← 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	SAM Securian Asset Management St Paul, Minnesota	$4.08M	-$136K	5	0.12%	Reduced
627	Exchange Traded Concepts Oklahoma City, Oklahoma	$4.03M	+$239K	6	0.1%	Increased
628	TW Trajan Wealth Scottsdale, Arizona	$4.01M	-$17.9K	1	0.26%	Reduced
629	Perpetual Ltd Sydney, New South Wales, Australia	$3.99M	-$599K	1	0.04%	Reduced
630	EF Exeter Financial Scottsdale, Arizona	$3.95M	-$33.1K	2	1.89%	Reduced
631	PC Promethos Capital Boston, Massachusetts	$3.93M	+$2.13M	1	1.49%	Increased
632	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$3.92M	-$434K	6	0.16%	Reduced
633	BCA Bernzott Capital Advisors Camarillo, California	$3.92M	+$3.98M	1	1.81%	New
634	IMC Chicago Chicago, Illinois	$3.91M	+$3.59M	3	0%	Increased
635	MAP Moody Aldrich Partners Marblehead, Massachusetts	$3.91M	-$246K	1	0.76%	Reduced
636	SM Sciencast Management Princeton, New Jersey	$3.9M	+$3.72M	2	1.36%	Increased
637	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$3.9M	-$58.6K	4	0.13%	Reduced
638	GP Girard Partners King Of Prussia, Pennsylvania	$3.88M	-$35.2K	2	0.37%	Reduced
639	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$3.84M	-$522K	1	0.23%	Reduced
640	Nippon Life Global Investors Americas New York	$3.83M	$0	1	0.17%	Maintained
641	WAM Wakefield Asset Management Englewood, Colorado	$3.82M	-$4.33M	1	1.34%	Reduced
642	Wealth Enhancement Advisory Services Plymouth, Minnesota	$3.81M	+$677K	6	0.01%	Increased
643	Tocqueville Asset Management New York	$3.78M	-$207K	1	0.06%	Reduced
644	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$3.77M	-$2.52M	2	0.04%	Reduced
645	FLAM First Light Asset Management Edina, Minnesota	$3.77M	-$21.2M	1	0.33%	Reduced
646	Summit Trail Advisors New York	$3.75M	+$66K	3	0.1%	Increased
647	Eisler Capital (US) New York	$3.73M	+$5.06M	2	0.07%	New
648	BCM Bayesian Capital Management Brooklyn, New York	$3.73M	-$1.51M	4	0.43%	Reduced
649	Carnegie Investment Counsel Pepper Pike, Ohio	$3.7M	+$1.12M	2	0.12%	Increased
650	RTW Investments New York	$3.69M	+$442K	1	0.06%	Increased