← 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	Natixis Paris, France	$8.01M	-$5.01M	6	0.04%	Reduced
452	CAPTRUST Financial Advisors Raleigh, North Carolina	$7.92M	+$2.13M	6	0.05%	Increased
453	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$7.9M	+$101K	2	2.05%	Increased
454	Maple Rock Capital Partners Toronto, Ontario, Canada	$7.87M	+$9.8M	1	0.38%	New
455	IEFM IQ EQ Fund Management Dublin 2, Ireland	$7.87M	+$7.95M	1	1.77%	New
456	Nomura Holdings Tokyo, Japan	$7.87M	+$4.38M	3	0.03%	Increased
457	GFG Greystone Financial Group Bloomfield Hills, Michigan	$7.71M	-$472K	1	2.62%	Reduced
458	TC TwinBeech Capital Purchase, New York	$7.69M	+$6.74M	5	0.2%	Increased
459	Walleye Trading New York	$7.66M	+$3.42M	6	0.02%	Increased
460	WCF West Coast Financial Santa Barbara, California	$7.51M	+$82.4K	1	1.38%	Increased
461	RC Rovin Capital Mesa, Arizona	$7.49M	$0	1	4.29%	Maintained
462	IFP Advisors Tampa, Florida	$7.46M	+$92.7K	18	0.19%	Increased
463	Employees Retirement System of Texas Austin, Texas	$7.45M	-$7.18M	1	0.11%	Reduced
464	SAM Sectoral Asset Management Montreal, Quebec, Canada	$7.41M	-$1.98M	1	1.46%	Reduced
465	Walleye Capital New York	$7.41M	+$4.04M	6	0.14%	Increased
466	D.A. Davidson & Co Great Falls, Montana	$7.39M	+$539K	5	0.1%	Increased
467	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$7.38M	+$2.76M	3	0.04%	Increased
468	Czech National Bank Prague, Czech Republic	$7.36M	+$7.66M	4	0.21%	New
469	GA Gagnon Advisors New York	$7.33M	$0	1	4.74%	Maintained
470	Gotham Asset Management New York	$7.31M	+$1.85M	6	0.22%	Increased
471	TTWM TCV Trust & Wealth Management Richmond, Virginia	$7.29M	+$228K	1	0.93%	Increased
472	Thompson Siegel & Walmsley Richmond, Virginia	$7.28M	+$679K	3	0.13%	Increased
473	CC Carlson Capital Dallas, Texas	$7.22M	+$2.16M	1	0.54%	Increased
474	KIC Keating Investment Counselors Delray Beach, Florida	$7.19M	+$27K	1	3.22%	Increased
475	Carmignac Gestion Paris, France	$7.15M	+$1.75M	1	0.15%	Increased