← 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	CIBC World Markets New York	$7.76M	+$7.01M	4	0.05%	Increased
477	Czech National Bank Prague, Czech Republic	$7.72M	+$46.2K	4	0.21%	Increased
478	CC Carlson Capital Dallas, Texas	$7.72M	-$1.19M	1	0.59%	Reduced
479	Credit Agricole Montrouge Cedex, France	$7.64M	+$4.83M	2	0.16%	Increased
480	MGM Miura Global Management New York	$7.56M	+$618K	1	3.8%	Increased
481	MML Investors Services Springfield, Massachusetts	$7.55M	+$875K	6	0.05%	Increased
482	RCYC Richard C. Young & Co Newport, Rhode Island	$7.53M	+$52.1K	1	1%	Increased
483	First Eagle Investment Management New York	$7.53M	-$9.91M	3	0.02%	Reduced
484	Walleye Trading New York	$7.51M	-$988K	9	0.02%	Reduced
485	Robeco Institutional Asset Management Rotterdam, Netherlands	$7.46M	-$2.3M	5	0.02%	Reduced
486	SteelPeak Wealth Woodland Hills, California	$7.44M	$0	1	0.55%	Maintained
487	BOK Financial Tulsa, Oklahoma	$7.4M	+$552K	5	0.14%	Increased
488	JGC J. Goldman & Co New York	$7.32M	-$2.13M	2	0.36%	Reduced
489	SG Americas Securities New York	$7.3M	-$4.42M	14	0.09%	Reduced
490	CAPTRUST Financial Advisors Raleigh, North Carolina	$7.21M	-$1.39M	6	0.04%	Reduced
491	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$7.19M	+$1.39M	3	0.12%	Increased
492	Ethic Inc New York	$7.17M	+$1.71M	5	0.39%	Increased
493	IFP Advisors Tampa, Florida	$7.17M	-$183K	18	0.19%	Reduced
494	BCM Boone Capital Management Atlanta, Georgia	$7.16M	+$5.36M	1	3.68%	New
495	Vontobel Holding Zurich, Switzerland	$7.14M	+$1.44M	5	0.07%	Increased
496	EI EAM Investors Solana Beach, California	$7.14M	+$231K	3	1.48%	Increased
497	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$7.13M	+$1.67M	6	0.04%	Increased
498	S Seeyond Paris, France	$7.13M	-$407K	4	0.69%	Reduced
499	Twin Tree Management Dallas, Texas	$7.08M	+$5.31M	2	0.02%	Increased
500	TD Waterhouse Canada Toronto, Ontario, Canada	$7.06M	+$6.15M	9	0.08%	Increased