← 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	Maryland State Retirement & Pension System Baltimore, Maryland	$9.49M	+$439K	11	0.2%	Increased
452	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$9.43M	-$1.03M	4	0.12%	Reduced
453	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$9.43M	+$8.68M	10	0.87%	Increased
454	LCG Lisanti Capital Growth New York	$9.4M	+$4.88M	1	1.3%	Increased
455	Cerity Partners New York	$9.39M	+$3.52M	9	0.04%	Increased
456	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$9.33M	+$1.32M	4	0.13%	Increased
457	D.A. Davidson & Co Great Falls, Montana	$9.29M	+$475K	4	0.1%	Increased
458	MML Investors Services Springfield, Massachusetts	$9.22M	+$2.49M	8	0.05%	Increased
459	Pathstone Family Office Englewood, New Jersey	$9.21M	+$628K	5	0.13%	Increased
460	PGGM Investments Zeist, Netherlands	$9.11M	+$5.01M	3	0.15%	Increased
461	Walleye Capital New York	$9.08M	+$2.3M	10	0.03%	Increased
462	Crossmark Global Holdings Houston, Texas	$9.07M	+$843K	8	0.2%	Increased
463	Hillsdale Investment Management Toronto, Ontario, Canada	$9.03M	-$1.27M	3	0.83%	Reduced
464	ABN AMRO Investment Solutions Paris Cedex 008,	$8.98M	+$961K	1	0.18%	Increased
465	HWM HFR Wealth Management Niskayuna, New York	$8.97M	-$2.4M	1	2.49%	Reduced
466	EGI EAM Global Investors Solana Beach, California	$8.93M	+$3.85M	2	2.62%	Increased
467	CM Capital Management Glen Allen, Virginia	$8.88M	+$4.18M	1	1.9%	Increased
468	Verition Fund Management Greenwich, Connecticut	$8.82M	-$3.82M	9	0.12%	Reduced
469	BCA Bernzott Capital Advisors Camarillo, California	$8.78M	-$495K	1	1.89%	Reduced
470	LCM Landscape Capital Management Englewood, New Jersey	$8.74M	-$7.21M	5	1.15%	Reduced
471	VanEck Associates New York	$8.62M	+$1.06M	6	0.02%	Increased
472	CIBC World Market Toronto, Ontario, Canada	$8.6M	-$6.69M	2	0.03%	Reduced
473	IEFM IQ EQ Fund Management Dublin 2, Ireland	$8.58M	-$882K	1	1.63%	Reduced
474	Impax Asset Management Group London, United Kingdom	$8.51M	+$8.71M	1	0.03%	Increased
475	BCM Barometer Capital Management Toronto, Ontario, Canada	$8.43M	+$1.47M	3	2.25%	Increased