← 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	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.94M	+$7.21K	1	1.21%	Increased
627	AMIM Aull & Monroe Investment Management Mobile, Alabama	$1.92M	-$95.2K	2	1.03%	Reduced
628	SCM Signia Capital Management Spokane, Washington	$1.92M	-$48.2K	1	2.33%	Reduced
629	YMRC Yorktown Management & Research Company Forest, Virginia	$1.91M	-$270K	4	0.62%	Reduced
630	HSA Hussman Strategic Advisors Ellicott City, Maryland	$1.9M	$0	1	0.46%	Maintained
631	EAM Eukles Asset Management Cincinnati, Ohio	$1.89M	+$15K	1	1.72%	Increased
632	Bell Bank Fargo, North Dakota	$1.86M	+$1.54M	1	0.5%	New
633	Financial Engines Advisors Santa Clara, California	$1.85M	+$76.5K	1	0.01%	Increased
634	Meag Munich Ergo Munich, Germany	$1.83M	-$369K	4	0.15%	Reduced
635	BOK Financial Tulsa, Oklahoma	$1.83M	-$793K	3	0.04%	Reduced
636	Davenport & Co Richmond, Virginia	$1.82M	-$1.11M	2	0.02%	Reduced
637	Intrust Bank Wichita, Kansas	$1.82M	-$207K	2	0.46%	Reduced
638	MAI Capital Management Independence, Ohio	$1.81M	-$118K	2	0.09%	Reduced
639	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$1.8M	-$547K	1	0.09%	Reduced
640	Two Sigma Securities New York	$1.79M	+$1.25M	2	0.02%	Increased
641	Hillsdale Investment Management Toronto, Ontario, Canada	$1.77M	+$383K	1	0.16%	Increased
642	AAM Ascension Asset Management New York	$1.76M	-$20.6K	1	1.58%	Reduced
643	Summit Partners Public Asset Management Boston, Massachusetts	$1.76M	+$132K	1	0.22%	Increased
644	Aristeia Capital Greenwich, Connecticut	$1.75M	+$378K	1	0.1%	Increased
645	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.72M	-$660K	8	0.11%	Reduced
646	Ameritas Investment Partners Lincoln, Nebraska	$1.72M	+$18.7K	10	0.08%	Increased
647	Ellington Management Group Old Greenwich, Connecticut	$1.72M	-$307K	3	0.31%	Reduced
648	Cozad Asset Management Champaign, Illinois	$1.68M	+$128K	1	0.51%	Increased
649	Perigon Wealth Management San Francisco, California	$1.67M	+$151K	1	0.39%	Increased
650	WAOTB Wealth Advisors of Tampa Bay Tampa, Florida	$1.67M	+$1.38M	1	1.21%	New