← 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	Stephens Inc Little Rock, Arkansas	$14.8M	+$2.48M	3	0.21%	Increased
377	Quantbot Technologies New York	$14.7M	+$6.55M	7	0.58%	Increased
378	CIBC World Markets New York	$14.7M	-$67.2K	4	0.11%	Reduced
379	AlTi Global New York	$14.7M	+$3.71M	2	0.35%	Increased
380	KTA Keeley-Teton Advisors Chicago, Illinois	$14.6M	+$2.21M	4	1.61%	Increased
381	O'Shaughnessy Asset Management Stamford, Connecticut	$14.4M	+$2.43M	7	0.13%	Increased
382	Addenda Capital Montreal, Quebec, Canada	$14.4M	-$4.92K	1	0.51%	Reduced
383	GF Goodman Financial Houston, Texas	$14.3M	+$14.6M	1	3.2%	New
384	ORI Oak Ridge Investments Chicago, Illinois	$14.3M	+$356K	2	1.25%	Increased
385	LMR Partners London, United Kingdom	$14.3M	+$5.14M	3	0.11%	Increased
386	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$14.3M	+$1.13M	2	0.53%	Increased
387	CCM Cinctive Capital Management New York	$14.2M	+$12.3M	4	0.78%	Increased
388	WC Whitney & Co Rochester, New York	$14M	+$248K	1	1.5%	Increased
389	RB Rodgers Brothers Harmony, Pennsylvania	$14M	+$3.26M	3	1.78%	Increased
390	Thornburg Investment Management Santa Fe, New Mexico	$14M	-$769K	2	0.18%	Reduced
391	Czech National Bank Prague, Czech Republic	$13.9M	+$679K	4	0.14%	Increased
392	Moran Wealth Management Naples, Florida	$13.9M	+$9.31M	2	0.43%	Increased
393	FP Foundry Partners Minneapolis, Minnesota	$13.7M	+$8.08M	2	0.68%	Increased
394	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$13.3M	+$308K	2	0.4%	Increased
395	AE Wealth Management Topeka, Kansas	$13.2M	+$679K	2	0.12%	Increased
396	BCM Bayesian Capital Management Brooklyn, New York	$13.2M	+$8.78M	5	1.55%	Increased
397	Burney Company Reston, Virginia	$13.2M	+$1.93M	3	0.47%	Increased
398	PP Paloma Partners Greenwich, Connecticut	$13.2M	+$2.68M	4	0.37%	Increased
399	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$13.2M	-$294K	1	1.08%	Reduced
400	First Pacific Advisors El Segundo, California	$13.1M	-$21.1K	1	0.18%	Reduced