← 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	PC Pier Capital Stamford, Connecticut	$9.56M	+$7.97M	1	1.45%	New
452	Walleye Trading New York	$9.51M	+$1.93M	9	0.02%	Increased
453	Gateway Investment Advisers Cincinnati, Ohio	$9.48M	+$197K	4	0.12%	Increased
454	Cerity Partners New York	$9.46M	+$752K	13	0.02%	Increased
455	Luther King Capital Management (LKCM) Fort Worth, Texas	$9.4M	-$367K	2	0.05%	Reduced
456	DTL Dynamic Technology Lab Singapore	$9.37M	-$837K	6	0.86%	Reduced
457	Inspire Investing Meridian, Idaho	$9.35M	+$2.13M	7	1.19%	Increased
458	Gulf International Bank (UK) London, United Kingdom	$9.3M	-$2.64M	4	0.19%	Reduced
459	2L 22NW LP Seattle, Washington	$9.29M	$0	1	5.71%	Maintained
460	D.A. Davidson & Co Great Falls, Montana	$9.16M	+$435K	4	0.1%	Increased
461	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$9.14M	-$5.71M	1	1%	Reduced
462	BCA Bernzott Capital Advisors Camarillo, California	$9.1M	-$6.2M	1	1.88%	Reduced
463	TAIM Te Ahumairangi Investment Management Wellington, New Zealand	$9.08M	+$305K	1	1.3%	Increased
464	Maryland State Retirement & Pension System Baltimore, Maryland	$9.02M	-$136K	10	0.2%	Reduced
465	ABN AMRO Investment Solutions Paris Cedex 008,	$9.01M	+$8.89M	1	0.19%	New
466	KAM Knightsbridge Asset Management Newport Beach, California	$8.95M	-$353K	1	1.53%	Reduced
467	Hillsdale Investment Management Toronto, Ontario, Canada	$8.93M	+$1.33M	3	0.76%	Increased
468	Capital Fund Management (CFM) Paris, France	$8.83M	+$6.03M	2	0.04%	Increased
469	Old National Bancorp Evansville, Indiana	$8.76M	+$1.02M	3	0.27%	Increased
470	Element Capital Management New York	$8.74M	+$8.56M	4	0.66%	New
471	TD Waterhouse Canada Toronto, Ontario, Canada	$8.66M	+$216K	9	0.09%	Increased
472	IEFM IQ EQ Fund Management Dublin 2, Ireland	$8.63M	-$2.15M	1	1.65%	Reduced
473	Credit Agricole Montrouge Cedex, France	$8.48M	+$973K	3	0.17%	Increased
474	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$8.46M	+$695K	2	2.08%	Increased
475	Brown Advisory Baltimore, Maryland	$8.44M	-$28.5M	4	0.01%	Reduced