← 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	iA Global Asset Management Quebec, Quebec, Canada	$6.44M	+$2.92M	3	0.11%	Increased
527	Generali Asset Management Trieste, Italy	$6.44M	-$1.77M	2	0.16%	Reduced
528	AC AWH Capital Dallas, Texas	$6.31M	-$1.16M	1	9.14%	Reduced
529	Davenport & Co Richmond, Virginia	$6.25M	-$4.26M	3	0.04%	Reduced
530	NIM Nicollet Investment Management Minneapolis, Minnesota	$6.25M	+$6.3K	1	2.2%	Increased
531	WAM Wilson Asset Management Sydney, Australia	$6.24M	+$6.16M	1	1.67%	New
532	Bank of Nova Scotia Toronto, Ontario, Canada	$6.24M	-$1.72M	4	0.01%	Reduced
533	Candriam SCA Strassen, Luxembourg, Luxembourg	$6.24M	-$804K	3	0.04%	Reduced
534	Soleus Capital Management Greenwich, Connecticut	$6.21M	+$7.06M	1	0.45%	New
535	ET Equitable Trust Nashville, Tennessee	$6.2M	-$267K	2	0.34%	Reduced
536	Sterling Capital Management Charlotte, North Carolina	$6.18M	-$1.4M	17	0.1%	Reduced
537	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$6.18M	-$450K	3	0.06%	Reduced
538	GS GWN Securities Palm Beach Gardens, Florida	$6.14M	+$6.32M	4	0.35%	Increased
539	Empirical Wealth Management Seattle, Washington	$6.13M	+$6.08M	4	0.16%	Increased
540	EIP Easterly Investment Partners Beverly, Massachusetts	$6.1M	+$4.24M	1	0.51%	Increased
541	Peregrine Capital Management Minneapolis, Minnesota	$6.03M	-$6.2M	2	0.2%	Reduced
542	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$6.02M	+$4.29M	6	0.27%	Increased
543	BBL Beck Bode LLC Dedham, Massachusetts	$6.02M	+$299K	2	1.12%	Increased
544	Gateway Investment Advisers Cincinnati, Ohio	$5.99M	+$3.44M	3	0.07%	Increased
545	Maryland State Retirement & Pension System Baltimore, Maryland	$5.98M	-$1.04M	10	0.14%	Reduced
546	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$5.98M	-$1.84M	4	0.06%	Reduced
547	Bessemer Group Woodbridge, New Jersey	$5.92M	-$8.07M	14	0.01%	Reduced
548	Emerald Advisers Leola, Pennsylvania	$5.89M	-$135K	1	0.27%	Reduced
549	AIA Group Hong Kong	$5.84M	+$3.43M	2	0.14%	Increased
550	AAA Adams Asset Advisors Dallas, Texas	$5.82M	+$176K	1	0.8%	Increased