← 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
576	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$2.38M	-$4.73M	1	0.15%	Reduced
577	FFC First Financial Corp Terre Haute, Indiana	$2.38M	$0	2	1.53%	Maintained
578	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$2.37M	-$22.5K	2	1.04%	Reduced
579	Commerce Bank Kansas City, Missouri	$2.36M	+$698K	3	0.03%	Increased
580	T TOBAM Paris, France	$2.3M	+$1.96M	1	0.1%	New
581	NFAM North Fourth Asset Management Englewood Cliffs, New Jersey	$2.26M	+$2.13M	1	0.74%	New
582	Empowered Funds Havertown, Pennsylvania	$2.25M	+$525K	1	1.13%	Increased
583	Holocene Advisors New York	$2.24M	+$2.06M	3	0.06%	New
584	Capital Investment Advisors Atlanta, Georgia	$2.24M	+$183K	1	0.15%	Increased
585	JIR James Investment Research Alpha, Ohio	$2.22M	-$2.12M	2	0.08%	Reduced
586	CI Cigna Investments Bloomfield, Connecticut	$2.18M	+$137K	5	0.14%	Increased
587	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$2.17M	+$831K	4	0.38%	Increased
588	Profund Advisors Bethesda, Maryland	$2.14M	-$467K	4	0.08%	Reduced
589	EMG Ellington Management Group Old Greenwich, Connecticut	$2.13M	+$1.97M	4	0.35%	New
590	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$2.12M	-$359K	4	0.54%	Reduced
591	AC Athos Capital Hong Kong	$2.11M	+$1.83M	1	2.04%	Increased
592	MC Menta Capital San Francisco, California	$2.11M	-$440K	2	0.41%	Reduced
593	Trexquant Investment Stamford, Connecticut	$2.1M	+$505K	2	0.23%	Increased
594	First Allied Advisory Services San Diego, California	$2.08M	+$817K	4	0.08%	Increased
595	First Manhattan New York	$2.07M	-$2.93K	8	0.01%	Reduced
596	North Star Asset Management Neenah, Wisconsin	$2.06M	-$113K	2	0.18%	Reduced
597	GL GLG LLC New York	$2.06M	+$1.05M	3	0.15%	Increased
598	Clifford Swan Investment Counsel Pasadena, California	$2.04M	+$220K	2	0.11%	Increased
599	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$2.04M	$0	1	1.3%	Maintained
600	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.98M	-$2.42M	2	0.27%	Reduced