← 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	CSM Advisors Warrendale, Pennsylvania	$6.15M	+$5.75M	1	0.18%	New
527	Rafferty Asset Management New York	$6.07M	+$580K	4	0.02%	Increased
528	Aquatic Capital Management Chicago, Illinois	$6.03M	-$14.8M	4	0.12%	Reduced
529	BCA Bernzott Capital Advisors Camarillo, California	$6.02M	+$650K	1	3.08%	Increased
530	QGA Q Global Advisors Fort Worth, Texas	$6.02M	+$1.89M	1	5.07%	Increased
531	BOK Financial Tulsa, Oklahoma	$6M	-$900K	7	0.1%	Reduced
532	Clifford Swan Investment Counsel Pasadena, California	$5.95M	-$1.13M	2	0.21%	Reduced
533	SC Stolper & Co Tulsa, Oklahoma	$5.94M	-$96.3K	1	1.95%	Reduced
534	EAM Eukles Asset Management Cincinnati, Ohio	$5.93M	+$1.85K	2	2.43%	Increased
535	Readystate Asset Management Chicago, Illinois	$5.93M	+$4.16M	3	0.18%	Increased
536	GIA GHP Investment Advisors Denver, Colorado	$5.87M	-$171K	4	0.26%	Reduced
537	RSS Rosenblum Silverman Sutton San Francisco, California	$5.85M	+$66.4K	1	1.42%	Increased
538	Candriam SCA Strassen, Luxembourg, Luxembourg	$5.79M	+$151K	3	0.03%	Increased
539	HSA Hussman Strategic Advisors Ellicott City, Maryland	$5.78M	+$2.13M	4	1.32%	Increased
540	Perigon Wealth Management San Francisco, California	$5.77M	-$276K	1	0.13%	Reduced
541	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$5.71M	-$1.51M	4	0.14%	Reduced
542	Bank Julius Baer & Co Zurich, Switzerland	$5.64M	+$4.8M	1	0.02%	Increased
543	AFA Abacus FCF Advisors Orlando, Florida	$5.63M	+$5.6M	1	0.79%	New
544	PD Point72 (DIFC) Dubai, United Arab Emirates	$5.61M	+$4.92M	5	0.21%	Increased
545	Dakota Wealth Management Palm Beach Gardens, Florida	$5.54M	+$801K	2	0.12%	Increased
546	Maryland State Retirement & Pension System Baltimore, Maryland	$5.52M	+$31.6K	10	0.12%	Increased
547	Jain Global New York	$5.49M	+$1.54M	6	0.04%	Increased
548	Emerald Advisers Leola, Pennsylvania	$5.47M	+$231K	1	0.2%	Increased
549	EIP Easterly Investment Partners Beverly, Massachusetts	$5.45M	-$500K	1	0.39%	Reduced
550	Kovitz Investment Group Partners Chicago, Illinois	$5.45M	+$4.68M	3	0.02%	Increased