← 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	OAM Ostrum Asset Management Paris, France	$7.75M	+$646K	4	0.67%	Increased
477	CCM Cohen Capital Management Corte Madera, California	$7.7M	$0	2	1.47%	Maintained
478	Envestnet Portfolio Solutions Chicago, Illinois	$7.69M	+$216K	4	0.03%	Increased
479	AAA Adams Asset Advisors Dallas, Texas	$7.69M	+$7.52M	1	1.03%	New
480	M&G Investment Management London, United Kingdom	$7.67M	-$11.8M	2	0.03%	Reduced
481	GCP GSA Capital Partners London, United Kingdom	$7.66M	+$741K	7	0.64%	Increased
482	SteelPeak Wealth Woodland Hills, California	$7.63M	-$357K	1	0.44%	Reduced
483	Crossmark Global Holdings Houston, Texas	$7.59M	-$1.11M	8	0.16%	Reduced
484	Old National Bancorp Evansville, Indiana	$7.58M	+$633K	3	0.2%	Increased
485	HI Hendershot Investments Centreville, Virginia	$7.58M	+$6.77M	1	1.17%	New
486	FNT First Nebraska Trust Lincoln, Nebraska	$7.57M	-$96.3K	2	0.87%	Reduced
487	AustralianSuper Melbourne, Australia	$7.39M	+$2.08M	2	0.04%	Increased
488	CAPTRUST Financial Advisors Raleigh, North Carolina	$7.38M	-$36.3K	12	0.03%	Reduced
489	Carson Wealth (CWM LLC) Omaha, Nebraska	$7.29M	+$4.54M	18	0.04%	Increased
490	Nissay Asset Management Tokyo, Japan	$7.23M	+$236K	4	0.06%	Increased
491	PGGM Investments Zeist, Netherlands	$7.23M	-$1.01M	4	0.11%	Reduced
492	ET Entropy Technologies New York	$7.23M	+$6.52M	5	1.34%	New
493	Chartwell Investment Partners Berywn, Pennsylvania	$7.22M	+$213K	3	0.25%	Increased
494	VanEck Associates New York	$7.2M	-$1.87M	6	0.01%	Reduced
495	SC Shay Capital New York	$7.14M	+$3.36M	3	1.43%	Increased
496	Maryland State Retirement & Pension System Baltimore, Maryland	$7.12M	-$1.1M	11	0.15%	Reduced
497	Vontobel Holding Zurich, Switzerland	$7.05M	-$1.68M	5	0.06%	Reduced
498	CM Capital Management Glen Allen, Virginia	$6.95M	-$627K	1	1.36%	Reduced
499	Walleye Capital New York	$6.93M	-$7.64M	8	0.01%	Reduced
500	TAIM Te Ahumairangi Investment Management Wellington, New Zealand	$6.87M	-$2.55M	1	1.3%	Reduced