← 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	FP Factorial Partners Mt. Kisco, New York	$5.13M	$0	1	2.95%	Maintained
577	Y-Intercept (HK) Hong Kong	$5.11M	-$10.8M	4	0.31%	Reduced
578	Meag Munich Ergo Munich, Germany	$5.08M	-$281K	1	0.16%	Reduced
579	Savant Capital Rockford, Illinois	$5.06M	+$840K	6	0.04%	Increased
580	Exchange Traded Concepts Oklahoma City, Oklahoma	$5.05M	+$1.1M	10	0.12%	Increased
581	New Mexico Educational Retirement Board Santa Fe, New Mexico	$5.03M	-$131K	5	0.17%	Reduced
582	RBC Romano Brothers & Co Evanston, Illinois	$5.03M	-$39.7K	3	0.63%	Reduced
583	Fifth Third Bancorp Cincinnati, Ohio	$5.02M	-$120K	13	0.02%	Reduced
584	A AlphaQuest New York	$5M	+$3.23M	10	0.44%	Increased
585	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$4.99M	-$162K	1	0.58%	Reduced
586	Scotia Capital Toronto, Ontario, Canada	$4.94M	+$654K	4	0.03%	Increased
587	Sarasin & Partners London, United Kingdom	$4.94M	-$779K	2	0.05%	Reduced
588	Wolverine Asset Management Chicago, Illinois	$4.93M	+$1.88M	3	0.05%	Increased
589	EA Ellsworth Advisors Hudson, Ohio	$4.92M	+$4.5M	1	1.27%	New
590	Ritholtz Wealth Management New York	$4.9M	+$1.63M	4	0.15%	Increased
591	HA Heartland Advisors Milwaukee, Wisconsin	$4.86M	+$4.95M	1	0.25%	New
592	SCA Snowden Capital Advisors New York	$4.85M	-$2.43M	4	0.14%	Reduced
593	QCM Qsemble Capital Management New York	$4.82M	+$2.88M	3	0.89%	Increased
594	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$4.79M	+$104K	13	0%	Increased
595	Armistice Capital New York	$4.79M	+$6.09M	1	0.08%	New
596	Kentucky Retirement Systems Frankfort, Kentucky	$4.76M	-$426K	4	0.14%	Reduced
597	Oversea-Chinese Banking Corp (OCBC) Singapore	$4.75M	+$646K	1	0.13%	Increased
598	TW Trajan Wealth Scottsdale, Arizona	$4.74M	+$151K	1	0.28%	Increased
599	APF Alaska Permanent Fund Juneau, Alaska	$4.72M	$0	3	0.07%	Maintained
600	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$4.69M	-$117K	3	2.38%	Reduced