← 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	Rafferty Asset Management New York	$6.24M	+$773K	5	0.02%	Increased
527	TCM Telos Capital Management San Diego, California	$6.24M	+$230K	3	0.69%	Increased
528	RSS Rosenblum Silverman Sutton San Francisco, California	$6.22M	-$143K	1	1.67%	Reduced
529	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$6.17M	+$77.8K	4	0.07%	Increased
530	SLG Stanley-Laman Group Berwyn, Pennsylvania	$6.16M	-$830K	1	0.89%	Reduced
531	Schonfeld Strategic Advisors New York	$6.14M	-$16.3M	10	0.04%	Reduced
532	DAM Deltec Asset Management New York	$6.1M	+$3.76M	1	1.17%	Increased
533	PSP Principal Street Partners Memphis, Tennessee	$6M	-$4.69K	1	1.08%	Reduced
534	SC Stolper & Co Tulsa, Oklahoma	$5.96M	+$75.8K	1	2.1%	Increased
535	AAA Adams Asset Advisors Dallas, Texas	$5.92M	$0	1	0.77%	Maintained
536	PPW Parcion Private Wealth Bellevue, Washington	$5.88M	-$286K	1	0.54%	Reduced
537	Ancora Advisors Cleveland, Ohio	$5.88M	-$94.7K	5	0.15%	Reduced
538	Brown Advisory Baltimore, Maryland	$5.87M	-$390K	5	0.01%	Reduced
539	HSA Hussman Strategic Advisors Ellicott City, Maryland	$5.87M	-$891K	3	1.62%	Reduced
540	Sarasin & Partners London, United Kingdom	$5.83M	+$1.85M	2	0.05%	Increased
541	DZ Bank Frankfurt Am Main, Germany	$5.75M	+$4.63M	5	0.01%	Increased
542	SGH Sivik Global Healthcare Greenwich, Connecticut	$5.74M	-$6.99M	1	2.06%	Reduced
543	ING Group Amsterdam, Netherlands	$5.71M	+$1.81M	2	0.03%	Increased
544	GIP Granite Investment Partners El Segundo, California	$5.61M	+$3.88M	2	0.23%	Increased
545	Advisors Asset Management Monument, Colorado	$5.59M	-$424K	5	0.11%	Reduced
546	Factory Mutual Insurance Waltham, Massachusetts	$5.59M	+$5.67M	1	0.06%	New
547	VF Virtu Financial New York	$5.56M	+$5.22M	5	0.39%	Increased
548	PMIA Patrick Mauro Investment Advisor Oak Brook, Illinois	$5.56M	-$14.4K	2	3.23%	Reduced
549	HCM Hillman Capital Management Bethesda, Maryland	$5.55M	-$35.7K	1	1.96%	Reduced
550	Glenmede Trust Philadelphia, Pennsylvania	$5.54M	+$295K	6	0.03%	Increased