← 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
601	IB Intrust Bank Wichita, Kansas	$2.09M	-$150K	3	0.61%	Reduced
602	EAM Eukles Asset Management Cincinnati, Ohio	$2.05M	+$1.93M	1	2.14%	New
603	Empirical Finance Havertown, Pennsylvania	$2.05M	$0	1	0.61%	Maintained
604	CS Comerica Securities Detroit, Michigan	$2.04M	-$342K	1	0.27%	Reduced
605	TCM Tributary Capital Management Omaha, Nebraska	$2.02M	-$176K	1	0.19%	Reduced
606	MAI Capital Management Independence, Ohio	$2.01M	-$122K	2	0.12%	Reduced
607	Mount Yale Investment Advisors Denver, Colorado	$2M	+$731K	2	0.41%	Increased
608	YMRC Yorktown Management & Research Company Forest, Virginia	$1.99M	+$137K	4	0.66%	Increased
609	CCI Columbus Circle Investors	$1.99M	+$149K	1	0.06%	Increased
610	North Star Asset Management Neenah, Wisconsin	$1.99M	-$46.1K	1	0.19%	Reduced
611	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.99M	-$398K	4	0.41%	Reduced
612	Banque Pictet & Cie Geneva 73, Switzerland	$1.98M	+$2.2M	1	0.04%	Increased
613	AAM Ascension Asset Management New York	$1.95M	$0	1	1.98%	Maintained
614	CG Cutler Group San Francisco, California	$1.95M	+$97.9K	7	0.19%	Increased
615	CFIC City Financial Investment Company London, United Kingdom	$1.95M	+$963K	2	0.35%	Increased
616	SGAM Smith Group Asset Management Dallas, Texas	$1.94M	+$1.02M	1	0.07%	Increased
617	FFC First Financial Corp Terre Haute, Indiana	$1.93M	+$7.24K	2	1.55%	Increased
618	Kentucky Retirement Systems Frankfort, Kentucky	$1.91M	+$650K	4	0.21%	Increased
619	Stephens Inc Little Rock, Arkansas	$1.9M	-$682K	3	0.05%	Reduced
620	CIBC Private Wealth Group Atlanta, Georgia	$1.89M	-$1.89M	1	0.01%	Reduced
621	Eagle Global Advisors Houston, Texas	$1.89M	-$3.23K	1	0.08%	Reduced
622	Ameritas Investment Partners Lincoln, Nebraska	$1.88M	-$3.13M	10	0.1%	Reduced
623	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.85M	-$455K	2	1.27%	Reduced
624	Credit Agricole Montrouge Cedex, France	$1.85M	-$110K	1	0.1%	Reduced
625	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.84M	+$1.3M	3	0.17%	Increased