← 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	EAM Eukles Asset Management Cincinnati, Ohio	$5.48M	-$33K	1	2.13%	Reduced
527	WBC Westpac Banking Corp Sydney, Australia	$5.43M	+$5.45M	1	0.34%	Increased
528	Rafferty Asset Management New York	$5.4M	-$183K	4	0.02%	Reduced
529	Ruffer LLP London, United Kingdom	$5.4M	+$5.33M	1	0.25%	New
530	Aristotle Capital Management Los Angeles, California	$5.39M	+$5.3M	1	0.01%	New
531	LTM Lotus Technology Management Orlando, Florida	$5.39M	+$5.52M	4	2.99%	New
532	Parallax Volatility Advisers San Francisco, California	$5.38M	-$2.68M	2	0.01%	Reduced
533	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$5.34M	+$4.04M	1	0.33%	Increased
534	AUIM Aegon USA Investment Management Cedar Rapids, Iowa	$5.33M	-$3.12M	1	3.76%	Reduced
535	Mairs & Power Inc St Paul, Minnesota	$5.31M	-$749K	1	0.05%	Reduced
536	Zacks Investment Management Chicago, Illinois	$5.31M	+$1.05M	3	0.04%	Increased
537	Everett Harris & Co Los Angeles, California	$5.28M	+$4.91M	2	0.06%	Increased
538	Wolverine Asset Management Chicago, Illinois	$5.28M	-$1.14M	4	0.04%	Reduced
539	PCM Prelude Capital Management New York	$5.25M	+$4.97M	5	0.39%	Increased
540	BAM Bastion Asset Management Montreal, Canada	$5.24M	+$753K	1	2.89%	Increased
541	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$5.21M	-$2.02M	1	0.05%	Reduced
542	CMF Counterpoint Mutual Funds San Diego, California	$5.18M	+$3.33M	5	0.38%	Increased
543	FM Freemont Management Vaud, Switzerland	$5.16M	+$6M	1	0.9%	New
544	Peregrine Capital Management Minneapolis, Minnesota	$5.12M	-$220K	2	0.16%	Reduced
545	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$5.07M	-$1.5M	1	0.17%	Reduced
546	CP Cumberland Partners Toronto, Ontario, Canada	$5.06M	+$2.05M	1	0.31%	Increased
547	Sterling Capital Management Charlotte, North Carolina	$5.05M	+$1.58M	16	0.08%	Increased
548	D.A. Davidson & Co Great Falls, Montana	$5.04M	-$1.42M	3	0.03%	Reduced
549	NewEdge Advisors New Orleans, Louisiana	$5.02M	+$2.77M	13	0.02%	Increased
550	QGA Q Global Advisors Fort Worth, Texas	$5.01M	-$1.24M	1	4.93%	Reduced