← 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	Vident Advisory Alpharetta, Georgia	$6.37M	+$296K	5	0.11%	Increased
552	ET Equitable Trust Nashville, Tennessee	$6.36M	-$262K	2	0.36%	Reduced
553	Old National Bancorp Evansville, Indiana	$6.32M	-$1.3M	1	0.15%	Reduced
554	TAIM Te Ahumairangi Investment Management Wellington, New Zealand	$6.31M	-$936K	1	1.32%	Reduced
555	Weiss Asset Management Boston, Massachusetts	$6.28M	+$3.34M	1	0.12%	Increased
556	AP AlpInvest Partners Amsterdam, Netherlands	$6.28M	$0	1	6.55%	Maintained
557	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$6.27M	-$2.97M	2	0.1%	Reduced
558	ICM Invenomic Capital Management Boston, Massachusetts	$6.27M	-$998K	1	0.3%	Reduced
559	Harris Associates Chicago, Illinois	$6.27M	-$93.4M	1	0.01%	Reduced
560	Ancora Advisors Cleveland, Ohio	$6.23M	+$3.31M	8	0.14%	Increased
561	IMC Chicago Chicago, Illinois	$6.16M	-$1.22M	2	0%	Reduced
562	1M 13D Management New York	$6.03M	+$6.74M	1	4.47%	New
563	HR Howe & Rusling Rochester, New York	$6.01M	+$1.58M	1	0.52%	Increased
564	First Financial Bankshares Abilene, Texas	$5.99M	-$814K	1	0.13%	Reduced
565	Mizuho Securities USA New York	$5.98M	+$1.97M	4	0.11%	Increased
566	ACM Altium Capital Management New York	$5.95M	+$6.26M	1	1.69%	New
567	PEAK6 Chicago, Illinois	$5.94M	+$6.23M	6	0.01%	New
568	AAA Adams Asset Advisors Dallas, Texas	$5.87M	+$89.9K	1	0.75%	Increased
569	Sarasin & Partners London, United Kingdom	$5.86M	$0	2	0.06%	Maintained
570	Private Management Group Irvine, California	$5.81M	-$3.47M	1	0.21%	Reduced
571	Thornburg Investment Management Santa Fe, New Mexico	$5.81M	-$9.04M	2	0.08%	Reduced
572	Prudential plc London, England, United Kingdom	$5.79M	-$4.28M	3	0.03%	Reduced
573	DIA Dean Investment Associates Beavercreek, Ohio	$5.73M	+$512K	2	0.82%	Increased
574	ACM Arvin Capital Management Austin, Texas	$5.67M	-$385K	1	1.59%	Reduced
575	Elo Mutual Pension Insurance Espoo, Finland	$5.65M	+$672K	3	0.12%	Increased