← 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	Brookfield Corp Toronto, Ontario, Canada	$5.21M	+$3.48M	2	0.02%	Increased
527	Great Lakes Advisors Chicago, Illinois	$5.2M	+$2.15M	3	0.08%	Increased
528	GIA GHP Investment Advisors Denver, Colorado	$5.2M	+$363K	1	0.41%	Increased
529	JIR James Investment Research Alpha, Ohio	$5.16M	-$97.3K	3	0.48%	Reduced
530	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$5.15M	+$433K	3	0.06%	Increased
531	HAM Harber Asset Management Asheville, North Carolina	$5.03M	+$5.55M	1	1.21%	New
532	NHAS Novo Holdings A/S Hellerup, Denmark	$4.96M	-$5.19M	1	0.26%	Reduced
533	CAM Cozad Asset Management Champaign, Illinois	$4.93M	-$1.19M	2	0.77%	Reduced
534	OAM Optimal Asset Management Los Altos, California	$4.92M	+$13.2K	3	0.62%	Increased
535	MML Investors Services Springfield, Massachusetts	$4.85M	+$18.3K	4	0.04%	Increased
536	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.82M	-$489K	5	0.17%	Reduced
537	Miller Howard Investments Kingston, New York	$4.81M	+$4.81M	1	0.2%	New
538	Vident Investment Advisory Alpharetta, Georgia	$4.79M	-$2.14M	4	0.14%	Reduced
539	Peregrine Capital Management Minneapolis, Minnesota	$4.79M	+$6.86M	1	0.1%	New
540	Ossiam Paris, France	$4.75M	-$1.78M	3	0.13%	Reduced
541	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$4.74M	+$3.89M	2	0.87%	Increased
542	Ghisallo Capital Management Boston, Massachusetts	$4.73M	+$6.17M	2	0.18%	New
543	EF Exeter Financial Scottsdale, Arizona	$4.71M	$0	2	2.81%	Maintained
544	BB Bell Bank Fargo, North Dakota	$4.71M	+$4.7M	1	0.59%	New
545	CB Cadence Bank Tupelo, Mississippi	$4.7M	+$5.18M	1	0.66%	New
546	Wealth Enhancement Advisory Services Plymouth, Minnesota	$4.69M	+$24.1K	1	0.07%	Increased
547	TCM Telos Capital Management San Diego, California	$4.67M	-$1.2M	1	0.64%	Reduced
548	SAM Shell Asset Management The Hague, Netherlands	$4.65M	-$3.99M	9	0.1%	Reduced
549	HSA Hussman Strategic Advisors Ellicott City, Maryland	$4.59M	+$929K	3	1.01%	Increased
550	EH EMG Holdings Old Greenwich, Connecticut	$4.59M	+$4.88M	2	0.51%	New