← 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
476	CCM Chickasaw Capital Management Memphis, Tennessee	$6.34M	-$47.9K	1	0.34%	Reduced
477	FL Fort LP Chevy Chase, Maryland	$6.29M	+$937K	6	1.77%	Increased
478	TNA True North Advisors Dallas, Texas	$6.23M	$0	1	1.48%	Maintained
479	Xponance Philadelphia, Pennsylvania	$6.21M	-$9.24K	4	0.13%	Reduced
480	Group One Trading Chicago, Illinois	$6.06M	+$3.82M	8	0.01%	Increased
481	EI EAM Investors Solana Beach, California	$5.95M	-$4.84M	3	0.9%	Reduced
482	Wealthfront Advisers Palo Alto, California	$5.86M	+$212K	4	0.03%	Increased
483	SAM Securian Asset Management St Paul, Minnesota	$5.85M	-$215K	6	0.13%	Reduced
484	LG LaFleur & Godfrey Grand Rapids, Michigan	$5.82M	+$4.13M	1	1.13%	Increased
485	SG Stonnington Group Pasadena, California	$5.76M	+$5.93M	2	1.39%	New
486	SM Sciencast Management Princeton, New Jersey	$5.74M	+$4.08M	5	1.14%	Increased
487	CF CNA Financial Chicago, Illinois	$5.72M	-$1.07M	3	1.76%	Reduced
488	CCM Cinctive Capital Management New York	$5.69M	-$1.92M	4	0.35%	Reduced
489	Fuller & Thaler Asset Management San Mateo, California	$5.68M	-$793K	1	0.04%	Reduced
490	Empowered Funds Havertown, Pennsylvania	$5.59M	$0	2	1.07%	Maintained
491	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$5.57M	+$2.14M	3	0.23%	Increased
492	E Ergoteles New York	$5.51M	-$5.27M	3	0.17%	Reduced
493	CT Coastline Trust Providence, Rhode Island	$5.49M	-$381K	2	0.71%	Reduced
494	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$5.48M	+$8.42K	1	0.6%	Increased
495	Norinchukin Bank Tokyo, Japan	$5.46M	+$76.2K	4	0.08%	Increased
496	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$5.46M	+$5.25M	1	0.3%	New
497	Wolverine Trading Chicago, Illinois	$5.45M	+$548K	11	0.01%	Increased
498	PP PDT Partners New York	$5.43M	+$498K	2	0.39%	Increased
499	EF Exeter Financial Scottsdale, Arizona	$5.42M	$0	2	3.42%	Maintained
500	DTL Dynamic Technology Lab Singapore	$5.41M	+$2.43M	7	0.61%	Increased