← 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	Kentucky Retirement Systems Frankfort, Kentucky	$4.83M	-$88K	4	0.15%	Reduced
577	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$4.82M	-$3.88M	1	0.49%	Reduced
578	Simplicity Solutions Minneapolis, Minnesota	$4.82M	+$32.3K	4	0.13%	Increased
579	FIG Fortress Investment Group New York	$4.8M	$0	1	0.57%	Maintained
580	Elo Mutual Pension Insurance Espoo, Finland	$4.77M	+$181K	3	0.13%	Increased
581	Perigon Wealth Management San Francisco, California	$4.72M	-$113K	1	0.15%	Reduced
582	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$4.72M	+$2.44M	5	0.2%	Increased
583	RBC Romano Brothers & Co Evanston, Illinois	$4.67M	-$80.6K	3	0.7%	Reduced
584	BP Bandera Partners New York	$4.67M	$0	1	1.55%	Maintained
585	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.66M	$0	5	0.18%	Maintained
586	MLM Mount Lucas Management Newtown, Pennsylvania	$4.66M	+$1.93M	2	1.34%	Increased
587	Unisphere Establishment Vaduz, Liechtenstein	$4.65M	+$5.06M	1	0.05%	New
588	Intact Investment Management Montreal, Quebec, Canada	$4.62M	-$2.4M	1	0.19%	Reduced
589	PSP Principal Street Partners Memphis, Tennessee	$4.61M	+$618K	1	1.11%	Increased
590	Manning & Napier Group Fairport, New York	$4.55M	-$917K	1	0.05%	Reduced
591	HSA Hussman Strategic Advisors Ellicott City, Maryland	$4.54M	+$1.01M	1	1.03%	Increased
592	Private Advisor Group Morristown, New Jersey	$4.53M	+$663K	3	0.04%	Increased
593	FNA First National Advisers Omaha, Nebraska	$4.51M	+$2.6M	2	1.3%	Increased
594	PHS Pekin Hardy Strauss Chicago, Illinois	$4.5M	+$106K	2	0.63%	Increased
595	EF Exeter Financial Scottsdale, Arizona	$4.48M	-$114K	2	2.17%	Reduced
596	CAM ClariVest Asset Management San Diego, California	$4.48M	+$3.99M	2	0.25%	Increased
597	BCM Birch Capital Management Dallas, Texas	$4.47M	$0	2	2.56%	Maintained
598	SC Stolper & Co Tulsa, Oklahoma	$4.45M	+$24.8K	1	1.79%	Increased
599	Meag Munich Ergo Munich, Germany	$4.44M	-$2.55M	1	0.17%	Reduced
600	Ancora Advisors Cleveland, Ohio	$4.43M	+$1.75M	6	0.1%	Increased