← 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	PP PDT Partners New York	$9.7M	+$3.12M	7	0.92%	Increased
452	M&G plc London, United Kingdom	$9.68M	-$5.87M	2	0.04%	Reduced
453	ABN AMRO Bank Amsterdam, Netherlands	$9.61M	+$50.6K	3	0.15%	Increased
454	Vanguard Personalized Indexing Management Oakland, California	$9.54M	+$1.52M	8	0.18%	Increased
455	Stephens Inc Little Rock, Arkansas	$9.53M	-$396K	2	0.15%	Reduced
456	OMERS Administration Corp Toronto, Ontario, Canada	$9.47M	+$8.43M	7	0.09%	Increased
457	Commerce Bank Kansas City, Missouri	$9.46M	-$1.9M	5	0.06%	Reduced
458	Quadrature Capital London, United Kingdom	$9.46M	+$10.1M	5	0.16%	Increased
459	Benjamin F. Edwards & Company St. Louis, Missouri	$9.34M	+$3.42M	9	0.16%	Increased
460	Robeco Schweiz Zurich, Switzerland	$9.17M	$0	1	0.18%	Maintained
461	CI Investments Inc Toronto, Ontario, Canada	$9.1M	+$646K	6	0.04%	Increased
462	Inspire Investing Meridian, Idaho	$9.03M	-$899K	7	1.04%	Reduced
463	Hantz Financial Services Southfield, Michigan	$8.93M	-$205K	4	0.17%	Reduced
464	Bank of Nova Scotia Toronto, Ontario, Canada	$8.89M	+$1.46M	5	0.02%	Increased
465	LCM Landscape Capital Management Englewood, New Jersey	$8.89M	+$1.36M	4	0.75%	Increased
466	Envestnet Portfolio Solutions Chicago, Illinois	$8.83M	-$345K	6	0.03%	Reduced
467	GCP GSA Capital Partners London, United Kingdom	$8.8M	+$648K	11	0.62%	Increased
468	National Philanthropic Trust Jenkintown, Pennsylvania	$8.72M	-$2.34K	1	0.17%	Reduced
469	NICM Neo Ivy Capital Management New York	$8.71M	+$10.2M	3	1.71%	New
470	AAP Ardsley Advisory Partners Stamford, Connecticut	$8.57M	-$573K	1	1.26%	Reduced
471	Mairs & Power Inc St Paul, Minnesota	$8.54M	+$879K	1	0.08%	Increased
472	Graham Capital Management Rowayton, Connecticut	$8.51M	+$4.49M	4	0.19%	Increased
473	HI Hendershot Investments Centreville, Virginia	$8.48M	-$1.01K	1	1.22%	Reduced
474	Private Management Group Irvine, California	$8.47M	-$3.3M	1	0.33%	Reduced
475	KC Kepos Capital New York	$8.41M	$0	1	3.27%	Maintained