← 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	Financial Engines Advisors Santa Clara, California	$2.04M	-$118K	1	0.01%	Reduced
652	FQ First Quadrant Glendale, California	$2.03M	-$1.75M	4	0.27%	Reduced
653	CK Cohen Klingenstein New York	$2.03M	$0	3	0.12%	Maintained
654	COI Connable Office Inc Kalamazoo, Michigan	$2.02M	-$39.9K	2	0.4%	Reduced
655	Eagle Global Advisors Houston, Texas	$2.01M	-$277K	1	0.18%	Reduced
656	CI Cigna Investments Bloomfield, Connecticut	$1.99M	-$462K	4	0.19%	Reduced
657	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$1.97M	+$2.7K	1	0.59%	Increased
658	SBL Sargent Bickham Lagudis Boulder, Colorado	$1.97M	+$545K	2	0.21%	Increased
659	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$1.95M	-$384K	1	0.73%	Reduced
660	IA Icon Advisers Greenwood Village, Colorado	$1.94M	+$1.73M	2	0.38%	New
661	DIA Dean Investment Associates Beavercreek, Ohio	$1.93M	-$4.54M	2	0.46%	Reduced
662	Veritable Wilmington, Delaware	$1.93M	-$77.6K	4	0.04%	Reduced
663	CIC Chase Investment Counsel Charlottesville, Virginia	$1.92M	-$1.37M	1	0.97%	Reduced
664	Quantinno Capital Management New York	$1.92M	-$590K	6	1.89%	Reduced
665	AAM Auxier Asset Management Aurora, Oregon	$1.92M	$0	3	0.42%	Maintained
666	EMG ETF Managers Group Summit, New Jersey	$1.92M	+$915K	3	0.07%	Increased
667	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$1.92M	+$785K	1	1.03%	Increased
668	SSI Scott & Selber Inc Houston, Texas	$1.9M	+$1.8M	1	0.94%	New
669	RFA Reilly Financial Advisors La Mesa, California	$1.9M	+$1.67M	2	0.22%	Increased
670	PCS Personal CFO Solutions Chester, New Jersey	$1.88M	+$9.16K	2	0.56%	Increased
671	AR Advisory Research Chicago, Illinois	$1.86M	-$722K	1	0.17%	Reduced
672	Ruffer LLP London, United Kingdom	$1.86M	+$1.67M	1	0.07%	New
673	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.85M	+$206K	2	0.64%	Increased
674	AssetMark Inc Concord, California	$1.85M	+$481K	4	0.01%	Increased
675	AMIM Aull & Monroe Investment Management Mobile, Alabama	$1.85M	-$127K	2	1.14%	Reduced