← 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	PensionDanmark Copenhagen O, Denmark	$7.14M	+$1.23M	2	0.07%	Increased
452	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$7.09M	+$2.48M	1	0.05%	Increased
453	Pinnacle Associates New York	$7.08M	+$662K	2	0.09%	Increased
454	TIS Titan Investment Solutions London,	$7.08M	+$7.86M	1	0.91%	New
455	PPW Parcion Private Wealth Bellevue, Washington	$7.03M	-$208K	1	0.44%	Reduced
456	RB Rodgers Brothers Harmony, Pennsylvania	$7.02M	-$45.6K	2	0.81%	Reduced
457	Inspire Investing Meridian, Idaho	$7.01M	+$4.04M	7	0.41%	Increased
458	RP Regal Partners Sydney, NSW, Australia	$7M	-$5.72M	1	0.38%	Reduced
459	FC FORA Capital Miami, Florida	$6.94M	+$689K	4	0.51%	Increased
460	AI AdvisorShares Investments Bethesda, Maryland	$6.83M	-$550K	3	1.24%	Reduced
461	Saba Capital Management New York	$6.83M	+$2.41M	3	0.19%	Increased
462	Armistice Capital New York	$6.83M	+$2.96M	2	0.12%	Increased
463	TOTUOP Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania	$6.81M	$0	1	2.29%	Maintained
464	RSCM Rock Springs Capital Management Baltimore, Maryland	$6.8M	+$56K	1	0.4%	Increased
465	IFM Investors Melbourne, Australia	$6.8M	+$322K	1	0.06%	Increased
466	SIS Sound Income Strategies Ft Lauderdale, Florida	$6.78M	+$470K	10	0.33%	Increased
467	DZ Bank Frankfurt Am Main, Germany	$6.77M	-$25.5M	4	0.01%	Reduced
468	CIBC World Market Toronto, Ontario, Canada	$6.75M	-$1.84M	1	0.01%	Reduced
469	FNT First Nebraska Trust Lincoln, Nebraska	$6.63M	+$373K	2	0.61%	Increased
470	NEOS Investment Management Westport, Connecticut	$6.59M	+$1.24M	3	0.03%	Increased
471	Kingsview Wealth Management Grants Pass, Oregon	$6.56M	-$1.4M	2	0.09%	Reduced
472	OMERS Administration Corp Toronto, Ontario, Canada	$6.54M	+$1.25M	6	0.04%	Increased
473	AC AXQ Capital Jersey City, New Jersey	$6.5M	+$5.34M	7	0.84%	Increased
474	D.A. Davidson & Co Great Falls, Montana	$6.5M	+$1.86M	4	0.04%	Increased
475	KAM Krensavage Asset Management New York	$6.5M	+$7.66M	1	2.54%	New