← 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	RC Rovin Capital Mesa, Arizona	$5.23M	+$18.5K	1	3.9%	Increased
527	JIR James Investment Research Alpha, Ohio	$5.23M	+$974K	3	0.45%	Increased
528	Schonfeld Strategic Advisors New York	$5.23M	-$2.45M	5	0.06%	Reduced
529	WesBanco Bank Wheeling, West Virginia	$5.11M	+$304K	3	0.19%	Increased
530	Seizert Capital Partners Birmingham, Michigan	$5.09M	+$1.46M	1	0.24%	Increased
531	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$5.08M	$0	1	0.62%	Maintained
532	Mount Yale Investment Advisors Denver, Colorado	$5.08M	-$997K	1	0.61%	Reduced
533	Gotham Asset Management New York	$5.08M	-$2.66M	6	0.22%	Reduced
534	ING Group Amsterdam, Netherlands	$5.07M	+$193K	3	0.08%	Increased
535	GIA GHP Investment Advisors Denver, Colorado	$5.04M	+$295K	1	0.41%	Increased
536	TAMH Taikang Asset Management (HK) Hong Kong	$5M	$0	1	0.77%	Maintained
537	Carmignac Gestion Paris, France	$4.97M	-$1.39M	1	0.06%	Reduced
538	TC TwinBeech Capital Purchase, New York	$4.96M	-$2.81M	3	0.6%	Reduced
539	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$4.96M	-$5.03M	2	0.02%	Reduced
540	Exchange Traded Concepts Oklahoma City, Oklahoma	$4.93M	+$2.97M	5	0.16%	Increased
541	Ameritas Investment Partners Lincoln, Nebraska	$4.87M	+$573K	13	0.17%	Increased
542	OneDigital Investment Advisors Overland Park, Kansas	$4.83M	+$12.1K	2	0.2%	Increased
543	Quantbot Technologies New York	$4.83M	-$301K	6	0.38%	Reduced
544	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$4.82M	+$1.89M	3	0.05%	Increased
545	KTA Keeley-Teton Advisors Chicago, Illinois	$4.8M	-$56.3K	2	0.51%	Reduced
546	HSA Hussman Strategic Advisors Ellicott City, Maryland	$4.77M	-$769K	3	0.99%	Reduced
547	EWM Elite Wealth Management Kirkland, Washington	$4.75M	$0	2	0.43%	Maintained
548	Orion Portfolio Solutions Omaha, Nebraska	$4.75M	+$1.61K	2	0.19%	Increased
549	MML Investors Services Springfield, Massachusetts	$4.73M	-$531K	4	0.04%	Reduced
550	CEI Clark Estates Inc New York	$4.72M	$0	1	0.62%	Maintained