← 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
426	Elo Mutual Pension Insurance Espoo, Finland	$7.01M	+$2.01M	2	0.09%	Increased
427	TCM Telos Capital Management San Diego, California	$6.98M	+$415	1	0.61%	Increased
428	DnB Asset Management Oslo, Norway	$6.98M	-$318K	4	0.02%	Reduced
429	SIS Sound Income Strategies Ft Lauderdale, Florida	$6.94M	+$1.09M	1	0.31%	Increased
430	RB Rodgers Brothers Harmony, Pennsylvania	$6.93M	-$205K	2	0.67%	Reduced
431	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$6.92M	+$721K	10	0.02%	Increased
432	CFIA Cantor Fitzgerald Investment Advisors New York	$6.9M	+$100K	1	0.47%	Increased
433	GJL Gendell Jeffrey L	$6.89M	+$7.15M	1	0.06%	New
434	Arax Advisory Partners Denver, Colorado	$6.88M	+$6.33M	18	0.05%	Increased
435	NEOS Investment Management Westport, Connecticut	$6.84M	+$742K	3	0.03%	Increased
436	Jain Global New York	$6.84M	+$3.68M	12	0.03%	Increased
437	Tower Research Capital (TRC) New York	$6.8M	+$2.63M	19	0.17%	Increased
438	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$6.78M	-$7.02M	1	0.03%	Reduced
439	Bahl & Gaynor Cincinnati, Ohio	$6.73M	-$26.9K	1	0.03%	Reduced
440	Oversea-Chinese Banking Corp (OCBC) Singapore	$6.72M	-$190K	1	0.14%	Reduced
441	CP CenterBook Partners Greenwich, Connecticut	$6.7M	+$4.62M	3	0.33%	Increased
442	FNT First Nebraska Trust Lincoln, Nebraska	$6.62M	+$84.2K	2	0.53%	Increased
443	IFM Investors Melbourne, Australia	$6.6M	+$744K	1	0.04%	Increased
444	Schonfeld Strategic Advisors New York	$6.51M	-$16.2M	12	0.02%	Reduced
445	AssetMark Inc Concord, California	$6.51M	+$1.48M	11	0.01%	Increased
446	MHP Manatuck Hill Partners Westport, Connecticut	$6.49M	-$639K	2	2.15%	Reduced
447	PPW Parcion Private Wealth Bellevue, Washington	$6.47M	+$375K	3	0.36%	Increased
448	GCP GSA Capital Partners London, United Kingdom	$6.46M	+$128K	8	0.41%	Increased
449	PHP Parkman Healthcare Partners Stamford, Connecticut	$6.43M	+$6.84M	1	0.66%	New
450	PensionDanmark Copenhagen O, Denmark	$6.33M	+$154K	2	0.05%	Increased