← 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	Winton Group London, United Kingdom	$7.58M	-$1.75M	7	0.39%	Reduced
477	Natixis Paris, France	$7.43M	+$5.71M	4	0.03%	Increased
478	Glenmede Investment Management Philadelphia, Pennsylvania	$7.43M	+$7.35M	7	0.04%	New
479	FNT First Nebraska Trust Lincoln, Nebraska	$7.42M	+$469K	2	0.71%	Increased
480	SFCM Savoir Faire Capital Management Norwalk, Connecticut	$7.31M	+$3.64M	2	3.53%	Increased
481	Empirical Wealth Management Seattle, Washington	$7.22M	+$356K	4	0.16%	Increased
482	CFIA Cantor Fitzgerald Investment Advisors New York	$7.19M	+$208K	1	0.51%	Increased
483	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$7.17M	+$7.49M	6	0.16%	Increased
484	MFAM Motley Fool Asset Management Alexandria, Virginia	$7.06M	+$3.52M	2	0.33%	Increased
485	FC FORA Capital Miami, Florida	$7.05M	+$6.86M	5	0.78%	Increased
486	OA Oxbow Advisors Austin, Texas	$7.04M	+$3.51M	1	0.77%	Increased
487	Elo Mutual Pension Insurance Espoo, Finland	$7.01M	+$296K	3	0.14%	Increased
488	BB Bell Bank Fargo, North Dakota	$6.96M	+$688K	1	0.32%	Increased
489	DSCM Divisadero Street Capital Management Miami, Florida	$6.95M	+$2.85M	6	0.44%	Increased
490	AFM Anson Funds Management Dallas, Texas	$6.94M	+$2.36M	1	1%	Increased
491	Caption Management Oklahoma City, Oklahoma	$6.9M	+$6.63M	4	0.08%	Increased
492	Nissay Asset Management Tokyo, Japan	$6.9M	+$81.3K	3	0.04%	Increased
493	OPCM Osborne Partners Capital Management San Francisco, California	$6.89M	-$90.3K	1	0.37%	Reduced
494	Centiva Capital New York	$6.89M	+$4.06M	3	0.11%	Increased
495	M&G plc London, United Kingdom	$6.88M	-$643K	1	0.04%	Reduced
496	ASR Vermogensbeheer Utrecht, Netherlands	$6.86M	-$296K	3	0.09%	Reduced
497	SG Sienna Gestion Paris, France	$6.84M	+$633K	1	0.47%	Increased
498	NIM Nicollet Investment Management Minneapolis, Minnesota	$6.83M	-$342K	1	2.29%	Reduced
499	NAAA New Age Alpha Advisors Rye, New York	$6.79M	-$4.36M	6	0.3%	Reduced
500	Old National Bancorp Evansville, Indiana	$6.75M	+$1.62M	2	0.12%	Increased