← 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
601	Rhenman & Partners Asset Management Stockholm, Sweden	$5M	-$6.57M	1	0.53%	Reduced
602	Westpac Banking Corp Sydney, Australia	$5M	-$6.13M	3	0.35%	Reduced
603	GHP Investment Advisors Denver, Colorado	$4.99M	+$268K	4	0.29%	Increased
604	EAM Eukles Asset Management Cincinnati, Ohio	$4.94M	+$38.3K	2	2.53%	Increased
605	Meritage Portfolio Management Overland Park, Kansas	$4.93M	+$2.35M	1	0.35%	Increased
606	Magnetar Financial Evanston, Illinois	$4.92M	-$1.37M	3	0.11%	Reduced
607	Cetera Investment Advisers Schaumburg, Illinois	$4.92M	+$1.26M	6	0.04%	Increased
608	Martingale Asset Management Boston, Massachusetts	$4.89M	+$1.16M	6	0.1%	Increased
609	MHP Manatuck Hill Partners Westport, Connecticut	$4.88M	$0	1	2.32%	Maintained
610	Oberweis Asset Management Lisle, Illinois	$4.84M	+$510K	3	0.59%	Increased
611	1834 Investment Advisors Milwaukee, Wisconsin	$4.84M	+$83.3K	1	0.58%	Increased
612	CCLA Investment Management London, United Kingdom	$4.82M	+$65.7K	1	0.09%	Increased
613	FCI Financial Counselors Inc Overland Park, Kansas	$4.8M	-$4.56K	4	0.1%	Reduced
614	Erste Asset Management Vienna, Austria	$4.78M	+$170K	1	0.08%	Increased
615	CC Cipher Capital New York	$4.72M	-$5.44M	3	0.81%	Reduced
616	Parkman Healthcare Partners Stamford, Connecticut	$4.7M	+$4.13M	1	0.81%	New
617	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$4.66M	+$1.46M	2	2.81%	Increased
618	LFCM Long Focus Capital Management San Juan, Puerto Rico	$4.62M	+$4.08M	2	0.21%	Increased
619	IPW Inlet Private Wealth Jupiter, Florida	$4.58M	+$53.4K	1	1.16%	Increased
620	Sit Investment Associates Minneapolis, Minnesota	$4.57M	-$1.83M	1	0.12%	Reduced
621	CapWealth Advisors Franklin, Tennessee	$4.51M	-$32.4K	1	0.55%	Reduced
622	RSS Rosenblum Silverman Sutton San Francisco, California	$4.51M	-$91.4K	1	1.49%	Reduced
623	PineBridge Investments New York	$4.5M	+$780K	3	0.05%	Increased
624	Ossiam Paris, France	$4.44M	+$1.34M	5	0.08%	Increased
625	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.42M	+$268K	5	0.19%	Increased