← 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	T TOBAM Paris, France	$10.7M	-$9.14M	3	1.67%	Reduced
427	DnB Asset Management Oslo, Norway	$10.6M	+$363K	4	0.05%	Increased
428	GSCM Greenfield Seitz Capital Management Dallas, Texas	$10.6M	-$155K	1	3.93%	Reduced
429	Utah Retirement Systems Salt Lake City, Utah	$10.6M	-$220K	6	0.13%	Reduced
430	Hennessy Advisors Inc Novato, California	$10.6M	+$8.36M	2	0.4%	Increased
431	J. Safra Sarasin Holding	$10.6M	+$10.8M	6	0.19%	New
432	Gratus Capital Atlanta, Georgia	$10.6M	+$1.17M	2	0.42%	Increased
433	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$10.5M	$0	1	0.55%	Maintained
434	RB Rodgers Brothers Harmony, Pennsylvania	$10.5M	-$218K	3	1.43%	Reduced
435	Simplex Trading Chicago, Illinois	$10.4M	-$160K	8	0.01%	Reduced
436	Jump Financial Chicago, Illinois	$10.4M	+$6.11M	9	0.21%	Increased
437	Burney Company Reston, Virginia	$10.3M	+$7.88M	3	0.39%	Increased
438	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$10.2M	+$567K	2	0.42%	Increased
439	PP Paloma Partners Greenwich, Connecticut	$10.2M	+$10.2M	7	0.29%	Increased
440	Winton Group London, United Kingdom	$10.2M	+$4.36M	5	0.69%	Increased
441	MML Investors Services Springfield, Massachusetts	$10.2M	+$382K	9	0.04%	Increased
442	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$10.2M	-$151K	2	0.34%	Reduced
443	AlTi Global New York	$10.1M	-$1.82M	2	0.27%	Reduced
444	Brookstone Capital Management Wheaton, Illinois	$10.1M	-$152K	1	0.17%	Reduced
445	FVCM F&V Capital Management Boca Raton, Florida	$10.1M	+$509K	1	2.93%	Increased
446	XTX Topco George Town, Cayman Islands	$10M	+$6.9M	11	0.86%	Increased
447	Becker Capital Management Portland, Oregon	$9.96M	+$404K	1	0.34%	Increased
448	OPCM Osborne Partners Capital Management San Francisco, California	$9.9M	+$5.59M	1	0.59%	Increased
449	Clifford Swan Investment Counsel Pasadena, California	$9.73M	-$1.19M	3	0.36%	Reduced
450	Illinois Municipal Retirement Fund Oak Brook, Illinois	$9.72M	-$9.48M	9	0.15%	Reduced