← 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	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$6.87M	+$4.01M	5	0.46%	Increased
477	Huntington National Bank Columbus, Ohio	$6.87M	-$53.2K	13	0.04%	Reduced
478	Brinker Capital Investments Berwyn, Pennsylvania	$6.86M	-$1.03M	5	0.05%	Reduced
479	Illinois Municipal Retirement Fund Oak Brook, Illinois	$6.86M	-$3.24M	4	0.09%	Reduced
480	WC Wexford Capital West Palm Beach, Florida	$6.86M	+$8.62M	4	1.32%	Increased
481	A AlphaQuest New York	$6.83M	+$2.02M	13	0.38%	Increased
482	Ossiam Paris, France	$6.77M	-$1.71M	2	0.14%	Reduced
483	FCM Fortis Capital Management Bellevue, Washington	$6.74M	+$527K	1	0.89%	Increased
484	Benjamin Edwards Inc Clayton, Missouri	$6.71M	-$1.14M	2	0.07%	Reduced
485	M&T Bank Buffalo, New York	$6.7M	+$1.24M	8	0.02%	Increased
486	MMC Mizuho Markets Cayman Grand Cayman, Cayman Islands	$6.69M	+$9.4M	1	0.34%	New
487	Brevan Howard Capital Management St. Helier, Jersey	$6.61M	-$5.69M	11	0.07%	Reduced
488	Bessemer Group Woodbridge, New Jersey	$6.54M	+$2.34M	13	0.01%	Increased
489	PensionDanmark Copenhagen O, Denmark	$6.48M	+$6.88M	1	0.06%	New
490	BCM Birch Capital Management Dallas, Texas	$6.48M	-$2.21M	1	3.23%	Reduced
491	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$6.48M	$0	1	0.59%	Maintained
492	BB Bell Bank Fargo, North Dakota	$6.46M	-$586K	1	0.28%	Reduced
493	Holocene Advisors New York	$6.46M	-$29.9M	2	0.01%	Reduced
494	Equity Investment Corp Atlanta, Georgia	$6.46M	+$6.39M	1	0.13%	New
495	Public Employees Retirement Association of Colorado Denver, Colorado	$6.42M	-$40K	10	0.02%	Reduced
496	AAP Ardsley Advisory Partners Stamford, Connecticut	$6.42M	+$7.45M	1	0.7%	New
497	FNT First Nebraska Trust Lincoln, Nebraska	$6.39M	+$88.3K	2	0.58%	Increased
498	Perigon Wealth Management San Francisco, California	$6.39M	+$503K	2	0.11%	Increased
499	Leonteq Securities AG Zurich, Switzerland	$6.37M	+$1.69M	8	0.19%	Increased
500	OMERS Administration Corp Toronto, Ontario, Canada	$6.34M	+$529K	7	0.05%	Increased