← 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
626	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.43M	+$228K	2	0.18%	Increased
627	HCM Herndon Capital Management Atlanta, Georgia	$1.43M	-$593K	1	0.04%	Reduced
628	RHBC R.H. Bluestein & Co Birmingham, Michigan	$1.43M	+$483K	3	0.1%	Increased
629	DG Davidson & Garrard Lynchburg, Virginia	$1.41M	-$801K	1	0.36%	Reduced
630	SI Sensato Investors San Francisco, California	$1.41M	+$1.38M	1	0.25%	New
631	PL Parkwood LLC Cleveland, Ohio	$1.4M	-$175K	2	0.24%	Reduced
632	Tokio Marine Asset Management Tokyo, Japan	$1.4M	+$57.9K	3	0.14%	Increased
633	WFI West Family Investments Carlsbad, California	$1.39M	$0	1	0.23%	Maintained
634	AssetMark Inc Concord, California	$1.39M	+$1.15M	3	0.02%	Increased
635	AIM Avity Investment Management Greenwich, Connecticut	$1.39M	-$2.08K	1	0.22%	Reduced
636	KIA KCM Investment Advisors Greenbrae, California	$1.38M	-$12.5K	1	0.1%	Reduced
637	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.36M	+$106K	9	0.02%	Increased
638	Dynamic Advisor Solutions Phoenix, Arizona	$1.35M	-$20.9K	1	0.57%	Reduced
639	First Manhattan New York	$1.32M	-$1.21M	6	0.01%	Reduced
640	Spot Trading Chicago, Illinois	$1.32M	-$1.16M	4	0.02%	Reduced
641	BCM Basso Capital Management Stamford, Connecticut	$1.32M	+$774K	1	0.22%	Increased
642	Group One Trading Chicago, Illinois	$1.31M	-$6.7M	2	0.02%	Reduced
643	Reinhart Partners Mequon, Wisconsin	$1.31M	-$112K	1	0.13%	Reduced
644	CIA Capital Impact Advisors Boston, Massachusetts	$1.3M	+$55.7K	1	0.62%	Increased
645	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$1.29M	$0	2	0.16%	Maintained
646	FWSM First Wilshire Securities Management Pasadena, California	$1.29M	-$305K	1	0.43%	Reduced
647	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$1.29M	+$2.18K	1	0.32%	Increased
648	Avalon Investment & Advisory Houston, Texas	$1.26M	+$1.23M	1	0.05%	New
649	Fisher Asset Management Camas, Washington	$1.25M	-$803K	1	0%	Reduced
650	MAI Capital Management Independence, Ohio	$1.24M	+$816K	2	0.09%	Increased