← 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
301	Hennessy Advisors Inc Novato, California	$18.6M	+$2.13M	1	1.08%	Increased
302	KLC Kent Lake Capital Reno, Nevada	$18.4M	+$3.53M	1	7.48%	Increased
303	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$18.2M	-$108K	1	3.82%	Reduced
304	Adams Diversified Equity Fund Baltimore, Maryland	$17.8M	+$5.56M	1	0.76%	Increased
305	MFWM Motley Fool Wealth Management Alexandria, Virginia	$17.8M	-$70.6K	1	0.8%	Reduced
306	PineBridge Investments New York	$17.7M	-$3.03M	4	0.23%	Reduced
307	CAM Cormorant Asset Management Boston, Massachusetts	$17.6M	-$3.19M	1	0.39%	Reduced
308	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$17.6M	-$6.54M	2	1.17%	Reduced
309	CI CPMG Inc Dallas, Texas	$17.5M	+$298K	1	3.34%	Increased
310	LPL Financial San Diego, California	$17M	+$2.74M	9	0.02%	Increased
311	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$17M	-$12M	6	0.29%	Reduced
312	Achmea Investment Management Zeist, Netherlands	$16.9M	-$1.04M	3	0.59%	Reduced
313	EP Edgestream Partners Princeton, New Jersey	$16.7M	+$2.37M	4	0.94%	Increased
314	SG Americas Securities New York	$16.7M	-$5.26M	14	0.09%	Reduced
315	Capital Wealth Planning Naples, Florida	$16.5M	-$481K	2	0.54%	Reduced
316	TPSF Texas Permanent School Fund Austin, Texas	$16.5M	-$600K	8	0.2%	Reduced
317	SP Solel Partners Boston, Massachusetts	$16.4M	+$18.3M	1	4.1%	New
318	AustralianSuper Melbourne, Australia	$16.3M	+$13M	2	0.13%	Increased
319	Cullen Capital Management New York	$16.3M	+$11.9M	1	0.18%	Increased
320	Mutual of America Capital Management New York	$16.1M	-$102K	9	0.17%	Reduced
321	MFAM Motley Fool Asset Management Alexandria, Virginia	$16M	-$4.28M	1	1.15%	Reduced
322	PCM Portolan Capital Management Boston, Massachusetts	$15.9M	-$6.6M	1	1.25%	Reduced
323	Mairs & Power Inc St Paul, Minnesota	$15.8M	-$1.34M	1	0.17%	Reduced
324	Commonwealth Equity Services Waltham, Massachusetts	$15.8M	-$952K	12	0.04%	Reduced
325	NN Investment Partners Holdings The Hague, Netherlands	$15.8M	+$1.65M	4	0.09%	Increased