← 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	New York Life Investment Management New York	$11.3M	+$10.9K	7	0.14%	Increased
402	Wealthfront Advisers Palo Alto, California	$11.3M	+$3.18M	4	0.06%	Increased
403	SCM Stormborn Capital Management Greenwich, Connecticut	$11.3M	+$1.42M	1	4.86%	Increased
404	Utah Retirement Systems Salt Lake City, Utah	$11.2M	+$56.3K	4	0.19%	Increased
405	AP AlpInvest Partners Amsterdam, Netherlands	$11.2M	$0	1	3.24%	Maintained
406	Acadian Asset Management Boston, Massachusetts	$11.2M	-$9.05M	7	0.06%	Reduced
407	Första AP-fonden Stockholm, Sweden	$11.1M	-$5.21M	3	0.14%	Reduced
408	Bessemer Group Woodbridge, New Jersey	$11.1M	-$333K	12	0.03%	Reduced
409	Bridgeway Capital Management Houston, Texas	$11.1M	+$4.43M	4	0.3%	Increased
410	Fjarde Ap-fonden Stockholm, Sweden	$11M	$0	3	0.14%	Maintained
411	KHCM Kettle Hill Capital Management New York	$11M	+$11.5M	1	2.59%	New
412	Mariner Overland Park, Kansas	$10.9M	+$5.14M	9	0.04%	Increased
413	Castleark Management Chicago, Illinois	$10.9M	+$998K	2	0.61%	Increased
414	SG Americas Securities New York	$10.8M	-$3.27M	17	0.13%	Reduced
415	NHAS Novo Holdings A/S Hellerup, Denmark	$10.8M	+$904K	1	0.52%	Increased
416	Gateway Investment Advisers Cincinnati, Ohio	$10.8M	-$75K	4	0.13%	Reduced
417	CIBC World Market Toronto, Ontario, Canada	$10.6M	+$2.03M	4	0.04%	Increased
418	VCM VeriStar Capital Management New York	$10.3M	+$284K	1	11.49%	Increased
419	Creative Planning Overland Park, Kansas	$10.2M	+$561K	7	0.02%	Increased
420	FVCM F&V Capital Management Boca Raton, Florida	$10.2M	+$66.9K	1	3.92%	Increased
421	ACM Archon Capital Management Seattle, Washington	$10.2M	+$4.92M	1	1.8%	Increased
422	Winton Group London, United Kingdom	$10.1M	+$2.61M	9	0.66%	Increased
423	KTA Keeley-Teton Advisors Chicago, Illinois	$9.98M	+$54.6K	3	1.37%	Increased
424	CCM Chimera Capital Management New York	$9.96M	+$12.2M	2	2.77%	Increased
425	SteelPeak Wealth Woodland Hills, California	$9.95M	+$12.4M	1	0.74%	New