← 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	JSP Jackson Square Partners Larkspur, California	$4.61M	-$313K	2	0.05%	Reduced
577	GIM Goelzer Investment Management Carmel, Indiana	$4.57M	-$259K	1	0.4%	Reduced
578	EF Exeter Financial Scottsdale, Arizona	$4.57M	$0	2	2.48%	Maintained
579	PAG Private Advisory Group Redmond, Washington	$4.57M	+$4.64M	1	0.89%	New
580	B. Metzler seel. Sohn & Co Frankfurt, Germany	$4.52M	+$820K	4	0.06%	Increased
581	TCM Telos Capital Management San Diego, California	$4.52M	+$194K	1	0.59%	Increased
582	CC Cannell & Co New York	$4.47M	+$37.6K	2	0.13%	Increased
583	PGM Parian Global Management Pound Ridge, New York	$4.47M	-$1.54M	1	9.21%	Reduced
584	DJSG D.J. St. Germain Springfield, Massachusetts	$4.47M	+$325K	1	0.25%	Increased
585	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.46M	+$375K	5	0.16%	Increased
586	Woodline Partners San Francisco, California	$4.45M	+$3.51M	2	0.07%	Increased
587	EP Edgestream Partners Princeton, New Jersey	$4.45M	-$4.55M	3	0.35%	Reduced
588	NCGI Next Century Growth Investors Plymouth, Minnesota	$4.45M	+$958K	1	0.44%	Increased
589	Madison Asset Management Madison, Wisconsin	$4.38M	-$2.84M	1	0.06%	Reduced
590	MA Mudita Advisors London, United Kingdom	$4.36M	+$830K	1	2.91%	Increased
591	Assenagon Asset Management Senningerberg, Luxembourg	$4.29M	-$13.7M	5	0.01%	Reduced
592	VanEck Associates New York	$4.29M	+$693K	2	0.01%	Increased
593	Kentucky Retirement Systems Frankfort, Kentucky	$4.28M	+$174K	4	0.18%	Increased
594	CX Institutional Auburn, Indiana	$4.27M	+$4.34M	1	0.34%	New
595	Vestcor Inc Fredericton, New Brunswick, Canada	$4.22M	-$1.71M	5	0.14%	Reduced
596	Atria Investments Charlotte, North Carolina	$4.21M	+$444K	2	0.07%	Increased
597	BG Bollard Group Boston, Massachusetts	$4.14M	+$618K	2	0.13%	Increased
598	Orion Portfolio Solutions Omaha, Nebraska	$4.14M	+$13.9K	2	0.15%	Increased
599	First Eagle Investment Management New York	$4.12M	+$2.62M	2	0.01%	Increased
600	OneDigital Investment Advisors Overland Park, Kansas	$4.12M	+$13.4K	2	0.16%	Increased