← 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
326	Commonwealth Equity Services Waltham, Massachusetts	$19.6M	+$798K	11	0.04%	Increased
327	New York Life Investment Management New York	$19.6M	+$6.99M	8	0.22%	Increased
328	Mutual of America Capital Management New York	$19.6M	-$385K	11	0.23%	Reduced
329	Robeco Schweiz Zurich, Switzerland	$19.5M	$0	1	0.32%	Maintained
330	Weiss Multi-Strategy Advisers New York	$19.3M	-$8.05M	4	0.45%	Reduced
331	ECM Engle Capital Management Greenwich, Connecticut	$19.2M	+$9.6M	1	6.3%	Increased
332	Yousif Capital Management Bloomfield Hills, Michigan	$19.1M	-$1.1M	12	0.25%	Reduced
333	Swiss Life Asset Management Zurich,	$19M	+$5.85M	4	0.29%	Increased
334	Jump Financial Chicago, Illinois	$18.9M	+$2.66M	7	0.77%	Increased
335	SP Solel Partners Boston, Massachusetts	$18.8M	$0	1	3.85%	Maintained
336	Tiger Global Management New York	$18.8M	$0	1	0.17%	Maintained
337	Aviva London, United Kingdom	$18.8M	-$6.84M	4	0.09%	Reduced
338	Integral Health Asset Management New York	$18.7M	+$2.59M	1	3.77%	Increased
339	B. Metzler seel. Sohn & Co Frankfurt, Germany	$18.5M	+$1.86M	5	0.29%	Increased
340	Harris Associates Chicago, Illinois	$18.3M	-$4.82M	1	0.04%	Reduced
341	ACB Aristotle Capital Boston Boston, Massachusetts	$18.2M	+$1.09M	1	0.56%	Increased
342	VWM Valley Wealth Managers Paramus, New Jersey	$18.2M	+$17.9M	2	1.65%	Increased
343	Xponance Philadelphia, Pennsylvania	$18.1M	+$3.02M	6	0.26%	Increased
344	Nomura Asset Management Tokyo, Japan	$18M	+$635K	8	0.09%	Increased
345	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$17.7M	+$2M	2	1.04%	Increased
346	Fenimore Asset Management Cobleskill, New York	$17.1M	+$95.4K	1	0.45%	Increased
347	Palisade Capital Management Fort Lee, New Jersey	$17.1M	+$3.18M	1	0.46%	Increased
348	Maverick Capital Dallas, Texas	$17.1M	-$4.66M	4	0.43%	Reduced
349	LP Lexington Partners New York	$16.9M	$0	1	10.83%	Maintained
350	Creative Planning Overland Park, Kansas	$16.9M	-$153K	11	0.02%	Reduced