← 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	Inspire Investing Meridian, Idaho	$11.5M	+$1.44M	8	1.17%	Increased
427	Illinois Municipal Retirement Fund Oak Brook, Illinois	$11.4M	+$277K	9	0.16%	Increased
428	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$11.4M	+$2.43M	11	0.21%	Increased
429	BGI BlueDrive Global Investors London, United Kingdom	$11.4M	$0	1	13.3%	Maintained
430	CIBC World Market Toronto, Ontario, Canada	$11.4M	+$5.18M	4	0.02%	Increased
431	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$11.3M	-$5.23M	4	0.2%	Reduced
432	CIBC Asset Management Toronto, Ontario, Canada	$11.3M	-$1.59M	7	0.04%	Reduced
433	PFM Patton Fund Management Dallas, Texas	$11.3M	+$5.28M	2	2.33%	Increased
434	Schonfeld Strategic Advisors New York	$11.1M	+$4.29M	8	0.07%	Increased
435	J. Safra Sarasin Holding	$11.1M	-$1.27M	5	0.19%	Reduced
436	Hantz Financial Services Southfield, Michigan	$11.1M	-$300K	4	0.2%	Reduced
437	Brookstone Capital Management Wheaton, Illinois	$11M	+$74K	1	0.16%	Increased
438	Mercer Global Advisors Denver, Colorado	$10.9M	+$3.01M	6	0.03%	Increased
439	Ethic Inc New York	$10.9M	-$1.56M	5	0.28%	Reduced
440	VanEck Associates New York	$10.9M	-$1.74M	5	0.01%	Reduced
441	HI Hendershot Investments Centreville, Virginia	$10.9M	+$52.3K	1	1.48%	Increased
442	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$10.9M	+$2.35M	1	0.76%	Increased
443	Zacks Investment Management Chicago, Illinois	$10.8M	-$7.76M	3	0.09%	Reduced
444	Wealthfront Advisers Palo Alto, California	$10.8M	-$1.42M	5	0.03%	Reduced
445	Brookfield Corp Toronto, Ontario, Canada	$10.7M	+$10.9M	1	0.06%	New
446	Daiwa Securities Group Tokyo, Japan	$10.6M	+$1.19M	6	0.05%	Increased
447	Graham Capital Management Rowayton, Connecticut	$10.6M	+$809K	6	0.18%	Increased
448	Impax Asset Management Group London, United Kingdom	$10.6M	-$1.74M	1	0.04%	Reduced
449	PE Point72 Europe London, United Kingdom	$10.5M	+$9.63M	1	0.67%	New
450	Prudential plc London, England, United Kingdom	$10.4M	-$3.14M	5	0.05%	Reduced