← 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	Emerald Advisers Leola, Pennsylvania	$7.79M	-$5.38M	1	0.3%	Reduced
502	Lighthouse Investment Partners Palm Beach Gardens, Florida	$7.74M	-$13.2M	3	0.29%	Reduced
503	Candriam SCA Strassen, Luxembourg, Luxembourg	$7.73M	-$20.5M	3	0.04%	Reduced
504	BAM Bullseye Asset Management Denver, Colorado	$7.72M	$0	1	3.56%	Maintained
505	GIA GHP Investment Advisors Denver, Colorado	$7.56M	+$53.1K	5	0.35%	Increased
506	PEAK6 Investments Chicago, Illinois	$7.52M	+$2.14M	5	0.02%	Increased
507	ET Equitable Trust Nashville, Tennessee	$7.31M	-$200K	2	0.47%	Reduced
508	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$7.17M	+$118K	4	0.08%	Increased
509	LI Leeward Investments Boston, Massachusetts	$7.16M	-$1.89M	1	0.33%	Reduced
510	BCM Birch Capital Management Dallas, Texas	$7.15M	+$465K	1	3.49%	Increased
511	IMC Chicago Chicago, Illinois	$7.1M	+$2.78M	2	0%	Increased
512	SC Stolper & Co Tulsa, Oklahoma	$7.03M	-$23K	1	2.3%	Reduced
513	AP Advisors Preferred Rockville, Maryland	$6.94M	+$6.36M	2	1.06%	New
514	NIM Nicollet Investment Management Minneapolis, Minnesota	$6.92M	+$12.1K	1	2.39%	Increased
515	Acadian Asset Management Boston, Massachusetts	$6.87M	-$3.15M	8	0.02%	Reduced
516	Rafferty Asset Management New York	$6.84M	-$300K	4	0.02%	Reduced
517	Peregrine Capital Management Minneapolis, Minnesota	$6.83M	-$7.44M	2	0.21%	Reduced
518	Advisory Services Network Atlanta, Georgia	$6.82M	$0	6	0.14%	Maintained
519	AP AlpInvest Partners Amsterdam, Netherlands	$6.79M	$0	1	4.02%	Maintained
520	Envestnet Portfolio Solutions Chicago, Illinois	$6.78M	-$2.82M	6	0.02%	Reduced
521	AAA Adams Asset Advisors Dallas, Texas	$6.77M	$0	1	0.9%	Maintained
522	BOK Financial Tulsa, Oklahoma	$6.76M	+$346K	7	0.12%	Increased
523	IEQ Capital Foster City, California	$6.6M	+$960K	5	0.08%	Increased
524	AGF Management Toronto, Ontario, Canada	$6.56M	-$9.5M	2	0.03%	Reduced
525	Fisher Asset Management Camas, Washington	$6.55M	+$376K	2	0%	Increased