← 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	New York Life Investment Management New York	$11.5M	+$599K	5	0.1%	Increased
377	Weiss Asset Management Boston, Massachusetts	$11.5M	+$12.3M	5	0.13%	Increased
378	QOP Quinn Opportunity Partners Charlottesville, Virginia	$11.4M	+$4.27M	5	0.81%	Increased
379	WCM Investment Management Laguna Beach, California	$11.2M	+$2.76M	2	0.02%	Increased
380	1832 Asset Management Toronto, Ontario, Canada	$11M	-$1.77M	2	0.01%	Reduced
381	Illinois Municipal Retirement Fund Oak Brook, Illinois	$11M	+$366K	6	0.14%	Increased
382	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$10.9M	-$5.41M	2	0.55%	Reduced
383	Engineers Gate Manager New York	$10.9M	-$11.1M	9	0.13%	Reduced
384	DIA Davidson Investment Advisors Great Falls, Montana	$10.8M	-$909K	1	0.46%	Reduced
385	M&G plc London, United Kingdom	$10.7M	+$9.32M	1	0.06%	Increased
386	ClearBridge Investments New York	$10.6M	+$290K	2	0.01%	Increased
387	AI Atom Investors Austin, Texas	$10.6M	+$6.89M	5	0.8%	Increased
388	Commonwealth Equity Services Waltham, Massachusetts	$10.6M	-$2.7M	8	0.01%	Reduced
389	CGH Contrarius Group Holdings Hamilton, Bermuda	$10.3M	+$12.9M	1	0.47%	New
390	TCM Tributary Capital Management Omaha, Nebraska	$10.3M	-$678K	1	0.93%	Reduced
391	EP Edgestream Partners Princeton, New Jersey	$10.3M	-$2.48M	4	0.3%	Reduced
392	Mirae Asset Global Investments Seoul, South Korea	$10.2M	+$2.16M	4	0.03%	Increased
393	Daiwa Securities Group Tokyo, Japan	$10.2M	-$1.64M	5	0.03%	Reduced
394	Armistice Capital New York	$10.2M	+$12.3M	2	0.15%	Increased
395	Xponance Philadelphia, Pennsylvania	$10.1M	-$1.02M	6	0.08%	Reduced
396	Vestal Point Capital New York	$10M	+$13.7M	1	0.45%	New
397	Brinker Capital Investments Berwyn, Pennsylvania	$10M	-$1.31M	6	0.08%	Reduced
398	Fjarde Ap-fonden Stockholm, Sweden	$9.95M	-$2.64M	2	0.09%	Reduced
399	GD Grandfield & Dodd New York	$9.81M	+$2.24M	1	0.56%	Increased
400	IMC Chicago Chicago, Illinois	$9.8M	+$476K	5	0%	Increased