← 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	Walleye Trading New York	$7.74M	+$5.38M	11	0.02%	Increased
477	Channing Capital Management Chicago, Illinois	$7.71M	+$1.32M	1	0.25%	Increased
478	Westwood Holdings Group Dallas, Texas	$7.66M	-$73.6M	2	0.07%	Reduced
479	Vontobel Holding Zurich, Switzerland	$7.63M	+$1.08M	5	0.07%	Increased
480	Twin Tree Management Dallas, Texas	$7.58M	-$3.34M	1	0.02%	Reduced
481	HWM HFR Wealth Management Niskayuna, New York	$7.58M	+$20.1K	1	2.22%	Increased
482	Exencial Wealth Advisors Oklahoma City, Oklahoma	$7.53M	+$8.97M	2	0.36%	Increased
483	Maryland State Retirement & Pension System Baltimore, Maryland	$7.53M	-$394K	10	0.17%	Reduced
484	Great Lakes Advisors Chicago, Illinois	$7.52M	+$547K	3	0.07%	Increased
485	Epoch Investment Partners New York	$7.51M	-$14.1M	1	0.05%	Reduced
486	Y-Intercept (HK) Hong Kong	$7.49M	+$5.09M	4	0.73%	Increased
487	Ethic Inc New York	$7.44M	+$2.22M	5	0.26%	Increased
488	SteelPeak Wealth Woodland Hills, California	$7.35M	+$454K	2	0.46%	Increased
489	CM Capital Management Glen Allen, Virginia	$7.26M	+$44.2K	1	1.64%	Increased
490	PGGM Investments Zeist, Netherlands	$7.25M	-$225K	3	0.13%	Reduced
491	Advisors Asset Management Monument, Colorado	$7.2M	+$894K	7	0.15%	Increased
492	Hantz Financial Services Southfield, Michigan	$7.19M	-$496K	4	0.18%	Reduced
493	PE Point72 Europe London, United Kingdom	$7.07M	-$402K	1	0.43%	Reduced
494	Soleus Capital Management Greenwich, Connecticut	$7.06M	+$7.29M	1	0.65%	Increased
495	Brown Advisory Baltimore, Maryland	$6.98M	-$282K	3	0.01%	Reduced
496	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$6.93M	-$186K	1	1.61%	Reduced
497	FNT First Nebraska Trust Lincoln, Nebraska	$6.92M	+$257K	2	0.86%	Increased
498	Partners Capital Investment Group Boston, Massachusetts	$6.85M	+$7.51M	1	0.16%	New
499	Cerity Partners New York	$6.8M	-$1.14M	7	0.03%	Reduced
500	CAPTRUST Financial Advisors Raleigh, North Carolina	$6.76M	+$505K	11	0.03%	Increased