← 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	BSCM Berry Street Capital Management London, United Kingdom	$6.23M	+$4.66M	1	1.71%	New
527	Vanguard Personalized Indexing Management Oakland, California	$6.2M	-$525K	6	0.26%	Reduced
528	SG Stonnington Group Pasadena, California	$6.18M	-$188K	2	1.71%	Reduced
529	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$6.08M	-$205K	1	2.05%	Reduced
530	Perigon Wealth Management San Francisco, California	$6.07M	+$629K	1	0.38%	Increased
531	AAM AMI Asset Management Los Angeles, California	$6.04M	-$290K	2	0.42%	Reduced
532	HCM Hillman Capital Management Bethesda, Maryland	$6.04M	-$1.54M	1	2.37%	Reduced
533	VanEck Associates New York	$6M	+$1M	7	0.02%	Increased
534	Jefferies Financial Group New York	$5.95M	+$5.96M	5	0.04%	New
535	JSP Jackson Square Partners Larkspur, California	$5.93M	+$1.4M	1	0.16%	Increased
536	Cambridge Investment Research Advisors Fairfield, Iowa	$5.89M	-$1.01M	4	0.03%	Reduced
537	Penserra Capital Management Orinda, California	$5.83M	+$5.23M	3	0.13%	New
538	MCM Makena Capital Management Menlo Park, California	$5.8M	-$1.11M	1	1.09%	Reduced
539	Orion Portfolio Solutions Omaha, Nebraska	$5.79M	+$401K	2	0.2%	Increased
540	SAM Securian Asset Management St Paul, Minnesota	$5.77M	+$4.89K	5	0.16%	Increased
541	C WorldWide Group Copenhagen, Denmark	$5.77M	-$9.01K	1	0.08%	Reduced
542	SAM Shell Asset Management The Hague, Netherlands	$5.76M	+$1.03M	10	0.25%	Increased
543	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$5.73M	+$667K	7	1.37%	Increased
544	KIC Keating Investment Counselors Delray Beach, Florida	$5.71M	-$2.41M	2	2.23%	Reduced
545	PHS Pekin Hardy Strauss Chicago, Illinois	$5.71M	+$1.43M	2	0.79%	Increased
546	CCM Cinctive Capital Management New York	$5.7M	+$5.4M	2	0.28%	New
547	PSP Principal Street Partners Memphis, Tennessee	$5.65M	+$21.9K	1	1.42%	Increased
548	Mount Yale Investment Advisors Denver, Colorado	$5.62M	-$1.33M	3	0.64%	Reduced
549	EF Exeter Financial Scottsdale, Arizona	$5.59M	-$16.2K	2	2.91%	Reduced
550	CC Cipher Capital New York	$5.59M	+$574K	3	1.06%	Increased