← 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	Carmignac Gestion Paris, France	$7.5M	-$1.48M	1	0.12%	Reduced
477	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$7.5M	+$1.72M	2	1.43%	Increased
478	Crossmark Global Holdings Houston, Texas	$7.44M	-$5.74K	7	0.17%	Reduced
479	HCM Hillman Capital Management Bethesda, Maryland	$7.44M	+$3.34M	1	2.36%	Increased
480	JPC Jabodon PT Co Reno, Nevada	$7.32M	+$2.24M	2	3.32%	Increased
481	Winton Group London, United Kingdom	$7.3M	+$2.89M	5	0.38%	Increased
482	IFP Advisors Tampa, Florida	$7.28M	+$5.99M	17	0.23%	Increased
483	Private Advisor Group Morristown, New Jersey	$7.26M	+$465K	4	0.06%	Increased
484	MHP Manatuck Hill Partners Westport, Connecticut	$7.15M	+$1.34M	2	2.79%	Increased
485	AustralianSuper Melbourne, Australia	$7.14M	-$5.94M	2	0.04%	Reduced
486	WorldQuant Millennium Advisors New York	$7.11M	-$33.8M	1	0.17%	Reduced
487	TTWM TCV Trust & Wealth Management Richmond, Virginia	$7.09M	-$181K	1	0.76%	Reduced
488	Carson Wealth (CWM LLC) Omaha, Nebraska	$7.06M	+$281K	14	0.05%	Increased
489	Nissay Asset Management Tokyo, Japan	$7.03M	-$1.28M	3	0.06%	Reduced
490	Twin Tree Management Dallas, Texas	$6.99M	+$4.61M	3	0.01%	Increased
491	HA Heartland Advisors Milwaukee, Wisconsin	$6.83M	+$3.02M	1	0.42%	Increased
492	Advisors Asset Management Monument, Colorado	$6.82M	-$579K	4	0.11%	Reduced
493	FNT First Nebraska Trust Lincoln, Nebraska	$6.8M	-$46.6K	2	0.81%	Reduced
494	D.A. Davidson & Co Great Falls, Montana	$6.8M	+$871K	4	0.07%	Increased
495	Ingalls & Snyder LLC New York	$6.8M	-$6.41K	1	0.3%	Reduced
496	JGC J. Goldman & Co New York	$6.79M	+$655K	2	0.31%	Increased
497	CWA Asset Management Group Naples, Florida	$6.78M	-$15.6K	2	0.52%	Reduced
498	SAM Synergy Asset Management Vancouver, Washington	$6.78M	-$1.74M	1	1.63%	Reduced
499	SG Stonnington Group Pasadena, California	$6.75M	+$44.2K	2	1.62%	Increased
500	TCCM Timber Creek Capital Management Boston, Massachusetts	$6.71M	+$319K	4	2.03%	Increased