← 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	TCM Teza Capital Management Chicago, Illinois	$3.52M	+$2.13M	3	0.53%	Increased
552	Zacks Investment Management Chicago, Illinois	$3.5M	+$3.16M	3	0.08%	New
553	ING Group Amsterdam, Netherlands	$3.5M	-$1.01M	3	0.07%	Reduced
554	CS Comerica Securities Detroit, Michigan	$3.47M	-$55.7K	1	0.42%	Reduced
555	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.46M	+$355K	4	0.3%	Increased
556	SNB Security National Bank Omaha, Nebraska	$3.45M	-$27.1K	1	2.19%	Reduced
557	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$3.43M	-$228K	6	0.61%	Reduced
558	ALPS Advisors Denver, Colorado	$3.42M	+$745K	5	0.02%	Increased
559	Ladenburg Thalmann Financial Services Miami, Florida	$3.42M	-$43.5K	11	0.03%	Reduced
560	Hudson Bay Capital Management Stamford, Connecticut	$3.41M	+$1.53M	2	0.05%	Increased
561	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$3.4M	$0	2	0.66%	Maintained
562	CCM Cadence Capital Management Boston, Massachusetts	$3.38M	-$3.65M	4	0.2%	Reduced
563	Shelton Capital Management Denver, Colorado	$3.38M	+$74.5K	2	0.21%	Increased
564	NA Navellier & Associates Reno, Nevada	$3.36M	+$2.68M	1	0.47%	New
565	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$3.35M	-$29.1K	1	1.38%	Reduced
566	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$3.33M	-$8.59M	1	0.3%	Reduced
567	Nordea Investment Management Stockholm, Sweden	$3.26M	+$905K	4	0.01%	Increased
568	Dana Investment Advisors Waukesha, Wisconsin	$3.23M	-$531K	2	0.14%	Reduced
569	Global X Management Company New York	$3.19M	+$328K	6	0.06%	Increased
570	HH HWG Holdings Houston, Texas	$3.16M	+$2.46M	1	2.62%	New
571	Calamos Advisors Naperville, Illinois	$3.15M	+$363K	1	0.02%	Increased
572	CONA Capital One National Association New York	$3.13M	+$178K	2	0.23%	Increased
573	Mirae Asset Global Investments Seoul, South Korea	$3.08M	+$536K	3	0.04%	Increased
574	Stonehage Fleming Financial Services St. Helier, Jersey	$3.08M	+$2.49M	2	0.14%	Increased
575	Eagle Global Advisors Houston, Texas	$3.05M	+$76.1K	1	0.1%	Increased