← 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	Exchange Traded Concepts Oklahoma City, Oklahoma	$3.49M	+$1.99M	4	0.16%	Increased
577	LIA LS Investment Advisors Bloomfield Hills, Michigan	$3.49M	+$619K	5	0.18%	Increased
578	Equitable Holdings New York	$3.48M	+$1.12M	2	0.08%	Increased
579	Cullen Capital Management New York	$3.46M	+$263K	1	0.19%	Increased
580	CIA Capital Impact Advisors Boston, Massachusetts	$3.43M	$0	1	0.84%	Maintained
581	Quadrature Capital London, United Kingdom	$3.42M	-$487K	4	0.17%	Reduced
582	B. Metzler seel. Sohn & Co Frankfurt, Germany	$3.41M	+$3.12M	3	0.06%	New
583	GCP GSA Capital Partners London, United Kingdom	$3.4M	+$2.8M	4	0.56%	Increased
584	AGF Investments Inc Toronto, Ontario, Canada	$3.38M	+$3.06M	2	0.03%	New
585	ETM Euclidean Technologies Management Seattle, Washington	$3.34M	$0	1	3.51%	Maintained
586	Parallax Volatility Advisers San Francisco, California	$3.33M	-$8.26M	6	0%	Reduced
587	TC TownSquare Capital Provo, Utah	$3.32M	+$555K	2	0.15%	Increased
588	SP Symmetry Partners Glastonbury, Connecticut	$3.31M	+$203K	4	0.26%	Increased
589	BRCM Bright Rock Capital Management Hanover, Massachusetts	$3.29M	$0	1	0.9%	Maintained
590	Intact Investment Management Montreal, Quebec, Canada	$3.29M	-$10.9K	1	0.11%	Reduced
591	OPA Old Port Advisors Portland, Maine	$3.26M	+$40.8K	1	1.42%	Increased
592	Empirical Finance Havertown, Pennsylvania	$3.25M	+$274K	2	0.57%	Increased
593	HCM Huber Capital Management El Segundo, California	$3.23M	+$42.1K	2	1.06%	Increased
594	B BP London, United Kingdom	$3.22M	-$3.25M	4	0.1%	Reduced
595	PCM Penn Capital Management Philadelphia, Pennsylvania	$3.22M	-$218K	1	0.41%	Reduced
596	SSCM Summit Street Capital Management New York	$3.21M	$0	1	2.4%	Maintained
597	Bragg Financial Advisors Charlotte, North Carolina	$3.2M	+$75.6K	1	0.28%	Increased
598	HVIA Hudson Valley Investment Advisors Goshen, New York	$3.2M	-$1.07M	1	0.61%	Reduced
599	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$3.19M	$0	1	0.53%	Maintained
600	FIM Freedom Investment Management Hartford, Connecticut	$3.13M	-$454K	4	0.34%	Reduced