← 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
701	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$860K	-$143K	2	0.3%	Reduced
702	Norinchukin Bank Tokyo, Japan	$858K	+$92.9K	2	0.02%	Increased
703	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$847K	+$94.6K	5	0%	Increased
704	DL Delta Lloyd Amsterdam, Netherlands	$844K	+$228K	3	0.03%	Increased
705	I2I Insight 2811 Inc Chicago, Illinois	$841K	-$107K	1	0.42%	Reduced
706	Weiss Multi-Strategy Advisers New York	$841K	+$454K	2	0.02%	Increased
707	BUB BBVA USA Bancshares Houston, Texas	$831K	+$16.9K	1	0.04%	Increased
708	BA Bard Associates Chicago, Illinois	$828K	$0	1	0.37%	Maintained
709	CK Cohen Klingenstein New York	$828K	$0	2	0.18%	Maintained
710	MNBTD Moody National Bank Trust Division Galveston, Texas	$828K	-$38K	2	0.07%	Reduced
711	I IberiaBank Lafayette, Louisiana	$824K	+$53.2K	1	0.54%	Increased
712	LRPA L. Roy Papp & Associates Phoenix, Arizona	$823K	$0	1	0.2%	Maintained
713	Pentwater Capital Management Naples, Florida	$823K	+$730K	1	0.02%	New
714	GHA GW Henssler & Associates Kennesaw, Georgia	$820K	-$51.8K	1	0.11%	Reduced
715	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$819K	-$47.3K	1	0.56%	Reduced
716	E. Ohman J:or Asset Management Stockholm, Sweden	$814K	+$91.7K	3	0.21%	Increased
717	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$814K	+$882K	2	0.16%	New
718	BA Boston Advisors Boston, Massachusetts	$812K	-$10.1K	2	0.04%	Reduced
719	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$801K	+$40.7K	1	1.28%	Increased
720	RAM Ramsey Asset Management Reston, Virginia	$799K	$0	1	1.23%	Maintained
721	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$789K	+$86.8K	1	1.15%	Increased
722	PGIM Pacific Global Investment Management Glendale, California	$785K	+$17.8K	1	0.15%	Increased
723	Stephens Inc Little Rock, Arkansas	$769K	+$129K	2	0.04%	Increased
724	HCM Horrell Capital Management Little Rock, Arkansas	$763K	-$1.62K	1	0.41%	Reduced
725	Waratah Capital Advisors Toronto, Ontario, Canada	$763K	+$758K	1	0.43%	New