← 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	Envestnet Portfolio Solutions Chicago, Illinois	$6.72M	+$7.35M	6	0.03%	New
502	PMEF Point72 Middle East FZE Dubai, United Arab Emirates	$6.68M	-$750K	8	0.22%	Reduced
503	Chartwell Investment Partners Berywn, Pennsylvania	$6.66M	-$20.9M	2	0.26%	Reduced
504	NA Navellier & Associates Reno, Nevada	$6.63M	-$3.58M	1	1.14%	Reduced
505	Meag Munich Ergo Munich, Germany	$6.61M	-$847K	1	0.29%	Reduced
506	AAP Ardsley Advisory Partners Stamford, Connecticut	$6.6M	$0	1	1.47%	Maintained
507	Old National Bancorp Evansville, Indiana	$6.57M	+$181K	3	0.19%	Increased
508	Tiedemann Advisors New York	$6.49M	$0	1	0.28%	Maintained
509	Gratus Capital Atlanta, Georgia	$6.47M	+$7.42M	1	0.44%	New
510	Parallax Volatility Advisers San Francisco, California	$6.45M	+$782K	6	0.01%	Increased
511	Intact Investment Management Montreal, Quebec, Canada	$6.43M	+$2.89M	2	0.28%	Increased
512	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$6.42M	+$4.58M	8	0.77%	Increased
513	Vanguard Personalized Indexing Management Oakland, California	$6.39M	-$70K	8	0.19%	Reduced
514	First National Bank of Omaha Omaha, Nebraska	$6.34M	-$728K	2	0.41%	Reduced
515	OAM Ostrum Asset Management Paris, France	$6.31M	+$24.6K	4	0.58%	Increased
516	SCM Shenkman Capital Management New York	$6.17M	+$5.48M	1	0.46%	New
517	Nissay Asset Management Tokyo, Japan	$6.16M	+$217K	4	0.05%	Increased
518	SGCM Sand Grove Capital Management London, United Kingdom	$6.15M	+$4.94M	1	0.77%	New
519	CCM Cohen Capital Management Corte Madera, California	$6.12M	$0	2	1.25%	Maintained
520	SCS Syquant Capital SAS Paris, France	$6.1M	+$4.9M	1	2.39%	New
521	Hillsdale Investment Management Toronto, Ontario, Canada	$6.07M	-$690K	4	0.56%	Reduced
522	IEFM IQ EQ Fund Management Dublin 2, Ireland	$5.97M	-$1.02M	1	1.23%	Reduced
523	Bank of Nova Scotia Toronto, Ontario, Canada	$5.9M	-$5.43M	4	0.02%	Reduced
524	TTWM TCV Trust & Wealth Management Richmond, Virginia	$5.88M	-$45.4K	1	0.65%	Reduced
525	RCYC Richard C. Young & Co Newport, Rhode Island	$5.85M	+$225K	1	0.83%	Increased