← 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	GSCM Greenfield Seitz Capital Management Dallas, Texas	$13.1M	-$428K	1	4.79%	Reduced
402	DnB Asset Management Oslo, Norway	$13M	+$1.03M	4	0.06%	Increased
403	ProShare Advisors Bethesda, Maryland	$13M	-$1M	13	0.03%	Reduced
404	Mairs & Power Inc St Paul, Minnesota	$12.9M	-$462K	1	0.12%	Reduced
405	Oberweis Asset Management Lisle, Illinois	$12.9M	+$11.4M	2	0.66%	Increased
406	Hennessy Advisors Inc Novato, California	$12.8M	+$1.1M	2	0.41%	Increased
407	New York Life Investment Management New York	$12.8M	-$1.04M	5	0.12%	Reduced
408	Brinker Capital Investments Berwyn, Pennsylvania	$12.8M	-$1.48M	6	0.13%	Reduced
409	Orion Portfolio Solutions Omaha, Nebraska	$12.8M	-$1.48M	6	0.13%	Reduced
410	Trillium Asset Management Boston, Massachusetts	$12.8M	-$328K	1	0.31%	Reduced
411	IPW Inlet Private Wealth Jupiter, Florida	$12.5M	+$147K	2	3.17%	Increased
412	Vanguard Personalized Indexing Management Oakland, California	$12.4M	+$1,000K	9	0.2%	Increased
413	Centiva Capital New York	$12.3M	+$3.18M	10	0.24%	Increased
414	ABN AMRO Bank Amsterdam, Netherlands	$12.3M	+$16.7K	3	0.17%	Increased
415	Swiss Life Asset Management Zurich,	$12.2M	-$1.19M	4	0.14%	Reduced
416	D.A. Davidson & Co Great Falls, Montana	$12.2M	+$633K	5	0.1%	Increased
417	Utah Retirement Systems Salt Lake City, Utah	$12.1M	$0	6	0.14%	Maintained
418	Huntington National Bank Columbus, Ohio	$11.9M	+$37.8K	16	0.09%	Increased
419	Walleye Trading New York	$11.9M	+$4.75M	4	0.03%	Increased
420	SCM Scopia Capital Management New York	$11.8M	+$678K	1	2.44%	Increased
421	APG Asset Management Amsterdam, Netherlands	$11.8M	-$405M	2	0.08%	Reduced
422	Luther King Capital Management (LKCM) Fort Worth, Texas	$11.7M	-$19.7K	3	0.05%	Reduced
423	Kingsview Wealth Management Grants Pass, Oregon	$11.6M	-$942K	1	0.24%	Reduced
424	British Columbia Investment Management Victoria, British Columbia, Canada	$11.6M	-$1.64M	4	0.07%	Reduced
425	SG Americas Securities New York	$11.5M	-$8.23M	17	0.04%	Reduced