← 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	VanEck Associates New York	$3.85M	+$251K	2	0.01%	Increased
552	AAMA Advanced Asset Management Advisors Dublin, Ohio	$3.84M	$0	1	0.9%	Maintained
553	Luther King Capital Management (LKCM) Fort Worth, Texas	$3.82M	-$29.1K	2	0.02%	Reduced
554	MC Middleton & Co Boston, Massachusetts	$3.81M	-$83.4K	1	0.45%	Reduced
555	Meag Munich Ergo Munich, Germany	$3.8M	+$544K	2	0.87%	Increased
556	JGC J. Goldman & Co New York	$3.8M	-$11.4M	1	0.19%	Reduced
557	Advisory Services Network Atlanta, Georgia	$3.79M	+$104K	10	0.15%	Increased
558	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$3.79M	-$5M	3	0.17%	Reduced
559	AustralianSuper Melbourne, Australia	$3.78M	-$5.96M	2	0.03%	Reduced
560	TIM Thompson Investment Management Madison, Wisconsin	$3.77M	-$17.5K	2	0.64%	Reduced
561	CAM Crown Advisors Management Larkspur, California	$3.76M	-$1.55M	1	2.69%	Reduced
562	CL CPWM LLC Seattle, Washington	$3.75M	-$325K	1	0.34%	Reduced
563	NCGI Next Century Growth Investors Plymouth, Minnesota	$3.75M	-$2.61M	1	0.32%	Reduced
564	Ameritas Investment Partners Lincoln, Nebraska	$3.73M	+$901K	12	0.17%	Increased
565	SCM Sio Capital Management New York	$3.73M	-$528K	1	0.76%	Reduced
566	Vontobel Holding Zurich, Switzerland	$3.67M	+$3.67M	4	0.02%	New
567	KRC Kehrs Ridge Capital Holmdel, New Jersey	$3.66M	+$3.37M	1	1.33%	New
568	P Pitcairn Conshohocken, Pennsylvania	$3.66M	+$288K	4	0.28%	Increased
569	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$3.64M	-$71.3K	1	1.34%	Reduced
570	TAIM Te Ahumairangi Investment Management Wellington, New Zealand	$3.64M	+$672K	1	0.51%	Increased
571	Commerce Bank Kansas City, Missouri	$3.58M	+$287K	4	0.03%	Increased
572	Daiwa Securities Group Tokyo, Japan	$3.57M	+$151K	4	0.03%	Increased
573	CIBC World Market Toronto, Ontario, Canada	$3.54M	-$980K	3	0.01%	Reduced
574	Kestra Advisory Services Austin, Texas	$3.51M	+$1.3M	3	0.04%	Increased
575	Capital Fund Management (CFM) Paris, France	$3.5M	-$2.04M	1	0.03%	Reduced