← 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	Royce & Associates New York	$15.9M	+$2.09M	5	0.16%	Increased
352	Guggenheim Capital Chicago, Illinois	$15.3M	-$2.71M	7	0.13%	Reduced
353	Palisade Capital Management Fort Lee, New Jersey	$15.2M	+$319K	1	0.43%	Increased
354	RC Rovin Capital Mesa, Arizona	$15.1M	$0	1	6.95%	Maintained
355	Fuller & Thaler Asset Management San Mateo, California	$15.1M	+$534K	1	0.09%	Increased
356	SGI Summit Global Investments Bountiful, Utah	$15M	-$2.7M	4	1%	Reduced
357	CCM Cinctive Capital Management New York	$14.9M	+$12.9M	5	0.74%	Increased
358	RTW Investments New York	$14.9M	+$15.6M	1	0.31%	New
359	Creative Planning Overland Park, Kansas	$14.3M	+$1.25M	10	0.02%	Increased
360	DJSG D.J. St. Germain Springfield, Massachusetts	$14.3M	+$13.2M	6	0.8%	Increased
361	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$14.1M	-$27.3K	1	3.1%	Reduced
362	LFCM Long Focus Capital Management San Juan, Puerto Rico	$13.9M	+$9.85M	2	0.5%	Increased
363	Zacks Investment Management Chicago, Illinois	$13.8M	-$867K	6	0.18%	Reduced
364	ProShare Advisors Bethesda, Maryland	$13.8M	+$1.16M	10	0.04%	Increased
365	Panagora Asset Management Boston, Massachusetts	$13.7M	+$976K	9	0.09%	Increased
366	Oregon Public Employees Retirement Fund Tigard, Oregon	$13.7M	-$2.87M	11	0.19%	Reduced
367	Commonwealth Equity Services Waltham, Massachusetts	$13.7M	-$1.72M	9	0.03%	Reduced
368	Commerce Bank Kansas City, Missouri	$13.6M	+$1.69M	6	0.11%	Increased
369	PWAG Polaris Wealth Advisory Group San Rafael, California	$13.6M	+$14.9M	1	1.04%	New
370	LP Lexington Partners New York	$13.6M	$0	1	9.97%	Maintained
371	XC XY Capital Central, Hong Kong	$13.5M	+$16.3M	1	7.76%	Increased
372	DnB Asset Management Oslo, Norway	$13.5M	+$629K	4	0.08%	Increased
373	Maverick Capital Dallas, Texas	$13.3M	-$6.54M	3	0.3%	Reduced
374	VWM Valley Wealth Managers Paramus, New Jersey	$13.2M	+$121K	2	1.1%	Increased
375	AssetMark Inc Concord, California	$13.1M	+$13M	10	0.05%	Increased