← 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	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$9.52M	+$156K	1	1.65%	Increased
452	B. Metzler seel. Sohn & Co Frankfurt, Germany	$9.5M	+$218K	5	0.1%	Increased
453	TC TownSquare Capital Provo, Utah	$9.49M	+$5.62M	6	0.1%	Increased
454	Davidson Kempner Capital Management New York	$9.31M	+$9.18M	1	0.13%	New
455	Exchange Traded Concepts Oklahoma City, Oklahoma	$9.18M	+$4.03M	11	0.16%	Increased
456	Oregon Public Employees Retirement Fund Tigard, Oregon	$9.18M	-$96.3K	11	0.18%	Reduced
457	Fred Alger Management New York	$9.15M	-$3.67M	1	0.05%	Reduced
458	CFIA Cantor Fitzgerald Investment Advisors New York	$9.13M	+$564K	1	0.66%	Increased
459	MML Investors Services Springfield, Massachusetts	$9.1M	+$757K	9	0.03%	Increased
460	CIBC World Market Toronto, Ontario, Canada	$9.08M	-$6.16M	3	0.02%	Reduced
461	M&G plc London, United Kingdom	$9.06M	+$580K	2	0.04%	Increased
462	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$9.04M	+$5.67M	10	0.69%	Increased
463	HWM HFR Wealth Management Niskayuna, New York	$9.01M	-$113K	1	2.19%	Reduced
464	Clifford Swan Investment Counsel Pasadena, California	$9M	+$461K	2	0.33%	Increased
465	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$8.92M	$0	1	0.87%	Maintained
466	GCP GSA Capital Partners London, United Kingdom	$8.88M	-$1.38M	8	0.8%	Reduced
467	FP Foundry Partners Minneapolis, Minnesota	$8.83M	+$111K	1	0.47%	Increased
468	QAM QSM Asset Management London, United Kingdom	$8.75M	+$1.39M	1	6.57%	Increased
469	QCM Qsemble Capital Management New York	$8.72M	+$7.98M	4	0.93%	Increased
470	USS Investment Management London, United Kingdom	$8.56M	-$5.21M	2	0.06%	Reduced
471	CIA Capital Impact Advisors Boston, Massachusetts	$8.54M	+$8.9M	1	3.27%	New
472	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$8.51M	+$8.88M	1	0.82%	New
473	XTX Topco George Town, Cayman Islands	$8.34M	+$4.15M	15	0.43%	Increased
474	BB Bell Bank Fargo, North Dakota	$8.29M	+$723K	1	0.45%	Increased
475	AA Apriem Advisors Irvine, California	$8.28M	-$2.89M	1	0.97%	Reduced