← 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
501	GEH General Equity Holdings Brooklyn, New York	$4.67M	+$4.89M	1	2.79%	New
502	OMERS Administration Corp Toronto, Ontario, Canada	$4.66M	-$848K	2	0.03%	Reduced
503	Merit Financial Group Alpharetta, Georgia	$4.63M	+$2.16M	7	0.03%	Increased
504	FCM FourWorld Capital Management New York	$4.62M	-$479K	2	4.2%	Reduced
505	Glenmede Trust Philadelphia, Pennsylvania	$4.62M	-$4.1M	7	0.02%	Reduced
506	RIL Rothschild Investment LLC Chicago, Illinois	$4.59M	+$1.43M	17	0.17%	Increased
507	AA Apriem Advisors Irvine, California	$4.53M	-$1.17M	1	0.39%	Reduced
508	Wolverine Asset Management Chicago, Illinois	$4.52M	-$926K	4	0.04%	Reduced
509	Maryland State Retirement & Pension System Baltimore, Maryland	$4.5M	+$773K	5	0.08%	Increased
510	Ritholtz Wealth Management New York	$4.5M	+$720K	3	0.07%	Increased
511	MACM MAC Alpha Capital Management Tampa, Florida	$4.5M	+$246K	1	2.11%	Increased
512	Peregrine Capital Management Minneapolis, Minnesota	$4.5M	-$419K	2	0.15%	Reduced
513	BW Gestao de Investimentos Sao Paulo, Brazil	$4.46M	+$4.25M	3	0.09%	New
514	Integral Health Asset Management New York	$4.46M	-$12.7M	1	0.18%	Reduced
515	Integrated Wealth Concepts Waltham, Massachusetts	$4.41M	+$1.01M	4	0.03%	Increased
516	Rockefeller Capital Management New York	$4.39M	-$1.51M	15	0.01%	Reduced
517	AIA Group Hong Kong	$4.26M	-$1.32M	1	0.05%	Reduced
518	British Columbia Investment Management Victoria, British Columbia, Canada	$4.26M	+$358K	1	0.03%	Increased
519	BCM Bronte Capital Management Bondi Junction, Australia	$4.25M	-$8.5M	1	0.46%	Reduced
520	WBC Westpac Banking Corp Sydney, Australia	$4.2M	-$152K	1	0.26%	Reduced
521	Cary Street Partners Richmond, Virginia	$4.2M	+$1.2M	2	0.09%	Increased
522	Pinnacle Associates New York	$4.2M	-$2.12M	2	0.05%	Reduced
523	Trian Fund Management New York	$4.2M	$0	1	0.1%	Maintained
524	Baird Financial Group Milwaukee, Wisconsin	$4.19M	-$22.3M	5	0.01%	Reduced
525	CWP Curated Wealth Partners El Segundo, California	$4.18M	$0	1	0.48%	Maintained