← 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	VCM Valiant Capital Management San Francisco, California	$8.98M	-$11.2M	1	0.44%	Reduced
452	Gratus Capital Atlanta, Georgia	$8.97M	+$934K	1	0.51%	Increased
453	Private Management Group Irvine, California	$8.96M	+$7.67M	1	0.34%	New
454	Inspire Investing Meridian, Idaho	$8.94M	-$131K	6	0.98%	Reduced
455	Thompson Siegel & Walmsley Richmond, Virginia	$8.89M	+$7.3M	2	0.14%	Increased
456	Barings Charlotte, North Carolina	$8.8M	+$5.11M	1	0.28%	Increased
457	MassMutual Private Wealth & Trust Windsor, Connecticut	$8.78M	-$1.31M	11	0.29%	Reduced
458	Parallax Volatility Advisers San Francisco, California	$8.77M	+$1.84M	6	0.02%	Increased
459	Capital Fund Management (CFM) Paris, France	$8.76M	-$22.3M	2	0.02%	Reduced
460	Masters Capital Management Atlanta, Georgia	$8.75M	+$1.7M	1	0.36%	Increased
461	IPW Inlet Private Wealth Jupiter, Florida	$8.6M	+$3.29M	2	2.64%	Increased
462	Hantz Financial Services Southfield, Michigan	$8.6M	+$208K	4	0.19%	Increased
463	HWM HFR Wealth Management Niskayuna, New York	$8.54M	+$98.7K	1	2.32%	Increased
464	Braun Stacey Associates New York	$8.43M	-$34.8M	1	0.38%	Reduced
465	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$8.37M	-$2M	11	0.17%	Reduced
466	Addenda Capital Montreal, Quebec, Canada	$8.36M	+$2.9M	1	0.33%	Increased
467	Vanguard Personalized Indexing Management Oakland, California	$8.33M	+$1.15M	8	0.21%	Increased
468	NA Navellier & Associates Reno, Nevada	$8.26M	+$446K	1	1.24%	Increased
469	Epoch Investment Partners New York	$8.03M	-$871K	1	0.04%	Reduced
470	MML Investors Services Springfield, Massachusetts	$8.02M	+$1.49M	9	0.04%	Increased
471	AlTi Global New York	$7.97M	+$6.99M	1	0.24%	New
472	SFCM Savoir Faire Capital Management Norwalk, Connecticut	$7.92M	+$1.64M	2	3.44%	Increased
473	Advisors Asset Management Monument, Colorado	$7.89M	+$691K	7	0.16%	Increased
474	SG Americas Securities New York	$7.79M	-$20.9M	15	0.07%	Reduced
475	CIBC World Markets New York	$7.77M	-$1.29M	4	0.04%	Reduced