← 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	Kentucky Retirement Systems Frankfort, Kentucky	$4.6M	-$62.1K	4	0.13%	Reduced
602	APF Alaska Permanent Fund Juneau, Alaska	$4.58M	+$838K	3	0.07%	Increased
603	Meag Munich Ergo Munich, Germany	$4.55M	-$874K	1	0.15%	Reduced
604	XC XY Capital Central, Hong Kong	$4.54M	+$4.82M	1	2.87%	New
605	EIA Eastover Investment Advisors Charlotte, North Carolina	$4.53M	+$228K	1	2.17%	Increased
606	SRL Scientech Research LLC Jersey City, New Jersey	$4.53M	+$4M	4	0.93%	Increased
607	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$4.51M	+$112K	1	0.54%	Increased
608	EAM Eukles Asset Management Cincinnati, Ohio	$4.51M	+$15.6K	3	1.95%	Increased
609	DTL Dynamic Technology Lab Singapore	$4.47M	+$754K	7	0.5%	Increased
610	Erste Asset Management Vienna, Austria	$4.38M	+$239K	2	0.06%	Increased
611	Fifth Third Bancorp Cincinnati, Ohio	$4.37M	+$532K	14	0.02%	Increased
612	EWM Elite Wealth Management Kirkland, Washington	$4.36M	$0	2	0.15%	Maintained
613	BL BFSG LLC Irvine, California	$4.35M	+$869	4	0.55%	Increased
614	Mirae Asset Global Investments Seoul, South Korea	$4.33M	-$22.1M	4	0.02%	Reduced
615	Ameritas Investment Partners Lincoln, Nebraska	$4.28M	-$743K	16	0.15%	Reduced
616	Castleark Management Chicago, Illinois	$4.28M	+$4.63M	1	0.17%	New
617	LCM Logan Capital Management Newtown Square, Pennsylvania	$4.25M	+$20.2K	3	0.18%	Increased
618	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$4.23M	+$392K	2	2.07%	Increased
619	PWC PYA Waltman Capital Knoxville, Tennessee	$4.21M	-$149K	1	1.55%	Reduced
620	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$4.2M	+$33.4K	1	0.27%	Increased
621	First National Bank of Omaha Omaha, Nebraska	$4.19M	+$288K	1	0.28%	Increased
622	DWA Dorsey Wright & Associates Pasadena, California	$4.18M	+$54.2K	1	1.08%	Increased
623	SI Sapience Investments Newport Beach, California	$4.14M	-$1.99M	2	2.12%	Reduced
624	RRCP Rip Road Capital Partners Boston, Massachusetts	$4.13M	-$1.08M	1	3.63%	Reduced
625	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$4.1M	+$339K	13	0%	Increased