← 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	E. Ohman J:or Asset Management Stockholm, Sweden	$5.26M	-$1.42M	4	0.18%	Reduced
552	E Ergoteles New York	$5.26M	-$7.29M	6	0.2%	Reduced
553	Ameritas Investment Partners Lincoln, Nebraska	$5.25M	+$963K	17	0.19%	Increased
554	EC Eminence Capital New York	$5.23M	+$5.86M	1	0.06%	New
555	Elo Mutual Pension Insurance Espoo, Finland	$5.21M	+$1.3M	3	0.15%	Increased
556	AF Ally Financial Detroit, Michigan	$5.2M	+$5.28M	1	0.6%	New
557	CCLA Investment Management London, United Kingdom	$5.19M	+$1.91M	1	0.09%	Increased
558	EH EMG Holdings Old Greenwich, Connecticut	$5.18M	+$1.7M	1	0.43%	Increased
559	Vontobel Holding Zurich, Switzerland	$5.08M	+$473K	5	0.04%	Increased
560	PSP Principal Street Partners Memphis, Tennessee	$5.05M	+$235K	1	1.16%	Increased
561	Vident Investment Advisory Alpharetta, Georgia	$5.03M	+$308K	4	0.13%	Increased
562	CCM Cohen Capital Management Corte Madera, California	$4.97M	+$2.61M	2	0.87%	Increased
563	Natixis Paris, France	$4.96M	-$20.7M	2	0.02%	Reduced
564	CCM Chickasaw Capital Management Memphis, Tennessee	$4.93M	-$18.9K	1	0.22%	Reduced
565	AAM Artha Asset Management Hoboken, New Jersey	$4.91M	+$4.69M	1	5.2%	Increased
566	PHP Parkman Healthcare Partners Stamford, Connecticut	$4.9M	-$659K	1	1.43%	Reduced
567	First National Bank of Omaha Omaha, Nebraska	$4.88M	-$218K	1	0.25%	Reduced
568	Hudson Bay Capital Management Stamford, Connecticut	$4.86M	+$1.48M	1	0.07%	Increased
569	AP Advisors Preferred Rockville, Maryland	$4.86M	+$4.86M	1	0.39%	New
570	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$4.83M	+$33.8K	2	0.54%	Increased
571	SAM Shell Asset Management The Hague, Netherlands	$4.81M	+$236K	9	0.11%	Increased
572	IPW Inlet Private Wealth Jupiter, Florida	$4.77M	+$1.12K	1	1.19%	Increased
573	Exchange Traded Concepts Oklahoma City, Oklahoma	$4.77M	+$3.39M	7	0.1%	Increased
574	Scotia Capital Toronto, Ontario, Canada	$4.74M	+$90.2K	4	0.03%	Increased
575	PWC PYA Waltman Capital Knoxville, Tennessee	$4.71M	+$5.12M	1	2.32%	Increased