← 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	IP Interval Partners New York	$21.4M	+$18.1M	2	1.04%	Increased
302	Braun Stacey Associates New York	$21.3M	-$1.8M	1	0.88%	Reduced
303	MFWM Motley Fool Wealth Management Alexandria, Virginia	$20.9M	-$319K	1	1%	Reduced
304	Zurich Cantonal Bank Zurich, Switzerland	$20.9M	-$662K	13	0.1%	Reduced
305	Korea Investment Corp Seoul, South Korea	$20.7M	-$41M	3	0.05%	Reduced
306	SHI SV Health Investors Boston, Massachusetts	$20.7M	-$11.7M	1	24.99%	Reduced
307	Guggenheim Capital Chicago, Illinois	$20.7M	+$3.73M	10	0.12%	Increased
308	AMF Tjänstepension Stockholm, Sweden	$20.6M	$0	1	0.15%	Maintained
309	Alyeska Investment Group Chicago, Illinois	$20.5M	+$19.5M	1	0.23%	Increased
310	ACM Argent Capital Management St Louis, Missouri	$20.4M	+$22.2M	1	0.64%	New
311	JP Morgan Private Wealth Advisors San Francisco, California	$20.2M	+$1.04M	10	0.04%	Increased
312	CIBC World Markets New York	$20.1M	+$9.98M	5	0.16%	Increased
313	MFAM Motley Fool Asset Management Alexandria, Virginia	$19.9M	-$975K	1	1.46%	Reduced
314	KBC Group Brussels, Belgium	$19.9M	-$7.32M	7	0.08%	Reduced
315	CCP Clarkston Capital Partners Rochester, Michigan	$19.8M	+$19.8M	2	0.33%	Increased
316	Baillie Gifford & Co Edinburgh, United Kingdom	$19.6M	-$3.38M	3	0.01%	Reduced
317	EHI Eagle Health Investments Greenwich, Connecticut	$19.6M	$0	1	4.82%	Maintained
318	Oregon Public Employees Retirement Fund Tigard, Oregon	$19.6M	+$1.37M	10	0.2%	Increased
319	MGM Miura Global Management New York	$19M	-$14.5M	2	6.16%	Reduced
320	FCI Financial Counselors Inc Overland Park, Kansas	$18.8M	+$156K	4	0.39%	Increased
321	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$18.8M	-$2.35M	1	4.01%	Reduced
322	USS Investment Management London, United Kingdom	$18.5M	+$939K	4	0.15%	Increased
323	ACM AREX Capital Management New York	$18.3M	+$19.9M	1	10.59%	New
324	RCW Rheos Capital Works Tokyo, Japan	$18.2M	$0	2	0.88%	Maintained
325	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$18.1M	+$4.73M	10	0.18%	Increased