← 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	Savant Capital Rockford, Illinois	$6.94M	+$1.97M	6	0.05%	Increased
527	CCM Cinctive Capital Management New York	$6.93M	-$6.51M	1	0.35%	Reduced
528	Rafferty Asset Management New York	$6.93M	+$550K	5	0.02%	Increased
529	Simplify Asset Management Las Vegas, Nevada	$6.89M	+$7.26M	1	0.34%	New
530	ACB Aristotle Capital Boston Boston, Massachusetts	$6.89M	-$743K	1	0.26%	Reduced
531	Lansforsakringar Fondforvaltning Stockholm, Sweden	$6.84M	+$7.07M	3	0.04%	New
532	AC AWH Capital Dallas, Texas	$6.84M	$0	1	8.13%	Maintained
533	BCA Bernzott Capital Advisors Camarillo, California	$6.79M	+$258K	1	3.36%	Increased
534	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$6.77M	+$129K	4	0.07%	Increased
535	Mirae Asset Global Investments Seoul, South Korea	$6.75M	+$1.79M	4	0.03%	Increased
536	Glenmede Trust Philadelphia, Pennsylvania	$6.72M	-$15.7M	6	0.03%	Reduced
537	Emerald Advisers Leola, Pennsylvania	$6.7M	-$204K	1	0.26%	Reduced
538	BAM Bullseye Asset Management Denver, Colorado	$6.7M	-$91.4K	1	3.15%	Reduced
539	WI WBI Investments Red Bank, New Jersey	$6.7M	+$1.98M	3	1.67%	Increased
540	BBL Beck Bode LLC Dedham, Massachusetts	$6.67M	+$6.96M	2	1.22%	New
541	GIA GHP Investment Advisors Denver, Colorado	$6.65M	-$271K	4	0.31%	Reduced
542	QRG Capital Management Chicago, Illinois	$6.65M	+$2.51M	4	0.07%	Increased
543	PD Point72 (DIFC) Dubai, United Arab Emirates	$6.62M	+$5.16M	3	0.24%	Increased
544	HRT Financial New York	$6.54M	-$65.1M	4	0.03%	Reduced
545	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$6.48M	$0	1	0.58%	Maintained
546	Brown Advisory Baltimore, Maryland	$6.46M	+$895K	7	0.01%	Increased
547	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$6.44M	+$4.27M	4	0.18%	Increased
548	SC Stolper & Co Tulsa, Oklahoma	$6.41M	-$2.19K	1	2.13%	Reduced
549	SG Sienna Gestion Paris, France	$6.39M	+$6.17M	1	0.43%	Increased
550	NIM Nicollet Investment Management Minneapolis, Minnesota	$6.38M	-$112K	1	2.19%	Reduced