← 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
451	TNA True North Advisors Dallas, Texas	$6.82M	$0	1	1.75%	Maintained
452	Manning & Napier Group Fairport, New York	$6.78M	+$210K	1	0.06%	Increased
453	RHFI Reilly Herbert Faulkner III	$6.78M	+$269K	1	2.23%	Increased
454	MLM Mount Lucas Management Newtown, Pennsylvania	$6.77M	+$6.26M	2	1.43%	New
455	IFM Investors Melbourne, Australia	$6.75M	+$911K	4	0.21%	Increased
456	CF CNA Financial Chicago, Illinois	$6.7M	-$6.96M	3	2.1%	Reduced
457	RCC Red Cedar Capital Omaha, Nebraska	$6.68M	-$87.9K	2	4.88%	Reduced
458	Cambiar Investors Denver, Colorado	$6.66M	+$10.6K	1	0.26%	Increased
459	Xponance Philadelphia, Pennsylvania	$6.64M	-$2.27M	4	0.14%	Reduced
460	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.53M	+$834K	7	0.19%	Increased
461	CT Coastline Trust Providence, Rhode Island	$6.42M	-$22.2K	2	0.85%	Reduced
462	Wealth Enhancement Advisory Services Plymouth, Minnesota	$6.37M	+$2.31M	1	0.14%	Increased
463	Curi RMB Capital Chicago, Illinois	$6.3M	-$3.76M	2	0.23%	Reduced
464	SAM Securian Asset Management St Paul, Minnesota	$6.3M	-$185K	6	0.14%	Reduced
465	OAM Optimal Asset Management Los Altos, California	$6.21M	-$8.25K	3	0.88%	Reduced
466	CI Investments Inc Toronto, Ontario, Canada	$6.03M	+$2.92M	5	0.03%	Increased
467	AGAM Avalon Global Asset Management San Francisco, California	$6M	$0	1	1.68%	Maintained
468	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$5.99M	-$122K	1	0.68%	Reduced
469	PointState Capital New York	$5.97M	+$5.18M	1	0.11%	New
470	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$5.96M	+$3.76M	4	0.14%	Increased
471	CCM Chickasaw Capital Management Memphis, Tennessee	$5.92M	-$177K	1	0.33%	Reduced
472	Wealthfront Advisers Palo Alto, California	$5.83M	+$31.7K	4	0.04%	Increased
473	Sowell Financial Services North Little Rock, Arkansas	$5.79M	-$1.44M	10	0.25%	Reduced
474	BCM Birch Capital Management Dallas, Texas	$5.63M	$0	1	4.3%	Maintained
475	AG AlphaSimPlex Group Boston, Massachusetts	$5.63M	+$797K	5	1.97%	Increased