← 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	Advisors Asset Management Monument, Colorado	$10.2M	+$2.91M	7	0.19%	Increased
452	Hantz Financial Services Southfield, Michigan	$10.1M	-$273K	4	0.18%	Reduced
453	TC Towle & Co Denver, Colorado	$10M	-$2.42M	1	1.72%	Reduced
454	CB Cadence Bank Tupelo, Mississippi	$9.92M	+$10.4M	2	0.67%	New
455	B. Metzler seel. Sohn & Co Frankfurt, Germany	$9.9M	+$1.42M	6	0.1%	Increased
456	M&G plc London, United Kingdom	$9.86M	+$9.65M	2	0.06%	Increased
457	Oregon Public Employees Retirement Fund Tigard, Oregon	$9.85M	-$42.8K	11	0.18%	Reduced
458	Fisher Asset Management Camas, Washington	$9.84M	+$3.9M	1	0%	Increased
459	Inspire Investing Meridian, Idaho	$9.84M	-$1.07M	7	1.1%	Reduced
460	IECM Intrinsic Edge Capital Management Chicago, Illinois	$9.83M	+$10.9M	1	1.2%	New
461	HSA Hussman Strategic Advisors Ellicott City, Maryland	$9.79M	+$5.71M	5	2.89%	Increased
462	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$9.74M	+$9.96M	1	1.7%	New
463	Envestnet Portfolio Solutions Chicago, Illinois	$9.62M	+$3.62M	6	0.03%	Increased
464	RGI River Global Investors London, United Kingdom	$9.57M	+$10.1M	1	1.86%	New
465	Kingsview Wealth Management Grants Pass, Oregon	$9.5M	-$435K	2	0.19%	Reduced
466	National Philanthropic Trust Jenkintown, Pennsylvania	$9.41M	$0	1	0.14%	Maintained
467	Cambridge Investment Research Advisors Fairfield, Iowa	$9.28M	+$1.01M	6	0.03%	Increased
468	Impax Asset Management Group London, United Kingdom	$9.27M	$0	1	0.04%	Maintained
469	EP Edgestream Partners Princeton, New Jersey	$9.26M	-$974K	3	0.39%	Reduced
470	MML Investors Services Springfield, Massachusetts	$9.16M	+$773K	9	0.03%	Increased
471	HWM HFR Wealth Management Niskayuna, New York	$9.09M	+$50.7K	1	2.25%	Increased
472	PP Paloma Partners Greenwich, Connecticut	$8.99M	-$3.47M	1	0.4%	Reduced
473	Benjamin Edwards Inc Clayton, Missouri	$8.98M	-$474K	4	0.13%	Reduced
474	HA Heartland Advisors Milwaukee, Wisconsin	$8.97M	+$4.42M	1	0.49%	Increased
475	PFM Patton Fund Management Dallas, Texas	$8.97M	-$1.54M	2	1.76%	Reduced