← 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	Public Employees Retirement Association of Colorado Denver, Colorado	$6.05M	$0	10	0.02%	Maintained
502	Parallax Volatility Advisers San Francisco, California	$5.91M	-$937K	1	0.02%	Reduced
503	CWA Asset Management Group Naples, Florida	$5.89M	+$1.75M	3	0.2%	Increased
504	Elo Mutual Pension Insurance Espoo, Finland	$5.78M	-$50.4K	3	0.1%	Reduced
505	Optiver Holding Amsterdam, Netherlands	$5.74M	+$3.44M	8	0%	Increased
506	LBP AM Paris, France	$5.74M	+$612K	2	0.08%	Increased
507	Illinois Municipal Retirement Fund Oak Brook, Illinois	$5.69M	-$1.69M	4	0.07%	Reduced
508	ATC Argent Trust Co Nashville, Tennessee	$5.64M	+$6.14M	2	0.19%	New
509	HCA Harbor Capital Advisors Chicago, Illinois	$5.59M	+$1.48M	8	0.45%	Increased
510	Peregrine Capital Management Minneapolis, Minnesota	$5.58M	-$458K	2	0.21%	Reduced
511	NIM Nicollet Investment Management Minneapolis, Minnesota	$5.56M	-$223K	1	1.91%	Reduced
512	LI Leeward Investments Boston, Massachusetts	$5.52M	-$201K	1	0.27%	Reduced
513	Rakuten Investment Management Tokyo, Japan	$5.5M	-$192K	2	0.01%	Reduced
514	Perigon Wealth Management San Francisco, California	$5.48M	-$509K	1	0.1%	Reduced
515	CA Callahan Advisors Houston, Texas	$5.4M	+$3.47M	1	0.45%	Increased
516	BB Bell Bank Fargo, North Dakota	$5.39M	-$540K	1	0.23%	Reduced
517	Advisory Services Network Atlanta, Georgia	$5.15M	-$2M	16	0.07%	Reduced
518	Davidson Kempner Capital Management New York	$5.13M	+$4.53M	1	0.06%	New
519	Bank Julius Baer & Co Zurich, Switzerland	$5.13M	-$1.63M	2	0.02%	Reduced
520	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$5.11M	+$5.42M	1	0.77%	Increased
521	AssetMark Inc Concord, California	$5.1M	+$765K	10	0.01%	Increased
522	SC Stolper & Co Tulsa, Oklahoma	$5.1M	-$724K	1	1.45%	Reduced
523	PCM Prelude Capital Management New York	$5.07M	+$1.28M	6	0.39%	Increased
524	N Numerai San Francisco, California	$5.02M	+$3.8M	3	0.5%	Increased
525	CMF Counterpoint Mutual Funds San Diego, California	$5.02M	+$324K	2	0.75%	Increased