← 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
576	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$2.88M	+$2.84M	1	0.23%	New
577	Horizon Investments Charlotte, North Carolina	$2.86M	+$2.4M	3	0.07%	Increased
578	WAM Wakefield Asset Management Englewood, Colorado	$2.85M	+$975K	3	1.36%	Increased
579	GIA GHP Investment Advisors Denver, Colorado	$2.83M	+$127K	1	0.35%	Increased
580	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$2.81M	-$1.09M	1	1.28%	Reduced
581	Quantbot Technologies New York	$2.79M	+$2.48M	3	0.37%	Increased
582	TCM Teza Capital Management Chicago, Illinois	$2.77M	+$2.48M	4	0.61%	New
583	Empowered Funds Havertown, Pennsylvania	$2.77M	+$2.52M	2	1.07%	New
584	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$2.75M	-$3.93M	1	1.13%	Reduced
585	Intact Investment Management Montreal, Quebec, Canada	$2.75M	-$1.84M	1	0.1%	Reduced
586	SM Sciencast Management Princeton, New Jersey	$2.72M	+$1.29M	3	0.68%	Increased
587	CCM Cohen Capital Management Corte Madera, California	$2.68M	$0	1	0.66%	Maintained
588	AG AlphaSimPlex Group Boston, Massachusetts	$2.68M	+$1.5M	5	2.01%	Increased
589	RIM Redwood Investment Management Scottsdale, Arizona	$2.68M	-$979K	3	0.77%	Reduced
590	Rafferty Asset Management New York	$2.66M	+$2.24M	3	0.04%	Increased
591	AGM Alpine Global Management New York	$2.66M	-$1.2M	1	0.47%	Reduced
592	ARMC American Research & Management Company Marion, Massachusetts	$2.66M	$0	1	0.81%	Maintained
593	ARI Applied Research Investments Wilmington, Delaware	$2.66M	+$2.26M	1	2.32%	New
594	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$2.65M	$0	1	1.19%	Maintained
595	RBF Capital San Francisco, California	$2.64M	-$796K	1	0.29%	Reduced
596	BG Bollard Group Boston, Massachusetts	$2.64M	-$1.4M	3	0.1%	Reduced
597	CP Covenant Partners Nashville, Tennessee	$2.63M	+$395K	3	1.22%	Increased
598	P Pitcairn Conshohocken, Pennsylvania	$2.62M	+$531K	4	0.25%	Increased
599	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$2.61M	-$97.6K	4	0.17%	Reduced
600	EI EAM Investors Solana Beach, California	$2.6M	-$2.45M	1	0.58%	Reduced