← 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	COI Connable Office Inc Kalamazoo, Michigan	$2.74M	-$55K	2	0.42%	Reduced
627	Central Trust Company Jefferson City, Missouri	$2.72M	+$551K	4	0.11%	Increased
628	PHK Point72 Hong Kong Hong Kong	$2.71M	+$546K	8	0.12%	Increased
629	SGH Sivik Global Healthcare Greenwich, Connecticut	$2.7M	-$643K	1	1.1%	Reduced
630	IB Intrust Bank Wichita, Kansas	$2.67M	+$41.4K	2	0.41%	Increased
631	AE Wealth Management Topeka, Kansas	$2.66M	+$585K	4	0.03%	Increased
632	SGA Strategic Global Advisors Newport Beach, California	$2.65M	+$2.64M	2	0.47%	New
633	TIAM TT International Asset Management London, United Kingdom	$2.64M	+$897K	1	0.12%	New
634	OF Outfitter Financial Brunswick, Maine	$2.64M	+$2.54M	2	2.55%	New
635	PFA Professional Financial Advisors North Platte, Nebraska	$2.64M	+$11.3K	2	2.08%	Increased
636	WAM Wakefield Asset Management Englewood, Colorado	$2.64M	-$731K	2	1.11%	Reduced
637	LG Leuthold Group Minneapolis, Minnesota	$2.61M	-$109K	1	0.34%	Reduced
638	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$2.6M	-$43.5K	1	0.51%	Reduced
639	BG Bollard Group Boston, Massachusetts	$2.6M	-$155K	2	0.1%	Reduced
640	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$2.59M	+$825K	1	0.29%	Increased
641	MIS Morningstar Investment Services Chicago, Illinois	$2.59M	-$95.3K	1	0.04%	Reduced
642	EVC Eidelman Virant Capital Saint Louis, Missouri	$2.59M	-$2.39M	2	1.13%	Reduced
643	BAM Blueshift Asset Management Red Bank, New Jersey	$2.58M	+$611K	4	0.31%	Increased
644	IRF IBM Retirement Fund Armonk, New York	$2.56M	+$293K	4	0.18%	Increased
645	DIA Dean Investment Associates Beavercreek, Ohio	$2.56M	+$298K	2	0.53%	Increased
646	Allstate Corporation Northbrook, Illinois	$2.56M	+$255K	5	0.08%	Increased
647	Diversified Trust Memphis, Tennessee	$2.54M	-$293K	4	0.1%	Reduced
648	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$2.54M	+$785K	2	1%	Increased
649	RBF Capital San Francisco, California	$2.54M	$0	1	0.19%	Maintained
650	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$2.53M	-$2.55M	8	0.01%	Reduced