← 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	Public Employees Retirement Association of Colorado Denver, Colorado	$8.27M	$0	12	0.04%	Maintained
477	CM Capital Management Glen Allen, Virginia	$8.26M	+$177K	1	1.43%	Increased
478	J. Safra Sarasin Holding	$8.25M	-$677K	5	0.15%	Reduced
479	BCM Birch Capital Management Dallas, Texas	$8.23M	+$289K	1	4.28%	Increased
480	MAM Montanaro Asset Management London, United Kingdom	$8.19M	+$734K	1	2.4%	Increased
481	Glenmede Trust Philadelphia, Pennsylvania	$8.17M	+$1.38M	7	0.04%	Increased
482	LI Leeward Investments Boston, Massachusetts	$8.06M	-$299K	1	0.43%	Reduced
483	Benjamin Edwards Inc Clayton, Missouri	$7.97M	-$780K	3	0.11%	Reduced
484	Impax Asset Management Group London, United Kingdom	$7.96M	$0	1	0.05%	Maintained
485	FNT First Nebraska Trust Lincoln, Nebraska	$7.81M	+$866K	2	0.77%	Increased
486	PPW Parcion Private Wealth Bellevue, Washington	$7.67M	+$462K	2	0.62%	Increased
487	WCF West Coast Financial Santa Barbara, California	$7.64M	-$281K	1	0.87%	Reduced
488	Meag Munich Ergo Munich, Germany	$7.55M	+$2.89M	1	0.22%	Increased
489	RSS Rosenblum Silverman Sutton San Francisco, California	$7.44M	-$198K	1	2.05%	Reduced
490	Pinnacle Associates New York	$7.41M	-$1.22M	1	0.11%	Reduced
491	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$7.37M	+$1.24M	4	0.2%	Increased
492	Group One Trading Chicago, Illinois	$7.34M	-$5.71M	13	0.02%	Reduced
493	HCA Harbor Capital Advisors Chicago, Illinois	$7.34M	+$1.03M	10	0.33%	Increased
494	ASR Vermogensbeheer Utrecht, Netherlands	$7.33M	+$7.47M	4	0.11%	New
495	ACB Aristotle Capital Boston Boston, Massachusetts	$7.29M	-$1.32M	1	0.36%	Reduced
496	TC Towle & Co Denver, Colorado	$7.2M	+$321K	1	1.57%	Increased
497	OPCM Osborne Partners Capital Management San Francisco, California	$7.18M	+$356K	1	0.41%	Increased
498	Lansforsakringar Fondforvaltning Stockholm, Sweden	$7.18M	+$474K	3	0.04%	Increased
499	TCM Telos Capital Management San Diego, California	$7.08M	-$139K	2	0.77%	Reduced
500	AAP Ardsley Advisory Partners Stamford, Connecticut	$7.07M	-$734K	1	1.35%	Reduced