← 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	South Dakota Investment Council Sioux Falls, South Dakota	$13.1M	-$527K	5	0.25%	Reduced
352	Carson Wealth (CWM LLC) Omaha, Nebraska	$13M	+$7.4M	18	0.04%	Increased
353	Brevan Howard Capital Management St. Helier, Jersey	$13M	-$16.7M	11	0.06%	Reduced
354	Capstone Investment Advisors New York	$12.9M	+$12.8M	5	0.02%	Increased
355	BCM Bronte Capital Management Bondi Junction, Australia	$12.8M	-$8.16M	1	1.15%	Reduced
356	IP Interval Partners New York	$12.8M	+$1.4M	1	0.21%	Increased
357	Group One Trading Chicago, Illinois	$12.8M	+$4.51M	13	0.02%	Increased
358	CIBC World Market Toronto, Ontario, Canada	$12.7M	+$343K	2	0.02%	Increased
359	CIBC Bancorp USA Chicago, Illinois	$12.6M	+$12.6M	7	0.07%	New
360	Advisors Asset Management Monument, Colorado	$12.6M	+$2.06M	8	0.21%	Increased
361	Paradigm Capital Management Inc Albany, New York	$12.5M	+$4.03M	1	0.54%	Increased
362	Trillium Asset Management Boston, Massachusetts	$12.5M	+$11.5K	1	0.33%	Increased
363	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$12.4M	-$143K	1	2.48%	Reduced
364	ABN AMRO Bank Amsterdam, Netherlands	$12.4M	-$268K	2	0.12%	Reduced
365	HWM HFR Wealth Management Niskayuna, New York	$12.3M	+$47.5K	1	2.83%	Increased
366	CIA Capital Impact Advisors Boston, Massachusetts	$12.3M	+$2.23M	1	2.76%	Increased
367	AIC AWM Investment Company New York	$12.3M	$0	1	1.15%	Maintained
368	BL BFSG LLC Irvine, California	$12.3M	-$395K	3	1.19%	Reduced
369	CCM Carronade Capital Management Darien, Connecticut	$12.2M	+$15.3M	1	0.28%	New
370	Commerce Bank Kansas City, Missouri	$12.2M	+$89.4K	7	0.07%	Increased
371	Vest Financial Mclean, Virginia	$12M	+$12M	1	0.16%	New
372	Oversea-Chinese Banking Corp (OCBC) Singapore	$12M	+$82.2K	1	0.29%	Increased
373	Summit Trail Advisors New York	$11.9M	+$6.04M	6	0.16%	Increased
374	Ethic Inc New York	$11.8M	+$1.88M	5	0.2%	Increased
375	Yousif Capital Management Bloomfield Hills, Michigan	$11.6M	-$2.12M	9	0.12%	Reduced