← 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	LS Investment Advisors Bloomfield Hills, Michigan	$1.76M	-$597K	8	0.13%	Reduced
627	Stephens Inc Little Rock, Arkansas	$1.76M	-$153K	3	0.05%	Reduced
628	AEGON Asset Management (UK) Edinburgh, United Kingdom	$1.76M	$0	1	0.05%	Maintained
629	CP Covenant Partners Nashville, Tennessee	$1.76M	-$44.2K	2	0.94%	Reduced
630	Eagle Global Advisors Houston, Texas	$1.75M	$0	1	0.18%	Maintained
631	CC Cipher Capital New York	$1.73M	-$11.6M	2	0.63%	Reduced
632	Ameritas Investment Partners Lincoln, Nebraska	$1.72M	-$12K	11	0.1%	Reduced
633	DFAM Deep Field Asset Management Beverly Hills, California	$1.71M	+$2.02M	1	1.04%	New
634	AE Wealth Management Topeka, Kansas	$1.7M	+$1.33M	2	0.04%	Increased
635	BM Bridger Management New York	$1.7M	$0	1	0.2%	Maintained
636	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.7M	$0	8	0.05%	Maintained
637	AMIM Aull & Monroe Investment Management Mobile, Alabama	$1.7M	-$12.2K	2	1.14%	Reduced
638	Veritable Wilmington, Delaware	$1.69M	+$35.1K	4	0.04%	Increased
639	WAM Wakefield Asset Management Englewood, Colorado	$1.66M	+$898K	2	0.89%	Increased
640	Regions Financial Corp Birmingham, Alabama	$1.66M	-$181K	2	0.02%	Reduced
641	D.L. Carlson Investment Group Concord, New Hampshire	$1.64M	+$1.69M	1	0.62%	New
642	M&G Investment Management London, United Kingdom	$1.64M	+$1.98M	2	0.02%	New
643	Intrust Bank Wichita, Kansas	$1.63M	-$418K	2	0.46%	Reduced
644	Advisor Partners Walnut Creek, California	$1.63M	+$74.3K	4	0.2%	Increased
645	Hardman Johnston Global Advisors Stamford, Connecticut	$1.62M	-$105K	1	0.09%	Reduced
646	Laurion Capital Management New York	$1.62M	+$1.22M	2	0.02%	Increased
647	OPPTF OPSEU Pension Plan Trust Fund Toronto, Ontario, Canada	$1.62M	+$1.78M	2	0.63%	New
648	CK Cohen Klingenstein New York	$1.62M	$0	3	0.12%	Maintained
649	Lido Advisors Los Angeles, California	$1.62M	+$1.67M	1	0.07%	New
650	Exchange Traded Concepts Oklahoma City, Oklahoma	$1.6M	+$1.64M	4	0.87%	Increased