← 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	Advisors Capital Management Ridgewood, New Jersey	$9.88M	+$679K	1	0.27%	Increased
427	Copeland Capital Management Conshohocken, Pennsylvania	$9.81M	+$9.03M	2	0.27%	Increased
428	TAMH Taikang Asset Management (HK) Hong Kong	$9.78M	+$4.84M	1	1.66%	Increased
429	Gulf International Bank (UK) London, United Kingdom	$9.73M	+$35.8K	3	0.15%	Increased
430	OAM Ophir Asset Management Sydney, Australia	$9.68M	-$1.95M	1	1.49%	Reduced
431	CPO Cerity Partners OCIO New York	$9.63M	+$5.44M	2	0.29%	Increased
432	MSL Mackay Shields LLC New York	$9.63M	-$425K	4	0.08%	Reduced
433	Calamos Advisors Naperville, Illinois	$9.58M	-$1.19M	2	0.04%	Reduced
434	Summit Partners Public Asset Management Boston, Massachusetts	$9.55M	+$8.5M	1	0.34%	New
435	ICM Invenomic Capital Management Boston, Massachusetts	$9.53M	+$10.8M	3	1.02%	Increased
436	SAM Scopus Asset Management New York	$9.52M	-$19.8M	1	0.24%	Reduced
437	IFM Investors Melbourne, Australia	$9.42M	+$1.32M	3	0.15%	Increased
438	Commerce Bank Kansas City, Missouri	$9.32M	+$1.73M	4	0.06%	Increased
439	GS Gagnon Securities New York	$9.26M	-$25.3K	1	1.51%	Reduced
440	Creative Planning Overland Park, Kansas	$9.25M	+$3.09M	6	0.01%	Increased
441	Patient Capital Management Baltimore, Maryland	$9.23M	+$142K	2	3.13%	Increased
442	CC Carlson Capital Dallas, Texas	$9.23M	+$10M	1	0.63%	New
443	Miller Howard Investments Kingston, New York	$9.2M	$0	1	0.32%	Maintained
444	Xponance Philadelphia, Pennsylvania	$9.15M	+$471K	6	0.15%	Increased
445	Bragg Financial Advisors Charlotte, North Carolina	$9.14M	+$49.6K	1	0.53%	Increased
446	Maryland State Retirement & Pension System Baltimore, Maryland	$9.11M	+$1.45M	10	0.25%	Increased
447	TAIM Te Ahumairangi Investment Management Wellington, New Zealand	$9.02M	+$2.04M	1	1.23%	Increased
448	SCM Stormborn Capital Management Greenwich, Connecticut	$8.95M	+$5.96M	1	3.7%	Increased
449	Verition Fund Management Greenwich, Connecticut	$8.85M	+$2.29M	7	0.11%	Increased
450	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$8.83M	-$677K	1	2.84%	Reduced