← 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
526	RBC Romano Brothers & Co Evanston, Illinois	$4.17M	-$98.2K	3	0.42%	Reduced
527	F.L. Putnam Investment Management Lynnfield, Massachusetts	$4.16M	+$2.77M	2	0.05%	Increased
528	Caption Management Oklahoma City, Oklahoma	$4.15M	+$2.1M	5	0.02%	Increased
529	BCA Bernzott Capital Advisors Camarillo, California	$4.15M	-$2.08M	1	1.66%	Reduced
530	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$4.11M	-$1.96M	4	0.22%	Reduced
531	WC Waterloo Capital Austin, Texas	$4.1M	+$3.35M	1	0.23%	New
532	Caxton Associates (UK) London,	$4.09M	+$1.79M	4	0.08%	Increased
533	Wealthfront Advisers Palo Alto, California	$4.06M	-$466K	2	0.01%	Reduced
534	Sequoia Financial Advisors Akron, Ohio	$4.03M	+$270K	7	0.02%	Increased
535	Teacher Retirement System of Texas Austin, Texas	$4.02M	-$241K	5	0.01%	Reduced
536	M&T Bank Buffalo, New York	$3.99M	-$587K	7	0.01%	Reduced
537	ET Entropy Technologies New York	$3.98M	-$7.43M	4	0.16%	Reduced
538	Quadrature Capital London, United Kingdom	$3.96M	-$8.62M	5	0.03%	Reduced
539	BOK Financial Tulsa, Oklahoma	$3.96M	-$742K	4	0.05%	Reduced
540	MCB Morton Community Bank East Peoria, Illinois	$3.95M	+$141K	1	0.8%	Increased
541	IFP Advisors Tampa, Florida	$3.91M	+$386K	18	0.07%	Increased
542	Rafferty Asset Management New York	$3.9M	+$700K	2	0.01%	Increased
543	SGA Strategic Global Advisors Newport Beach, California	$3.86M	+$141K	1	0.55%	Increased
544	Nissay Asset Management Tokyo, Japan	$3.86M	+$122K	1	0.02%	Increased
545	United Capital Financial Advisors Irving, Texas	$3.84M	+$406K	6	0.02%	Increased
546	Callan Family Office Radnor, Pennsylvania	$3.83M	+$688K	6	0.07%	Increased
547	WC Wexford Capital West Palm Beach, Florida	$3.79M	+$694K	1	0.48%	Increased
548	TBC Tweedy, Browne Co Stamford, Connecticut	$3.78M	+$1.86M	3	0.29%	Increased
549	CCM Cinctive Capital Management New York	$3.78M	+$837K	1	0.14%	Increased
550	MK MASTERINVEST Kapitalanlage Vienna,	$3.78M	+$881K	1	0.32%	Increased