← 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
351	Quadrature Capital London, United Kingdom	$8.71M	+$6.4M	3	0.67%	Increased
352	Janney Montgomery Scott Philadelphia, Pennsylvania	$8.68M	+$9.43K	7	0.11%	Increased
353	Bank of Nova Scotia Toronto, Ontario, Canada	$8.65M	+$362K	3	0.05%	Increased
354	GH GAM Holding Zurich, Switzerland	$8.64M	+$229K	4	0.13%	Increased
355	Zurich Cantonal Bank Zurich, Switzerland	$8.61M	+$116K	9	0.08%	Increased
356	M&T Bank Buffalo, New York	$8.57M	+$293K	7	0.05%	Increased
357	Utah Retirement Systems Salt Lake City, Utah	$8.57M	-$281K	5	0.2%	Reduced
358	NA Neuburgh Advisers Los Angeles, California	$8.48M	+$1.26M	3	0.32%	Increased
359	GCP GSA Capital Partners London, United Kingdom	$8.46M	-$2.85M	7	0.55%	Reduced
360	SIM Spark Investment Management New York	$8.43M	-$1.41M	2	0.52%	Reduced
361	DCM Dupont Capital Management Wilmington, Delaware	$8.34M	+$425K	4	0.19%	Increased
362	TIA Tandem Investment Advisors Charleston, South Carolina	$8.32M	+$368K	1	3.3%	Increased
363	Commonwealth Equity Services Waltham, Massachusetts	$8.24M	+$171K	8	0.05%	Increased
364	Oppenheimer & Co New York	$8.21M	-$180K	6	0.23%	Reduced
365	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$8.17M	+$186K	8	0.1%	Increased
366	CFIC City Financial Investment Company London, United Kingdom	$8.13M	$0	1	0.89%	Maintained
367	SAM Shell Asset Management The Hague, Netherlands	$8.09M	+$56.6K	4	0.17%	Increased
368	SCA Secor Capital Advisors New York	$8.08M	+$5.73M	2	0.73%	Increased
369	Shelton Capital Management Denver, Colorado	$8M	+$1.5M	4	0.57%	Increased
370	Jane Street New York	$7.97M	+$4.15M	7	0.03%	Increased
371	FCI Financial Counselors Inc Overland Park, Kansas	$7.91M	+$1.29M	3	0.39%	Increased
372	Fenimore Asset Management Cobleskill, New York	$7.87M	+$7.89M	1	0.33%	New
373	Pendal Group Sydney, Australia	$7.85M	+$8.51M	1	0.11%	New
374	ACB Aristotle Capital Boston Boston, Massachusetts	$7.76M	+$1.44M	1	0.87%	Increased
375	Amalgamated Bank New York	$7.66M	+$2.48M	7	0.25%	Increased