← 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
651	TAMH Taikang Asset Management (HK) Hong Kong	$2.35M	$0	1	0.59%	Maintained
652	AF Alerus Financial Grand Forks, North Dakota	$2.32M	+$22.7K	1	0.26%	Increased
653	Ameritas Investment Partners Lincoln, Nebraska	$2.32M	+$39.4K	11	0.1%	Increased
654	Financial Engines Advisors Santa Clara, California	$2.31M	+$8.69K	1	0.01%	Increased
655	Everett Harris & Co Los Angeles, California	$2.3M	-$72.8K	1	0.05%	Reduced
656	IAM Integre Asset Management New York	$2.3M	-$3.08M	2	1.3%	Reduced
657	Rafferty Asset Management New York	$2.28M	-$1.87M	2	0.04%	Reduced
658	Hillsdale Investment Management Toronto, Ontario, Canada	$2.26M	+$264K	1	0.2%	Increased
659	BB Bell Bank Fargo, North Dakota	$2.26M	+$20.6K	1	0.41%	Increased
660	ARMC American Research & Management Company Marion, Massachusetts	$2.23M	-$7.21K	1	0.66%	Reduced
661	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$2.23M	-$28K	1	1.54%	Reduced
662	AMIM Aull & Monroe Investment Management Mobile, Alabama	$2.21M	-$25.7K	2	1.12%	Reduced
663	CAM Cozad Asset Management Champaign, Illinois	$2.2M	-$21K	1	0.59%	Reduced
664	Stephens Inc Little Rock, Arkansas	$2.19M	-$829K	3	0.05%	Reduced
665	Regions Financial Corp Birmingham, Alabama	$2.18M	-$135K	2	0.02%	Reduced
666	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$2.13M	-$314K	8	0.07%	Reduced
667	TCM Tributary Capital Management Omaha, Nebraska	$2.13M	+$685K	1	0.15%	Increased
668	BM Bridger Management New York	$2.13M	+$1.96M	1	0.15%	New
669	BBA Brookfield BHS Advisors New York	$2.13M	+$1.96M	1	0.39%	New
670	PGGM Investments Zeist, Netherlands	$2.09M	-$3.09M	1	0.01%	Reduced
671	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$2.08M	+$167K	3	0.31%	Increased
672	WAOTB Wealth Advisors of Tampa Bay Tampa, Florida	$2.07M	+$14.5K	1	1.9%	Increased
673	Quantinno Capital Management New York	$2.03M	+$1.27M	5	1.28%	Increased
674	CP Covenant Partners Nashville, Tennessee	$2M	+$22.3K	2	0.93%	Increased
675	Tokio Marine Asset Management Tokyo, Japan	$2M	+$331K	2	0.3%	Increased