← 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	Railway Pension Investments London, United Kingdom	$14.9M	+$475K	3	0.15%	Increased
352	VWM Valley Wealth Managers Paramus, New Jersey	$14.9M	+$1.04M	2	1.16%	Increased
353	USS Investment Management London, United Kingdom	$14.8M	+$782K	4	0.13%	Increased
354	MN Services Vermogensbeheer The Hague, Netherlands	$14.7M	-$6.46M	2	0.13%	Reduced
355	AP AlpInvest Partners Amsterdam, Netherlands	$14.7M	$0	1	3.35%	Maintained
356	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$14.7M	+$379K	8	0.14%	Increased
357	Mariner Overland Park, Kansas	$14.4M	+$677K	10	0.03%	Increased
358	LI Leeward Investments Boston, Massachusetts	$14.4M	-$13.1M	1	0.68%	Reduced
359	Första AP-fonden Stockholm, Sweden	$14.4M	+$4.93M	4	0.15%	Increased
360	Armistice Capital New York	$14.3M	+$11.6M	4	0.19%	Increased
361	CM Cercano Management Bellevue, Washington	$14.2M	-$6.2M	1	0.47%	Reduced
362	ProShare Advisors Bethesda, Maryland	$14.2M	-$1.45M	11	0.04%	Reduced
363	ACM Alua Capital Management New York	$14.1M	-$8.52M	1	0.82%	Reduced
364	Thornburg Investment Management Santa Fe, New Mexico	$14.1M	-$4.62M	3	0.2%	Reduced
365	Commonwealth Equity Services Waltham, Massachusetts	$14.1M	-$597K	11	0.03%	Reduced
366	British Columbia Investment Management Victoria, British Columbia, Canada	$14.1M	+$910K	4	0.12%	Increased
367	SCM Sio Capital Management New York	$13.9M	+$2.75M	1	3.17%	Increased
368	Davenport & Co Richmond, Virginia	$13.9M	-$362K	3	0.09%	Reduced
369	Davidson Kempner Capital Management New York	$13.8M	+$12.3M	1	0.21%	New
370	SGH Sivik Global Healthcare Greenwich, Connecticut	$13.7M	+$11.7M	3	5.74%	New
371	Beutel, Goodman & Co Toronto, Ontario, Canada	$13.7M	+$11.8M	1	0.07%	New
372	Cerity Partners New York	$13.7M	+$6.31M	8	0.04%	Increased
373	Wealthfront Advisers Palo Alto, California	$13.7M	+$1.36M	4	0.05%	Increased
374	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$13.5M	-$1.83M	1	2.77%	Reduced
375	Andra AP-fonden Goteborg, Sweden	$13.5M	+$1.25M	1	0.71%	Increased