← 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
401	SC Stolper & Co Tulsa, Oklahoma	$7.75M	-$426K	1	2%	Reduced
402	Maverick Capital Dallas, Texas	$7.74M	+$5.25M	3	0.07%	Increased
403	SG Sienna Gestion Paris, France	$7.71M	-$784K	1	0.45%	Reduced
404	MML Investors Services Springfield, Massachusetts	$7.68M	+$1.28M	8	0.02%	Increased
405	New York Life Investment Management New York	$7.67M	-$701K	3	0.05%	Reduced
406	&Partners Nashville, Tennessee	$7.66M	+$783K	7	0.03%	Increased
407	Crossmark Global Holdings Houston, Texas	$7.65M	-$1.37M	5	0.1%	Reduced
408	Eurizon Capital SGR SpA Milan,	$7.62M	-$43.4M	6	0.02%	Reduced
409	Employees Retirement System of Texas Austin, Texas	$7.51M	-$60K	2	0.06%	Reduced
410	LTAS Linden Thomas Advisory Services Charlotte, North Carolina	$7.49M	-$30.2K	2	0.6%	Reduced
411	CCM Carronade Capital Management Darien, Connecticut	$7.47M	+$145K	1	0.13%	Increased
412	ACB Aristotle Capital Boston Boston, Massachusetts	$7.47M	-$1.57M	1	0.5%	Reduced
413	Retirement Systems of Alabama Montgomery, Alabama	$7.44M	-$14.3M	2	0.02%	Reduced
414	ALPS Advisors Denver, Colorado	$7.39M	+$714K	4	0.03%	Increased
415	6CM 683 Capital Management New York	$7.37M	+$4.36M	2	0.36%	Increased
416	Frontier Capital Management Boston, Massachusetts	$7.36M	-$15M	1	0.07%	Reduced
417	Xponance Philadelphia, Pennsylvania	$7.33M	-$1.51M	5	0.04%	Reduced
418	Fideuram Asset Management (Ireland) Dublin 1,	$7.31M	+$8.19M	2	0.14%	New
419	Bessemer Group Woodbridge, New Jersey	$7.28M	-$283K	11	0.01%	Reduced
420	Envestnet Portfolio Solutions Chicago, Illinois	$7.23M	+$467K	4	0.03%	Increased
421	XC XY Capital Central, Hong Kong	$7.17M	+$7.62M	1	6.91%	New
422	First Citizens Bank & Trust Raleigh, North Carolina	$7.13M	+$658K	2	0.11%	Increased
423	QRG Capital Management Chicago, Illinois	$7.12M	+$426K	3	0.06%	Increased
424	ClearBridge Investments New York	$7.06M	-$771K	1	0.01%	Reduced
425	USS Investment Management London, United Kingdom	$7.05M	+$45.2K	1	0.03%	Increased