← 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	Readystate Asset Management Chicago, Illinois	$5.8M	+$165K	2	0.25%	Increased
502	PM Plustick Management Charlottesville, Virginia	$5.75M	+$7.22M	1	2.41%	New
503	Wealthfront Advisers Palo Alto, California	$5.71M	+$131K	4	0.01%	Increased
504	BBL Beck Bode LLC Dedham, Massachusetts	$5.66M	-$5.26M	1	0.91%	Reduced
505	Advisory Services Network Atlanta, Georgia	$5.63M	+$1.26M	13	0.08%	Increased
506	A AlphaQuest New York	$5.61M	+$1.3M	12	0.37%	Increased
507	Perpetual Ltd Sydney, New South Wales, Australia	$5.57M	-$643K	1	0.07%	Reduced
508	IPW Inlet Private Wealth Jupiter, Florida	$5.56M	-$4.91M	1	1.26%	Reduced
509	NEOS Investment Management Westport, Connecticut	$5.55M	+$1.78M	3	0.04%	Increased
510	SC Stolper & Co Tulsa, Oklahoma	$5.53M	-$8.51K	1	1.68%	Reduced
511	MFAM Motley Fool Asset Management Alexandria, Virginia	$5.53M	-$99.4K	2	0.23%	Reduced
512	SGA Strategic Global Advisors Newport Beach, California	$5.48M	-$92.9K	1	0.83%	Reduced
513	CP CenterBook Partners Greenwich, Connecticut	$5.48M	+$4.08M	3	0.27%	Increased
514	Munich Reinsurance Munich,	$5.42M	+$5.6M	1	0.14%	New
515	GIA GHP Investment Advisors Denver, Colorado	$5.41M	-$63.8K	4	0.23%	Reduced
516	SCM Sone Capital Management New York	$5.4M	+$6.71M	1	0.45%	New
517	Adams Diversified Equity Fund Baltimore, Maryland	$5.4M	+$5.08M	1	0.18%	New
518	SummitTX Capital Fort Worth, Texas	$5.39M	+$682K	4	0.22%	Increased
519	B. Metzler seel. Sohn & Co Frankfurt, Germany	$5.37M	-$2.62M	3	0.05%	Reduced
520	Vestcor Inc Fredericton, New Brunswick, Canada	$5.26M	-$3.49M	5	0.16%	Reduced
521	Fifth Third Bancorp Cincinnati, Ohio	$5.22M	+$334K	11	0.02%	Increased
522	RTW Investments New York	$5.21M	$0	1	0.06%	Maintained
523	Emerald Advisers Leola, Pennsylvania	$5.2M	-$105K	1	0.17%	Reduced
524	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$5.14M	-$174K	4	0.12%	Reduced
525	Zacks Investment Management Chicago, Illinois	$5.14M	-$2.97M	2	0.04%	Reduced