← 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	WA Watchtower Advisors Old Greenwich, Connecticut	$17M	-$12.5M	1	9.14%	Reduced
352	Hancock Whitney Gulfport, Mississippi	$16.8M	+$14.4M	2	0.66%	Increased
353	Janney Montgomery Scott Philadelphia, Pennsylvania	$16.7M	+$3.69M	9	0.06%	Increased
354	Creative Planning Overland Park, Kansas	$16.3M	-$964K	8	0.02%	Reduced
355	New York Life Investment Management New York	$16.3M	-$3.27M	8	0.17%	Reduced
356	Weiss Multi-Strategy Advisers New York	$16.3M	-$4.31M	5	0.33%	Reduced
357	PWAM Park West Asset Management San Francisco, California	$16.2M	-$10.4M	1	1.42%	Reduced
358	M&G Investment Management London, United Kingdom	$16.2M	+$8.08M	2	0.06%	Increased
359	DnB Asset Management Oslo, Norway	$16.2M	-$196K	4	0.09%	Reduced
360	VWM Valley Wealth Managers Paramus, New Jersey	$16.1M	-$258K	2	1.44%	Reduced
361	Granahan Investment Management Waltham, Massachusetts	$16M	+$16.9M	1	0.49%	New
362	RC Rovin Capital Mesa, Arizona	$16M	+$6.4M	1	7.17%	Increased
363	LP Lexington Partners New York	$16M	$0	1	10.81%	Maintained
364	Cambridge Investment Research Advisors Fairfield, Iowa	$15.8M	-$667K	6	0.07%	Reduced
365	SG Americas Securities New York	$15.7M	+$2.19M	7	0.12%	Increased
366	C WorldWide Group Copenhagen, Denmark	$15.6M	-$1.22M	1	0.2%	Reduced
367	Quantbot Technologies New York	$15.6M	+$2.69M	6	1.02%	Increased
368	ProShare Advisors Bethesda, Maryland	$15.6M	-$9.72M	10	0.05%	Reduced
369	SP Solel Partners Boston, Massachusetts	$15.5M	$0	1	2.44%	Maintained
370	Första AP-fonden Stockholm, Sweden	$15.5M	+$2.06M	3	0.17%	Increased
371	M&T Bank Buffalo, New York	$15.4M	+$213K	7	0.06%	Increased
372	ACB Aristotle Capital Boston Boston, Massachusetts	$15.3M	+$354K	1	0.46%	Increased
373	Davenport & Co Richmond, Virginia	$15.3M	+$462K	3	0.11%	Increased
374	Mariner Overland Park, Kansas	$15.3M	-$446K	11	0.04%	Reduced
375	ClearBridge Investments New York	$15.2M	-$849K	3	0.01%	Reduced