← 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	BAM Bullseye Asset Management Denver, Colorado	$4.69M	$0	1	2.34%	Maintained
577	RIM Redwood Investment Management Scottsdale, Arizona	$4.68M	+$391K	4	0.5%	Increased
578	Chicago Capital Chicago, Illinois	$4.65M	-$9.54K	1	0.11%	Reduced
579	Horizon Investments Charlotte, North Carolina	$4.64M	+$4.18M	5	0.07%	Increased
580	Advisory Services Network Atlanta, Georgia	$4.62M	-$119K	4	0.07%	Reduced
581	MCB Morton Community Bank East Peoria, Illinois	$4.59M	+$60.8K	1	1.14%	Increased
582	PSP Principal Street Partners Memphis, Tennessee	$4.58M	+$156K	1	0.45%	Increased
583	Carnegie Investment Counsel Pepper Pike, Ohio	$4.54M	+$57.5K	2	0.09%	Increased
584	A AlphaQuest New York	$4.53M	+$2.73M	13	0.45%	Increased
585	Capstone Investment Advisors New York	$4.53M	+$4.98M	6	0.01%	New
586	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$4.53M	+$2.69M	3	0.09%	Increased
587	Arkadios Wealth Advisors Atlanta, Georgia	$4.49M	+$398K	2	0.13%	Increased
588	Sterling Capital Management Charlotte, North Carolina	$4.47M	-$1.32M	17	0.06%	Reduced
589	GS GWN Securities Palm Beach Gardens, Florida	$4.46M	-$1.62M	1	0.83%	Reduced
590	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.45M	$0	5	0.15%	Maintained
591	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$4.42M	-$1.51M	2	0.04%	Reduced
592	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$4.39M	+$756K	13	0%	Increased
593	Saba Capital Management New York	$4.35M	+$717K	2	0.1%	Increased
594	Brown Advisory Baltimore, Maryland	$4.34M	-$659K	3	0.01%	Reduced
595	OAM Ostrum Asset Management Paris, France	$4.33M	+$1.25M	3	0.2%	Increased
596	FMI F/M Investments Washington, District of Columbia	$4.31M	+$1.09M	1	0.16%	Increased
597	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$4.3M	-$547K	3	0.48%	Reduced
598	Prime Capital Investment Advisors Overland Park, Kansas	$4.28M	-$560K	1	0.06%	Reduced
599	4A 4D Advisors Redondo Beach, California	$4.27M	-$354K	1	2.3%	Reduced
600	TIAM TT International Asset Management London, United Kingdom	$4.26M	+$3.27M	1	0.81%	Increased