← 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	EVC Eidelman Virant Capital Saint Louis, Missouri	$2.69M	+$634K	1	1.6%	Increased
527	Glenmede Trust Philadelphia, Pennsylvania	$2.69M	-$38.7M	8	0.01%	Reduced
528	Verition Fund Management Greenwich, Connecticut	$2.66M	+$748K	6	0.21%	Increased
529	Laurion Capital Management New York	$2.65M	-$8.44M	3	0.01%	Reduced
530	Winton Group London, United Kingdom	$2.63M	+$725K	3	0.08%	Increased
531	Global X Management Company New York	$2.61M	+$274K	6	0.07%	Increased
532	BCM Bayesian Capital Management Brooklyn, New York	$2.61M	+$1.08M	3	0.62%	Increased
533	Veritable Wilmington, Delaware	$2.59M	-$69.5K	3	0.05%	Reduced
534	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$2.58M	-$151K	3	0.04%	Reduced
535	Quadrature Capital London, United Kingdom	$2.57M	-$6.58M	2	0.32%	Reduced
536	Pacer Advisors Malvern, Pennsylvania	$2.56M	-$773K	6	0.23%	Reduced
537	Spot Trading Chicago, Illinois	$2.55M	+$700K	2	0.04%	Increased
538	DCM Dean Capital Management Overland Park, Kansas	$2.55M	-$4.09M	1	1.19%	Reduced
539	SC Saybrook Capital Winston Salem, North Carolina	$2.51M	$0	1	1.24%	Maintained
540	IndexIQ Advisors New York	$2.51M	+$2M	2	0.11%	Increased
541	PAM Paradigm Asset Management New York	$2.51M	-$885K	1	0.65%	Reduced
542	Avalon Investment & Advisory Houston, Texas	$2.5M	-$18.6K	1	0.08%	Reduced
543	Palisade Capital Management Fort Lee, New Jersey	$2.5M	$0	1	0.09%	Maintained
544	Sterling Capital Management Charlotte, North Carolina	$2.49M	-$894K	3	0.02%	Reduced
545	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.49M	+$819K	3	0.09%	Increased
546	SP Summit Partners Boston, Massachusetts	$2.47M	$0	1	1.82%	Maintained
547	Mariner Overland Park, Kansas	$2.46M	-$15.9K	3	0.11%	Reduced
548	Meag Munich Ergo Munich, Germany	$2.45M	+$186K	1	0.1%	Increased
549	Bragg Financial Advisors Charlotte, North Carolina	$2.43M	-$1.01M	1	0.37%	Reduced
550	GIA Gargoyle Investment Advisor Englewood, New Jersey	$2.41M	$0	1	0.89%	Maintained