← 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	BPIM Brant Point Investment Management New York	$4.46M	+$1.76M	2	0.53%	Increased
527	OneDigital Investment Advisors Overland Park, Kansas	$4.44M	+$14.9K	2	0.23%	Increased
528	AI Atom Investors Austin, Texas	$4.35M	+$3.11M	2	0.44%	Increased
529	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$4.34M	-$61.8K	6	0.06%	Reduced
530	TAMH Taikang Asset Management (HK) Hong Kong	$4.32M	+$561K	1	0.64%	Increased
531	Quantbot Technologies New York	$4.31M	+$138K	5	0.45%	Increased
532	Elo Mutual Pension Insurance Espoo, Finland	$4.26M	+$4.07M	3	0.14%	New
533	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$4.25M	-$30.1K	4	0.12%	Reduced
534	NA Navellier & Associates Reno, Nevada	$4.24M	+$674K	2	0.77%	Increased
535	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$4.19M	-$789K	2	0.25%	Reduced
536	SIM Sentry Investment Management Stevens Point, Wisconsin	$4.18M	$0	4	0.21%	Maintained
537	TCM Telos Capital Management San Diego, California	$4.16M	-$195K	1	0.63%	Reduced
538	Exencial Wealth Advisors Oklahoma City, Oklahoma	$4.14M	-$52.2K	1	0.28%	Reduced
539	RBA Richard Bernstein Advisors New York	$4.13M	$0	1	0.1%	Maintained
540	Kentucky Retirement Systems Frankfort, Kentucky	$4.13M	+$77.2K	4	0.21%	Increased
541	C WorldWide Group Copenhagen, Denmark	$4.09M	$0	1	0.04%	Maintained
542	GA Gagnon Advisors New York	$4.08M	+$740K	1	1.84%	Increased
543	DA Duality Advisers Miami, Florida	$4.04M	-$5.33M	2	0.3%	Reduced
544	Mariner Overland Park, Kansas	$4.03M	+$75.1K	2	0.03%	Increased
545	Caption Management Oklahoma City, Oklahoma	$4M	+$3.47M	1	0.09%	Increased
546	BOK Financial Tulsa, Oklahoma	$3.96M	-$79.3K	4	0.08%	Reduced
547	EAM Eukles Asset Management Cincinnati, Ohio	$3.92M	+$64.4K	1	2.71%	Increased
548	MAI Capital Management Independence, Ohio	$3.91M	-$57.1K	3	0.1%	Reduced
549	CRWM Castle Rock Wealth Management Walnut Creek, California	$3.91M	+$3.91M	2	1.63%	New
550	CEI Clark Estates Inc New York	$3.89M	$0	1	0.55%	Maintained