← 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	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$1.47M	+$49.5K	1	0.36%	Increased
627	PS Pensionfund Sabic Sittard, Netherlands	$1.47M	-$1.55M	1	0.44%	Reduced
628	BBI Baxter Bros Inc Riverside, Connecticut	$1.46M	+$1.43M	1	0.51%	New
629	DG Davidson & Garrard Lynchburg, Virginia	$1.46M	-$17K	1	0.36%	Reduced
630	AIM Avity Investment Management Greenwich, Connecticut	$1.46M	$0	1	0.23%	Maintained
631	BI Bulldog Investors Saddle Brook, New Jersey	$1.46M	$0	1	0.37%	Maintained
632	CBB Citizens Business Bank Ontario, California	$1.45M	+$22.2K	2	0.27%	Increased
633	First Manhattan New York	$1.44M	+$5.43K	6	0.01%	Increased
634	CI Cowen Inc New York	$1.44M	+$158K	1	0.09%	Increased
635	WhitTier Trust Company Reno, Nevada	$1.44M	-$115K	3	0.16%	Reduced
636	WPC White Pine Capital Bloomington, Minnesota	$1.43M	-$23.3K	1	0.6%	Reduced
637	AIM Allen Investment Management New York	$1.41M	-$2.45M	2	0.1%	Reduced
638	WesBanco Bank Wheeling, West Virginia	$1.41M	-$293K	1	0.08%	Reduced
639	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$1.4M	+$18.4K	2	0.18%	Increased
640	EEG E.E. Geduld	$1.39M	+$279K	1	1.83%	Increased
641	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.38M	-$64.1K	8	0.02%	Reduced
642	GIM Guardian Investment Management Tiburon, California	$1.37M	+$9.16K	1	1.52%	Increased
643	Capital International Inc Los Angeles, California	$1.36M	-$363K	1	0.16%	Reduced
644	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.35M	-$162K	2	0.18%	Reduced
645	Simplex Trading Chicago, Illinois	$1.35M	-$3.91M	4	0.09%	Reduced
646	Fisher Asset Management Camas, Washington	$1.35M	$0	1	0%	Maintained
647	PineBridge Investments New York	$1.33M	+$1.31M	3	0.07%	Increased
648	Tokio Marine Asset Management Tokyo, Japan	$1.33M	-$160K	3	0.14%	Reduced
649	PL Parkwood LLC Cleveland, Ohio	$1.32M	-$166K	2	0.22%	Reduced
650	MAI Capital Management Independence, Ohio	$1.32M	-$22.1K	2	0.1%	Reduced