← 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	AE Wealth Management Topeka, Kansas	$6.86M	-$14.3M	4	0.04%	Reduced
502	LMR Partners London, United Kingdom	$6.78M	+$5.36M	2	0.08%	Increased
503	Employees Retirement System of Texas Austin, Texas	$6.76M	-$14.1M	2	0.08%	Reduced
504	KFO Kopp Family Office Bloomington, Minnesota	$6.76M	+$2.45M	1	3.95%	Increased
505	PRC Pearl River Capital Niles, Michigan	$6.73M	+$5.39M	3	1.08%	Increased
506	SI Sapience Investments Newport Beach, California	$6.73M	-$3.83M	2	1.6%	Reduced
507	WCM Wallace Capital Management Dallas, Texas	$6.68M	-$974K	1	0.99%	Reduced
508	TC TownSquare Capital Provo, Utah	$6.68M	-$17.7K	4	0.11%	Reduced
509	Miller Howard Investments Kingston, New York	$6.65M	-$17.6M	1	0.23%	Reduced
510	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$6.62M	-$181K	1	1.34%	Reduced
511	National Philanthropic Trust Jenkintown, Pennsylvania	$6.59M	+$5.81M	1	0.17%	New
512	Natixis Paris, France	$6.59M	-$34.8M	6	0.05%	Reduced
513	O'Shaughnessy Asset Management Stamford, Connecticut	$6.57M	+$182K	6	0.09%	Increased
514	TIM Timelo Investment Management Aurora, Ontario, Canada	$6.56M	+$3.78M	1	5.73%	Increased
515	TC TwinBeech Capital Purchase, New York	$6.46M	-$26.6M	3	0.1%	Reduced
516	Jump Financial Chicago, Illinois	$6.43M	-$17.7M	7	0.2%	Reduced
517	Quantinno Capital Management New York	$6.42M	+$195K	6	0.22%	Increased
518	RSS Rosenblum Silverman Sutton San Francisco, California	$6.38M	-$491K	1	2.03%	Reduced
519	NCGI Next Century Growth Investors Plymouth, Minnesota	$6.37M	-$2.68M	1	0.62%	Reduced
520	WCF West Coast Financial Santa Barbara, California	$6.33M	+$482K	1	0.83%	Increased
521	WAM Wakefield Asset Management Englewood, Colorado	$6.31M	+$3.42M	2	2.34%	Increased
522	AssetMark Inc Concord, California	$6.3M	-$7.91M	10	0.02%	Reduced
523	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$6.27M	-$3.62M	3	0.28%	Reduced
524	IEFM IQ EQ Fund Management Dublin 2, Ireland	$6.25M	-$649K	1	0.74%	Reduced
525	TTWM TCV Trust & Wealth Management Richmond, Virginia	$6.19M	+$41.9K	1	0.62%	Increased