← 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	BL BFSG LLC Irvine, California	$10.9M	-$25.3K	4	1.22%	Reduced
402	New York Life Investment Management New York	$10.9M	-$71.3K	5	0.1%	Reduced
403	IPW Inlet Private Wealth Jupiter, Florida	$10.9M	+$8.7K	2	2.67%	Increased
404	Brinker Capital Investments Berwyn, Pennsylvania	$10.8M	-$1.43M	6	0.09%	Reduced
405	ClearBridge Investments New York	$10.7M	-$67.4K	3	0.01%	Reduced
406	IFM Investors Melbourne, Australia	$10.6M	-$182K	3	0.1%	Reduced
407	BBL Beck Bode LLC Dedham, Massachusetts	$10.6M	+$5.31M	2	1.79%	Increased
408	FVCM F&V Capital Management Boca Raton, Florida	$10.6M	-$19.9K	1	2.7%	Reduced
409	Vident Advisory Alpharetta, Georgia	$10.5M	-$324K	7	0.12%	Reduced
410	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$10.5M	-$5.04M	6	0.28%	Reduced
411	AIC AWM Investment Company New York	$10.4M	$0	1	1.17%	Maintained
412	DnB Asset Management Oslo, Norway	$10.4M	+$59.9K	3	0.04%	Increased
413	MML Investors Services Springfield, Massachusetts	$10.4M	+$1.71M	9	0.03%	Increased
414	Ethic Inc New York	$10.3M	-$923K	5	0.18%	Reduced
415	MFWM Motley Fool Wealth Management Alexandria, Virginia	$10.3M	+$1.7M	1	0.62%	Increased
416	Graham Capital Management Rowayton, Connecticut	$10.1M	+$7.22M	8	0.15%	Increased
417	IP Interval Partners New York	$10.1M	-$58.4M	1	0.17%	Reduced
418	Rubric Capital Management (New York) New York	$10.1M	-$565K	1	0.15%	Reduced
419	MGCM Mane Global Capital Management New York	$10M	+$11.6M	1	0.43%	New
420	Nantahala Capital Management New Canaan, Connecticut	$9.95M	+$6.38M	2	0.39%	Increased
421	Utah Retirement Systems Salt Lake City, Utah	$9.88M	-$139K	6	0.1%	Reduced
422	B. Metzler seel. Sohn & Co Frankfurt, Germany	$9.8M	+$1.66M	5	0.09%	Increased
423	HWM HFR Wealth Management Niskayuna, New York	$9.8M	+$228K	1	2.37%	Increased
424	Congress Wealth Management Boston, Massachusetts	$9.79M	-$8.07M	4	0.09%	Reduced
425	Wealth Enhancement Advisory Services Plymouth, Minnesota	$9.64M	-$2.73M	7	0.02%	Reduced