← 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
726	IB Intrust Bank Wichita, Kansas	$812K	+$273K	1	0.3%	Increased
727	PGIM Pacific Global Investment Management Glendale, California	$810K	-$73K	1	0.12%	Reduced
728	DnB Asset Management Oslo, Norway	$800K	+$838K	1	0.02%	New
729	Burney Company Reston, Virginia	$800K	-$17K	2	0.07%	Reduced
730	CK Cohen Klingenstein New York	$796K	$0	2	0.15%	Maintained
731	RAM Ramsey Asset Management Reston, Virginia	$782K	$0	1	0.98%	Maintained
732	BB Bell Bank Fargo, North Dakota	$776K	+$19.6K	1	0.55%	Increased
733	BUB BBVA USA Bancshares Houston, Texas	$772K	+$14.3K	1	0.03%	Increased
734	AT Arden Trust Wilmington, Delaware	$770K	+$20K	1	0.11%	Increased
735	E. Ohman J:or Asset Management Stockholm, Sweden	$768K	-$104K	3	0.19%	Reduced
736	Ancora Advisors Cleveland, Ohio	$765K	-$15.6K	1	0.1%	Reduced
737	DSC Duncker Streett & Co St. Louis, Missouri	$753K	+$19.9K	3	0.24%	Increased
738	WCM Weik Capital Management Wyomissing, Pennsylvania	$752K	$0	1	0.46%	Maintained
739	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$742K	$0	1	0.15%	Maintained
740	GA Geneva Advisors Chicago, Illinois	$736K	-$172K	2	0.01%	Reduced
741	FP Foundry Partners Minneapolis, Minnesota	$734K	+$297K	1	0.07%	Increased
742	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$731K	+$6	3	0.59%	Increased
743	FM Foster & Motley Cincinnati, Ohio	$726K	-$79.6K	1	0.17%	Reduced
744	BAM Burnham Asset Management New York	$711K	-$6.22K	1	0.16%	Reduced
745	PC Pomelo Capital New York	$706K	$0	1	0.33%	Maintained
746	Jones Financial Companies Des Peres, Missouri	$705K	-$170K	1	0.01%	Reduced
747	Klingenstein Fields & Co New York	$705K	-$348K	1	0.03%	Reduced
748	PI Panthera Investment Frankfurt, Germany	$703K	-$796K	1	0.33%	Reduced
749	CAM Carret Asset Management New York	$698K	+$382K	1	0.13%	Increased
750	Envestnet Asset Management Chicago, Illinois	$697K	+$229K	6	0.01%	Increased