← 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	Dai-ichi Life Insurance Company Tokyo, Japan	$2.12M	+$205K	2	0.05%	Increased
627	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.12M	$0	2	0.17%	Maintained
628	Regions Financial Corp Birmingham, Alabama	$2.12M	-$388K	2	0.02%	Reduced
629	Ameritas Investment Partners Lincoln, Nebraska	$2.11M	+$12.6K	10	0.1%	Increased
630	QT Quantamental Technologies White Plains, New York	$2.11M	+$929K	6	0.69%	Increased
631	Oppenheimer & Co New York	$2.11M	-$397K	3	0.06%	Reduced
632	PineBridge Investments New York	$2.09M	-$2.75M	3	0.03%	Reduced
633	HI Human Investing Lake Oswego, Oregon	$2.08M	+$2.1M	1	0.74%	Increased
634	DC Diametric Capital Boston, Massachusetts	$2.08M	+$974K	1	1.72%	Increased
635	AFS Amtrust Financial Services New York	$2.08M	+$1.55M	1	2.51%	New
636	Ancora Advisors Cleveland, Ohio	$2.07M	+$1.34M	2	0.09%	Increased
637	CWM Cordatus Wealth Management Newtown, Pennsylvania	$2.07M	+$2.01M	1	1.08%	New
638	Capital Fund Management (CFM) Paris, France	$2.07M	-$3.09M	1	0.02%	Reduced
639	T TOBAM Paris, France	$2.07M	-$4.03M	1	0.13%	Reduced
640	Eagle Global Advisors Houston, Texas	$2.06M	$0	1	0.09%	Maintained
641	AF Alerus Financial Grand Forks, North Dakota	$2.06M	-$101K	1	0.27%	Reduced
642	Commerce Bank Kansas City, Missouri	$2.05M	+$263K	3	0.02%	Increased
643	TAMH Taikang Asset Management (HK) Hong Kong	$2.05M	$0	1	0.22%	Maintained
644	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$2.04M	$0	2	0.5%	Maintained
645	DAM Deltec Asset Management New York	$2.04M	+$1.02M	1	0.51%	Increased
646	IB Intrust Bank Wichita, Kansas	$2.03M	+$20.9K	2	0.51%	Increased
647	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$2.03M	-$655K	1	0.51%	Reduced
648	DIA Dean Investment Associates Beavercreek, Ohio	$2.02M	-$1.73M	2	0.3%	Reduced
649	RIM Redpoint Investment Management Sydney, NSW, Australia	$2.01M	+$799K	3	0.11%	Increased
650	BB Bell Bank Fargo, North Dakota	$2M	-$27.8K	1	0.38%	Reduced