← 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	HWM HFR Wealth Management Niskayuna, New York	$8.36M	+$332K	1	2.13%	Increased
477	PCM Prelude Capital Management New York	$8.36M	+$7.46M	4	0.58%	Increased
478	Gateway Investment Advisers Cincinnati, Ohio	$8.28M	-$175K	4	0.09%	Reduced
479	Daiwa Securities Group Tokyo, Japan	$8.18M	+$1.67M	6	0.04%	Increased
480	Bessemer Group Woodbridge, New Jersey	$8.08M	-$572K	13	0.01%	Reduced
481	Impax Asset Management Group London, United Kingdom	$8.03M	+$11.4M	1	0.03%	New
482	Vestal Point Capital New York	$8.03M	+$11.4M	1	0.6%	New
483	Oregon Public Employees Retirement Fund Tigard, Oregon	$7.78M	-$572K	10	0.15%	Reduced
484	Cambridge Investment Research Advisors Fairfield, Iowa	$7.75M	-$602K	6	0.03%	Reduced
485	CAM Centre Asset Management New York	$7.74M	-$1.33M	1	1.78%	Reduced
486	Pinnacle Associates New York	$7.73M	-$108K	2	0.12%	Reduced
487	Quantbot Technologies New York	$7.69M	+$2.27M	6	0.37%	Increased
488	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$7.63M	-$393K	10	0.15%	Reduced
489	Brevan Howard Capital Management St. Helier, Jersey	$7.62M	+$7.41M	5	0.07%	Increased
490	Old National Bancorp Evansville, Indiana	$7.53M	-$502K	1	0.18%	Reduced
491	Walleye Trading New York	$7.52M	-$4.46M	5	0.02%	Reduced
492	Partners Capital Investment Group Boston, Massachusetts	$7.51M	+$3.25M	1	0.13%	Increased
493	Carson Wealth (CWM LLC) Omaha, Nebraska	$7.46M	+$650K	20	0.04%	Increased
494	INTECH Investment Management West Palm Beach, Florida	$7.44M	-$3.04M	6	0.09%	Reduced
495	Nissay Asset Management Tokyo, Japan	$7.44M	-$54.7K	4	0.05%	Reduced
496	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$7.36M	-$2.81M	1	0.47%	Reduced
497	Crossmark Global Holdings Houston, Texas	$7.36M	-$523K	7	0.14%	Reduced
498	Moneta Group Investment Advisors St Louis, Missouri	$7.35M	+$73.9K	1	0.12%	Increased
499	AustralianSuper Melbourne, Australia	$7.32M	-$7.55M	2	0.04%	Reduced
500	ExodusPoint Capital Management New York	$7.24M	-$13.2M	4	0.05%	Reduced