← 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	$7.67M	-$294K	2	1.21%	Reduced
452	CFIA Cantor Fitzgerald Investment Advisors New York	$7.65M	-$1.42M	1	0.57%	Reduced
453	AI AdvisorShares Investments Bethesda, Maryland	$7.63M	+$8.11M	2	1.27%	New
454	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$7.38M	-$936K	1	0.71%	Reduced
455	AA Apriem Advisors Irvine, California	$7.37M	-$140K	1	0.68%	Reduced
456	Vontobel Holding Zurich, Switzerland	$7.36M	+$4.11M	6	0.02%	Increased
457	Advisory Services Network Atlanta, Georgia	$7.31M	+$2.72M	4	0.1%	Increased
458	DnB Asset Management Oslo, Norway	$7.28M	-$441K	1	0.03%	Reduced
459	RTW Investments New York	$7.25M	+$5.62M	1	0.07%	Increased
460	OP Asset Management Helsinki,	$7.24M	-$401K	3	0.09%	Reduced
461	QRG Capital Management Chicago, Illinois	$7.21M	+$1.43M	3	0.08%	Increased
462	Bank Julius Baer & Co Zurich, Switzerland	$7.19M	-$210K	2	0.02%	Reduced
463	SM Sciencast Management Princeton, New Jersey	$7.18M	+$7.66M	3	0.99%	Increased
464	National Philanthropic Trust Jenkintown, Pennsylvania	$7.15M	$0	1	0.07%	Maintained
465	Pinnacle Associates New York	$7.1M	-$56.8K	1	0.09%	Reduced
466	Orbis Allan Gray Hamilton, Bermuda	$7.09M	+$7.02M	1	0.03%	New
467	OA Oxbow Advisors Austin, Texas	$7.05M	+$420K	2	0.62%	Increased
468	Employees Retirement System of Texas Austin, Texas	$7.04M	+$947K	3	0.06%	Increased
469	IFM Investors Melbourne, Australia	$6.98M	-$1.16M	1	0.06%	Reduced
470	Liontrust Investment Partners London, United Kingdom	$6.98M	+$6.91M	1	0.1%	New
471	PHS Pekin Hardy Strauss Chicago, Illinois	$6.96M	-$2.48M	2	0.64%	Reduced
472	PEAK6 Chicago, Illinois	$6.95M	+$5.08M	5	0.01%	Increased
473	SIS Sound Income Strategies Ft Lauderdale, Florida	$6.95M	+$4.41M	10	0.33%	Increased
474	RB Rodgers Brothers Harmony, Pennsylvania	$6.94M	+$397K	2	0.83%	Increased
475	FC FORA Capital Miami, Florida	$6.94M	+$4.65M	4	0.84%	Increased