← 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	AI Atom Investors Austin, Texas	$9.93M	+$1.37M	4	0.79%	Increased
402	BDL Banque de Luxembourg Luxembourg	$9.92M	-$6.5K	2	4.22%	Reduced
403	Xponance Philadelphia, Pennsylvania	$9.91M	+$1.52M	6	0.07%	Increased
404	Empowered Funds Havertown, Pennsylvania	$9.89M	-$8.18M	6	0.17%	Reduced
405	TCM Tributary Capital Management Omaha, Nebraska	$9.67M	+$940K	1	0.95%	Increased
406	Yousif Capital Management Bloomfield Hills, Michigan	$9.4M	-$1.13M	8	0.1%	Reduced
407	Graham Capital Management Rowayton, Connecticut	$9.35M	+$6.04M	8	0.22%	Increased
408	New York Life Investment Management New York	$9.32M	-$698K	4	0.08%	Reduced
409	Commonwealth Equity Services Waltham, Massachusetts	$9.32M	-$247K	10	0.01%	Reduced
410	State of Alaska Department of Revenue Juneau, Alaska	$9.3M	-$2.82M	10	0.1%	Reduced
411	Daiwa Securities Group Tokyo, Japan	$9.29M	+$404K	4	0.03%	Increased
412	CGH Contrarius Group Holdings Hamilton, Bermuda	$9.25M	-$1.67M	1	0.45%	Reduced
413	Zurich Cantonal Bank Zurich, Switzerland	$9.14M	-$23.2M	9	0.02%	Reduced
414	CIBC World Market Toronto, Ontario, Canada	$9.05M	-$2.03M	3	0.01%	Reduced
415	Mirae Asset Global Investments Seoul, South Korea	$9.02M	+$225K	4	0.03%	Increased
416	Summit Trail Advisors New York	$8.96M	-$1.4M	6	0.15%	Reduced
417	Riverbridge Partners Minneapolis, Minnesota	$8.96M	-$618K	1	0.17%	Reduced
418	GD Grandfield & Dodd New York	$8.94M	+$2.62M	1	0.51%	Increased
419	MG Magnolia Group Omaha, Nebraska	$8.9M	+$12.5M	1	1.47%	New
420	Dakota Wealth Management Palm Beach Gardens, Florida	$8.78M	+$1.83M	2	0.16%	Increased
421	Moore Capital Management New York	$8.72M	+$2.51M	2	0.13%	Increased
422	AIC AWM Investment Company New York	$8.64M	$0	1	0.83%	Maintained
423	Oversea-Chinese Banking Corp (OCBC) Singapore	$8.64M	-$1.99M	1	0.23%	Reduced
424	Hennessy Advisors Inc Novato, California	$8.61M	-$284K	2	0.31%	Reduced
425	Exchange Traded Concepts Oklahoma City, Oklahoma	$8.54M	+$316K	9	0.07%	Increased