← 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	B. Metzler seel. Sohn & Co Frankfurt, Germany	$4.29M	-$194K	3	0.08%	Reduced
577	PWC PYA Waltman Capital Knoxville, Tennessee	$4.28M	+$81K	1	2.51%	Increased
578	CapWealth Advisors Franklin, Tennessee	$4.25M	-$2.61K	1	0.56%	Reduced
579	WC Winmill & Co Walpole, New Hampshire	$4.24M	$0	1	1.68%	Maintained
580	MA Mudita Advisors London, United Kingdom	$4.21M	-$1.43M	1	3.91%	Reduced
581	Meag Munich Ergo Munich, Germany	$4.2M	+$110	3	0.26%	Increased
582	LC Littlejohn & Co Greenwich, Connecticut	$4.19M	+$1.71M	1	2.18%	Increased
583	PDT Partners New York	$4.19M	+$1.9M	4	0.63%	Increased
584	Capula Management Grand Cayman, Cayman Islands	$4.18M	+$4.29M	2	0.06%	Increased
585	Vestcor Inc Fredericton, New Brunswick, Canada	$4.17M	+$392K	6	0.16%	Increased
586	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$4.17M	$0	2	3.22%	Maintained
587	TLP Tri Locum Partners New York	$4.15M	-$1.67M	1	1.14%	Reduced
588	Cadence Bank Tupelo, Mississippi	$4.13M	+$27.6K	1	0.43%	Increased
589	FCI Financial Counselors Inc Overland Park, Kansas	$4.11M	-$15.6M	4	0.1%	Reduced
590	Ingalls & Snyder LLC New York	$4.07M	-$403K	2	0.23%	Reduced
591	GHP Investment Advisors Denver, Colorado	$4.02M	+$57.9K	5	0.31%	Increased
592	First Hawaiian Bank Honolulu, Hawaii	$3.99M	-$525K	5	0.15%	Reduced
593	IPW Inlet Private Wealth Jupiter, Florida	$3.99M	+$149K	1	1.19%	Increased
594	Jensen Investment Management Lake Oswego, Oregon	$3.98M	$0	1	0.03%	Maintained
595	PGM Parian Global Management Pound Ridge, New York	$3.97M	+$184K	2	12.89%	Increased
596	Pacer Advisors Malvern, Pennsylvania	$3.96M	-$7.23M	5	0.03%	Reduced
597	D.J. St. Germain Springfield, Massachusetts	$3.94M	$0	1	0.26%	Maintained
598	AIM Aigen Investment Management New York	$3.94M	+$2.93M	2	0.57%	Increased
599	CRWM Castle Rock Wealth Management Walnut Creek, California	$3.9M	+$34	2	1.97%	Increased
600	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$3.89M	+$163K	3	0.09%	Increased