← 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
551	O'Shaughnessy Asset Management Stamford, Connecticut	$5.92M	+$360K	8	0.09%	Increased
552	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$5.91M	-$507K	8	0.61%	Reduced
553	Jefferies Financial Group New York	$5.89M	+$4.53M	4	0.05%	Increased
554	Steward Partners Investment Advisory New York	$5.88M	+$437K	11	0.09%	Increased
555	LG LaFleur & Godfrey Grand Rapids, Michigan	$5.88M	-$587K	1	0.88%	Reduced
556	KFO Kopp Family Office Bloomington, Minnesota	$5.88M	+$1.11M	1	3.16%	Increased
557	TF Trek Financial Scottsdale, Arizona	$5.87M	+$227K	1	0.52%	Increased
558	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$5.87M	+$793K	3	0.53%	Increased
559	AAP Ardsley Advisory Partners Stamford, Connecticut	$5.86M	-$896K	1	0.99%	Reduced
560	Rafferty Asset Management New York	$5.84M	+$499K	4	0.03%	Increased
561	ET Equitable Trust Nashville, Tennessee	$5.77M	+$743K	3	0.44%	Increased
562	BCM Bayesian Capital Management Brooklyn, New York	$5.73M	+$5.16M	7	0.62%	Increased
563	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$5.73M	-$14.9K	1	0.6%	Reduced
564	AA AlphaCentric Advisors San Juan, Puerto Rico	$5.7M	+$4.63M	3	3.16%	Increased
565	Tidal Investments Milwaukee, Wisconsin	$5.68M	+$2.08M	6	0.17%	Increased
566	BCM Birch Capital Management Dallas, Texas	$5.68M	-$30.6K	2	3.45%	Reduced
567	Kentucky Retirement Systems Frankfort, Kentucky	$5.67M	+$115K	4	0.19%	Increased
568	EWM Elite Wealth Management Kirkland, Washington	$5.64M	$0	2	0.43%	Maintained
569	NM Newtyn Management New York	$5.64M	-$15.2M	2	1.33%	Reduced
570	WCM Wallace Capital Management Dallas, Texas	$5.62M	-$54.5K	1	0.87%	Reduced
571	TCM Telos Capital Management San Diego, California	$5.62M	+$136K	3	0.75%	Increased
572	GCP GSA Capital Partners London, United Kingdom	$5.61M	-$213K	6	0.56%	Reduced
573	Hudson Bay Capital Management Stamford, Connecticut	$5.6M	-$939K	2	0.04%	Reduced
574	Daiwa Securities Group Tokyo, Japan	$5.59M	+$200K	4	0.04%	Increased
575	Parallax Volatility Advisers San Francisco, California	$5.59M	+$2.63M	4	0.01%	Increased