← 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	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.14M	+$290K	6	0.18%	Increased
502	OFCM One Fin Capital Management San Francisco, California	$4.13M	-$3.46M	1	2.79%	Reduced
503	LHC Lodge Hill Capital New York	$4.12M	+$3.89M	1	1.13%	New
504	Vident Investment Advisory Alpharetta, Georgia	$4.11M	-$588K	4	0.22%	Reduced
505	PP Prospector Partners Guilford, Connecticut	$4.09M	-$1.87M	1	0.62%	Reduced
506	DA DSC Advisors Chicago, Illinois	$4.07M	+$4.15M	1	0.75%	New
507	Brinker Capital Berwyn, Pennsylvania	$4.07M	+$2.35M	3	0.15%	Increased
508	OI Oakbrook Investments Lisle, Illinois	$4.06M	+$829K	4	0.25%	Increased
509	EWM Elite Wealth Management Kirkland, Washington	$4.04M	$0	2	7.47%	Maintained
510	SNB Security National Bank Omaha, Nebraska	$3.95M	+$272K	1	2.05%	Increased
511	GH GAM Holding Zurich, Switzerland	$3.9M	-$1.1M	2	0.16%	Reduced
512	Zacks Investment Management Chicago, Illinois	$3.9M	+$1.01M	2	0.08%	Increased
513	Tocqueville Asset Management New York	$3.9M	-$691K	1	0.05%	Reduced
514	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$3.89M	+$11.5K	2	1.35%	Increased
515	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$3.89M	+$108K	1	0.58%	Increased
516	Swiss Life Asset Management Zurich,	$3.86M	+$3.64M	1	0.05%	New
517	PAIM Punch & Associates Investment Management Edina, Minnesota	$3.81M	+$866K	1	0.33%	Increased
518	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$3.77M	+$2.1M	4	0.2%	Increased
519	IM Islet Management New York	$3.75M	+$3.54M	1	0.43%	New
520	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$3.74M	-$4.15M	3	0.01%	Reduced
521	RIM Redwood Investment Management Scottsdale, Arizona	$3.73M	+$3.34M	1	1.59%	Increased
522	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$3.72M	+$177K	2	0.56%	Increased
523	Scotia Capital Toronto, Ontario, Canada	$3.71M	+$1.11M	3	0.05%	Increased
524	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$3.7M	+$3.53M	2	1.82%	New
525	KeyBank National Association Cleveland, Ohio	$3.69M	-$468K	3	0.02%	Reduced