← 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
376	Gradient Investments Arden Hills, Minnesota	$8.96M	+$705K	3	0.49%	Increased
377	TIA Tandem Investment Advisors Charleston, South Carolina	$8.91M	+$880K	1	2.9%	Increased
378	Xact Kapitalforvaltning Stockholm, Sweden	$8.89M	+$1.92M	8	0.2%	Increased
379	HCMNY Howard Capital Management (New York) New York	$8.85M	+$326K	1	1.29%	Increased
380	WEO William E. Oberndorf	$8.84M	-$8.91M	1	8.2%	Reduced
381	SAM Shell Asset Management The Hague, Netherlands	$8.6M	+$555K	4	0.17%	Increased
382	CG Clinton Group New York	$8.57M	+$8.36M	2	0.92%	Increased
383	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$8.47M	+$90.4K	3	3.16%	Increased
384	D.A. Davidson & Co Great Falls, Montana	$8.39M	-$140K	4	0.17%	Reduced
385	NONA Ninety One North America New York	$8.14M	+$9.07M	1	0.62%	New
386	ZDA Zweig-DiMenna Associates New York	$8.12M	+$8.17M	1	0.72%	New
387	WCF West Coast Financial Santa Barbara, California	$8.08M	+$26K	1	2.31%	Increased
388	Barings Charlotte, North Carolina	$8.06M	+$177K	5	0.12%	Increased
389	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$8.06M	-$26.3K	8	0.1%	Reduced
390	Group One Trading Chicago, Illinois	$7.99M	-$2.06M	5	0.08%	Reduced
391	Virginia Retirement Systems Richmond, Virginia	$7.97M	+$3.74M	3	0.1%	Increased
392	CA Continental Advisors Park City, Utah	$7.97M	+$2.09M	1	2.02%	Increased
393	CI CPMG Inc Dallas, Texas	$7.97M	$0	1	0.89%	Maintained
394	Treasurer of the State of North Carolina Raleigh, North Carolina	$7.91M	+$7.96M	5	0.21%	New
395	CIBC World Markets New York	$7.88M	-$1.1M	3	0.08%	Reduced
396	Truist Financial Charlotte, North Carolina	$7.82M	-$1.24M	2	0.15%	Reduced
397	Oppenheimer Asset Management New York	$7.7M	+$1.49M	3	0.19%	Increased
398	Axa Paris, France	$7.61M	-$4.04M	3	0.03%	Reduced
399	Ferguson Wellman Capital Management Portland, Oregon	$7.6M	+$177K	2	0.27%	Increased
400	WEC White Elm Capital Greenwich, Connecticut	$7.56M	+$7.35M	1	1.66%	New