← 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	Mirae Asset Global Investments Seoul, South Korea	$6.09M	-$653K	6	0.04%	Reduced
427	QS Investors New York	$6.07M	-$4.4M	9	0.07%	Reduced
428	KC Kepos Capital New York	$6.06M	+$1.12M	2	0.6%	Increased
429	Ingalls & Snyder LLC New York	$6.05M	+$17.7K	1	0.3%	Increased
430	DnB Asset Management Oslo, Norway	$6.04M	+$72.2K	4	0.07%	Increased
431	Bridges Investment Management Omaha, Nebraska	$6M	-$31.4K	2	0.23%	Reduced
432	Zurich Insurance Group Zurich, Switzerland	$5.98M	+$2.76M	2	0.11%	Increased
433	IFP Advisors Tampa, Florida	$5.98M	+$5.65M	9	0.4%	New
434	ETrade Capital Management Arlington, Virginia	$5.93M	+$3.8M	4	0.15%	Increased
435	RHFI Reilly Herbert Faulkner III	$5.85M	+$46.8K	1	2.46%	Increased
436	GIPM G2 Investment Partners Management New York	$5.84M	-$1.69M	1	1.66%	Reduced
437	MCIM Meadow Creek Investment Management Atlanta, Georgia	$5.83M	-$2.92M	6	0.11%	Reduced
438	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$5.82M	+$1.07M	2	0.91%	Increased
439	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$5.81M	+$5.81M	1	1.51%	New
440	RCC Red Cedar Capital Omaha, Nebraska	$5.8M	+$725K	2	4.77%	Increased
441	Engineers Gate Manager New York	$5.78M	-$2.48M	4	0.29%	Reduced
442	ET Equitable Trust Nashville, Tennessee	$5.76M	-$26.1K	2	0.61%	Reduced
443	CCP Clough Capital Partners Boston, Massachusetts	$5.68M	+$4.38M	1	0.47%	New
444	PIM Platinum Investment Management Sydney Australia 2000, Australia	$5.65M	+$4.22M	1	0.13%	New
445	Prudential plc London, England, United Kingdom	$5.62M	-$27.4M	2	0.02%	Reduced
446	Janney Montgomery Scott Philadelphia, Pennsylvania	$5.59M	-$1.69M	5	0.04%	Reduced
447	LSA L & S Advisors Los Angeles, California	$5.59M	+$5.24M	1	0.78%	New
448	Creative Planning Overland Park, Kansas	$5.57M	-$258K	6	0.02%	Reduced
449	Cambridge Investment Research Advisors Fairfield, Iowa	$5.49M	+$267K	6	0.05%	Increased
450	PGM Parian Global Management Pound Ridge, New York	$5.48M	+$5.69M	1	2.49%	New