← 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	Wealthfront Advisers Palo Alto, California	$5.43M	-$5.93M	3	0.01%	Reduced
552	WAM Wilson Asset Management Sydney, Australia	$5.41M	+$637K	1	1.33%	Increased
553	QIM Quantitative Investment Management Charlottesville, Virginia	$5.38M	+$5.44M	3	0.72%	New
554	Wolverine Asset Management Chicago, Illinois	$5.32M	+$157K	3	0.05%	Increased
555	GCP GSA Capital Partners London, United Kingdom	$5.31M	-$2.97M	6	0.37%	Reduced
556	Shelton Capital Management Denver, Colorado	$5.3M	-$8.28M	3	0.12%	Reduced
557	Walleye Trading New York	$5.27M	+$186K	9	0.01%	Increased
558	KFO Kopp Family Office Bloomington, Minnesota	$5.27M	-$61.9K	1	3.41%	Reduced
559	SGA Strategic Global Advisors Newport Beach, California	$5.25M	+$291K	1	0.86%	Increased
560	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$5.1M	+$1.73M	6	0.01%	Increased
561	Peregrine Capital Management Minneapolis, Minnesota	$5.08M	-$158K	2	0.15%	Reduced
562	Banque Pictet & Cie Geneva 73, Switzerland	$5.06M	-$528K	4	0.04%	Reduced
563	AC AWH Capital Dallas, Texas	$5.04M	$0	1	5.88%	Maintained
564	MHP Manatuck Hill Partners Westport, Connecticut	$4.98M	+$3.68M	3	1.87%	Increased
565	AI Atom Investors Austin, Texas	$4.94M	+$2.15M	4	0.44%	Increased
566	Fifth Third Bancorp Cincinnati, Ohio	$4.93M	+$73K	13	0.02%	Increased
567	SummitTX Capital Fort Worth, Texas	$4.84M	-$6.26M	5	0.21%	Reduced
568	FRM Fox Run Management Greenwich, Connecticut	$4.83M	+$1.22M	5	0.81%	Increased
569	AC AXQ Capital Jersey City, New Jersey	$4.83M	+$3.09M	5	1.56%	Increased
570	&Partners Nashville, Tennessee	$4.78M	+$1.64M	6	0.04%	Increased
571	IA Inspire Advisors Meridian, Idaho	$4.75M	+$1.24M	4	0.49%	Increased
572	Envestnet Portfolio Solutions Chicago, Illinois	$4.75M	-$494K	5	0.02%	Reduced
573	Becker Capital Management Portland, Oregon	$4.74M	-$661K	1	0.15%	Reduced
574	BCM Bayesian Capital Management Brooklyn, New York	$4.72M	-$796K	2	0.75%	Reduced
575	iA Global Asset Management Quebec, Quebec, Canada	$4.69M	-$1.63M	3	0.07%	Reduced