← 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	MIP Marietta Investment Partners Milwaukee, Wisconsin	$5.22M	-$84.4K	1	1.46%	Reduced
552	Bessemer Group Woodbridge, New Jersey	$5.2M	-$8.64M	12	0.01%	Reduced
553	RSS Rosenblum Silverman Sutton San Francisco, California	$5.17M	+$79.9K	1	1.76%	Increased
554	Ameritas Investment Partners Lincoln, Nebraska	$5.13M	-$450	17	0.21%	Reduced
555	Cresset Asset Management Chicago, Illinois	$5.13M	-$171K	6	0.02%	Reduced
556	Boothbay Fund Management New York	$5.12M	+$1.9M	7	0.12%	Increased
557	TCM Teza Capital Management Chicago, Illinois	$5.12M	+$4.54M	8	0.83%	Increased
558	BCM Bayesian Capital Management Brooklyn, New York	$5.1M	-$292K	6	0.58%	Reduced
559	FIA FNY Investment Advisers New York	$5.09M	+$5.82M	2	3.03%	Increased
560	LGT Capital Partners Pfaeffikon, Switzerland	$5.07M	$0	1	0.18%	Maintained
561	Gulf International Bank (UK) London, United Kingdom	$5.01M	-$568K	4	0.14%	Reduced
562	Flat Footed LLC Wilson, Wyoming	$5M	+$5.4M	1	0.56%	New
563	West Coast Financial Santa Barbara, California	$4.98M	+$18.1K	1	0.74%	Increased
564	Castleark Management Chicago, Illinois	$4.94M	-$12.8M	1	0.25%	Reduced
565	OneDigital Investment Advisors Overland Park, Kansas	$4.9M	-$179K	3	0.11%	Reduced
566	Bell Bank Fargo, North Dakota	$4.89M	+$5.5M	1	0.54%	New
567	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$4.89M	+$318K	4	0.08%	Increased
568	Phocas Financial Corp Alameda, California	$4.81M	-$5.01M	1	0.7%	Reduced
569	Rafferty Asset Management New York	$4.78M	+$458K	4	0.03%	Increased
570	Granite Investment Partners El Segundo, California	$4.77M	-$348K	1	0.2%	Reduced
571	Group One Trading Chicago, Illinois	$4.62M	-$1.17M	7	0.02%	Reduced
572	Numerai San Francisco, California	$4.59M	+$5.62M	1	1.53%	New
573	EWM Elite Wealth Management Kirkland, Washington	$4.56M	$0	2	0.33%	Maintained
574	Simplicity Solutions Minneapolis, Minnesota	$4.56M	+$356K	4	0.15%	Increased
575	AustralianSuper Melbourne, Australia	$4.55M	-$8.84M	1	0.03%	Reduced