← 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	$12.9M	+$60.4K	3	0.18%	Increased
377	OP Asset Management Helsinki,	$12.7M	-$105K	4	0.19%	Reduced
378	Oppenheimer Asset Management New York	$12.6M	+$5.06M	8	0.14%	Increased
379	Illinois Municipal Retirement Fund Oak Brook, Illinois	$12.6M	+$2.98M	9	0.17%	Increased
380	ABN AMRO Bank Amsterdam, Netherlands	$12.4M	-$34.1K	3	0.16%	Reduced
381	HI Hendershot Investments Centreville, Virginia	$12.3M	+$225K	1	1.65%	Increased
382	GF Goodman Financial Houston, Texas	$12.2M	+$441K	1	2.46%	Increased
383	Crossmark Global Holdings Houston, Texas	$12.2M	-$1.29M	7	0.2%	Reduced
384	1832 Asset Management Toronto, Ontario, Canada	$12.2M	+$4.37M	3	0.01%	Increased
385	Fjarde Ap-fonden Stockholm, Sweden	$12.2M	+$1.85M	3	0.11%	Increased
386	Fisher Asset Management Camas, Washington	$12.1M	+$75.1K	1	0%	Increased
387	GGHC Gilder Gagnon Howe & Co New York	$11.9M	-$49.5M	1	0.13%	Reduced
388	Guggenheim Capital Chicago, Illinois	$11.9M	-$1.31M	9	0.09%	Reduced
389	RCW Rheos Capital Works Tokyo, Japan	$11.6M	$0	2	0.67%	Maintained
390	CIBC World Market Toronto, Ontario, Canada	$11.6M	+$1.1M	2	0.02%	Increased
391	Daiwa Securities Group Tokyo, Japan	$11.5M	+$320K	6	0.04%	Increased
392	Advisors Asset Management Monument, Colorado	$11.5M	+$1.43M	9	0.21%	Increased
393	Hennessy Advisors Inc Novato, California	$11.5M	+$717K	1	0.38%	Increased
394	Ossiam Paris, France	$11.4M	-$4.97M	5	0.13%	Reduced
395	Xponance Philadelphia, Pennsylvania	$11.4M	-$1.24M	6	0.09%	Reduced
396	VWM Valley Wealth Managers Paramus, New Jersey	$11.3M	-$2.04M	1	0.81%	Reduced
397	TCM Tributary Capital Management Omaha, Nebraska	$11.3M	+$566K	2	1%	Increased
398	Oversea-Chinese Banking Corp (OCBC) Singapore	$11.2M	-$2.66M	1	0.31%	Reduced
399	Trillium Asset Management Boston, Massachusetts	$11.1M	-$355K	1	0.3%	Reduced
400	ORI Oak Ridge Investments Chicago, Illinois	$11.1M	-$29.3K	2	0.8%	Reduced