← 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	United Capital Financial Advisors Irving, Texas	$3.16M	-$341K	2	0.02%	Reduced
652	DTL Dynamic Technology Lab Singapore	$3.13M	-$3.3M	7	0.37%	Reduced
653	KeyBank National Association Cleveland, Ohio	$3.13M	-$466K	4	0.01%	Reduced
654	GIPM G2 Investment Partners Management New York	$3.12M	+$3.14M	1	0.74%	New
655	CI Investments Inc Toronto, Ontario, Canada	$3.11M	-$916K	10	0.01%	Reduced
656	Caption Management Oklahoma City, Oklahoma	$3.08M	+$1.35M	3	0.04%	Increased
657	Equitable Holdings New York	$3.08M	+$12.7K	2	0.05%	Increased
658	Valeo Financial Advisors Carmel, Indiana	$3.07M	+$232K	3	0.16%	Increased
659	COI Connable Office Inc Kalamazoo, Michigan	$3.07M	+$162K	2	0.41%	Increased
660	OPA Old Port Advisors Portland, Maine	$3.04M	-$1.02K	1	1.04%	Reduced
661	DCM Dupont Capital Management Wilmington, Delaware	$3.03M	-$617K	7	0.12%	Reduced
662	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$3.02M	+$3.11M	2	1.36%	New
663	LGP Leonard Green & Partners Los Angeles, California	$3M	+$3.11M	1	0.02%	New
664	Allstate Corporation Northbrook, Illinois	$2.98M	-$6.07M	3	0.08%	Reduced
665	Diversified Trust Memphis, Tennessee	$2.97M	-$10.3K	4	0.1%	Reduced
666	Fifth Third Bancorp Cincinnati, Ohio	$2.97M	+$154K	10	0.01%	Increased
667	Summit Trail Advisors New York	$2.95M	$0	1	0.24%	Maintained
668	CIC Cornercap Investment Counsel Atlanta, Georgia	$2.95M	+$2.67M	3	0.33%	Increased
669	KCM Khrom Capital Management Miami Beach, Florida	$2.94M	-$3.72M	1	3.42%	Reduced
670	EAM EFG Asset Management Portland, Oregon	$2.94M	-$23.3K	1	0.44%	Reduced
671	RSS Rosenblum Silverman Sutton San Francisco, California	$2.94M	+$98.3K	1	0.75%	Increased
672	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$2.93M	+$34K	2	0.06%	Increased
673	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$2.92M	-$598K	4	0.13%	Reduced
674	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$2.91M	-$990K	1	0.04%	Reduced
675	FA FDx Advisors Chicago, Illinois	$2.9M	+$758K	5	0.1%	Increased