88M	+$71.1K	5	0.06%	Increased
564	Jones Financial Companies Des Peres, Missouri	$1.88M	+$440K	2	0.02%	Increased
565	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.86M	+$944K	2	0.11%	Increased
566	VNA VNBTrust National Association Charlottesville, Virginia	$1.83M	-$252K	1	0.65%	Reduced
567	PVH Psagot Value Holdings Tel Aviv, Israel	$1.83M	+$24.2K	2	0.07%	Increased
568	First Eagle Investment Management New York	$1.82M	$0	2	0.01%	Maintained
569	MPAM Monarch Partners Asset Management Boston, Massachusetts	$1.82M	+$1.81M	1	0.64%	New
570	Ingalls & Snyder LLC New York	$1.82M	+$22K	2	0.11%	Increased
571	CCM Chickasaw Capital Management Memphis, Tennessee	$1.82M	+$53.5K	1	0.12%	Increased
572	Cambridge Investment Research Advisors Fairfield, Iowa	$1.81M	+$286K	2	0.08%	Increased
573	CCP Clarkston Capital Partners Rochester, Michigan	$1.8M	+$1.36M	1	0.87%	Increased
574	CIM CenturyLink Investment Management Denver, Colorado	$1.79M	-$1.32M	2	0.54%	Reduced
575	Waverton Investment Management London, United Kingdom	$1.77M	-$1.9M	1	0.1%	Reduced