← 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	ProShare Advisors Bethesda, Maryland	$13.1M	+$522K	13	0.03%	Increased
377	Meyer Handelman Company Rye Brook, New York	$13.1M	-$2.39M	3	0.46%	Reduced
378	Brinker Capital Investments Berwyn, Pennsylvania	$13.1M	-$77.5K	6	0.13%	Reduced
379	Orion Portfolio Solutions Omaha, Nebraska	$13.1M	-$77.5K	6	0.13%	Reduced
380	Prudential plc London, England, United Kingdom	$13M	+$7.64M	2	0.07%	Increased
381	EHI Eagle Health Investments Greenwich, Connecticut	$12.9M	-$10M	1	3.36%	Reduced
382	C WorldWide Group Copenhagen, Denmark	$12.9M	$0	1	0.16%	Maintained
383	CIBC World Markets New York	$12.9M	-$1.42M	12	0.1%	Reduced
384	AE Wealth Management Topeka, Kansas	$12.7M	+$768K	2	0.11%	Increased
385	NAAA New Age Alpha Advisors Rye, New York	$12.6M	-$1.32M	6	0.56%	Reduced
386	Xponance Philadelphia, Pennsylvania	$12.6M	-$402K	6	0.12%	Reduced
387	Cresset Asset Management Chicago, Illinois	$12.6M	-$797K	6	0.06%	Reduced
388	IPW Inlet Private Wealth Jupiter, Florida	$12.6M	-$965	2	3.26%	Reduced
389	TLP Tri Locum Partners New York	$12.6M	-$13M	1	6.44%	Reduced
390	Brookstone Capital Management Wheaton, Illinois	$12.5M	+$1.76M	2	0.18%	Increased
391	South Dakota Investment Council Sioux Falls, South Dakota	$12.3M	+$2.95M	4	0.25%	Increased
392	Advisors Asset Management Monument, Colorado	$12.2M	+$2.22M	7	0.23%	Increased
393	ClearBridge Investments New York	$12.2M	-$79.6M	3	0.01%	Reduced
394	Pacer Advisors Malvern, Pennsylvania	$12.2M	-$407M	6	0.03%	Reduced
395	Ethic Inc New York	$12.2M	-$2.31M	6	0.25%	Reduced
396	GF Goodman Financial Houston, Texas	$12.1M	+$478K	1	2.62%	Increased
397	SP Solel Partners Boston, Massachusetts	$12.1M	+$1.69M	1	2.25%	Increased
398	Oversea-Chinese Banking Corp (OCBC) Singapore	$12.1M	+$863K	1	0.34%	Increased
399	Todd Asset Management Louisville, Kentucky	$12M	+$11.5M	1	0.28%	New
400	Addenda Capital Montreal, Quebec, Canada	$12M	-$176K	1	0.44%	Reduced