← 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	Sanctuary Advisors Indianapolis, Indiana	$8.91M	+$776K	7	0.06%	Increased
477	J. Safra Sarasin Holding	$8.89M	-$1.35M	5	0.15%	Reduced
478	CFIA Cantor Fitzgerald Investment Advisors New York	$8.89M	+$9.09M	1	0.62%	New
479	Cambiar Investors Denver, Colorado	$8.86M	-$780K	1	0.35%	Reduced
480	Clifford Swan Investment Counsel Pasadena, California	$8.79M	-$9.03K	2	0.32%	Reduced
481	SCM Sio Capital Management New York	$8.79M	+$6.97M	1	2.47%	New
482	Pinnacle Associates New York	$8.78M	+$8.41M	2	0.12%	Increased
483	Public Employees Retirement Association of Colorado Denver, Colorado	$8.74M	-$13.6M	12	0.03%	Reduced
484	SGI Summit Global Investments Bountiful, Utah	$8.71M	+$5.55M	3	0.55%	Increased
485	OPCM Osborne Partners Capital Management San Francisco, California	$8.58M	+$289K	1	0.5%	Increased
486	BCM Bayesian Capital Management Brooklyn, New York	$8.53M	-$3.86M	3	1.04%	Reduced
487	Generali Asset Management Trieste, Italy	$8.42M	+$8.74M	2	0.22%	New
488	CM Capital Management Glen Allen, Virginia	$8.41M	+$1.39M	1	1.51%	Increased
489	Simplex Trading Chicago, Illinois	$8.23M	-$15.7M	15	0%	Reduced
490	Marex Group London,	$8.17M	+$9M	6	0.14%	Increased
491	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$8.15M	-$6.64M	5	0.07%	Reduced
492	Bank of Nova Scotia Toronto, Ontario, Canada	$8.15M	+$887K	5	0.01%	Increased
493	BCM Birch Capital Management Dallas, Texas	$8.13M	+$1.51M	1	4.09%	Increased
494	FNT First Nebraska Trust Lincoln, Nebraska	$8.12M	+$642K	2	0.78%	Increased
495	WCF West Coast Financial Santa Barbara, California	$8.08M	-$36.6K	1	0.89%	Reduced
496	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$8M	+$8.04M	4	0.11%	New
497	Nissay Asset Management Tokyo, Japan	$7.95M	-$230K	4	0.05%	Reduced
498	AAP Ardsley Advisory Partners Stamford, Connecticut	$7.91M	$0	1	1.25%	Maintained
499	BB Bell Bank Fargo, North Dakota	$7.85M	+$3.47M	1	0.58%	Increased
500	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$7.83M	-$1.18M	1	0.51%	Reduced