← 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	Quadrature Capital London, United Kingdom	$4.9M	+$2.38M	7	0.1%	Increased
602	CIC Chase Investment Counsel Charlottesville, Virginia	$4.9M	-$50.2K	1	1.57%	Reduced
603	AF Ally Financial Detroit, Michigan	$4.83M	$0	1	0.59%	Maintained
604	EGI EAM Global Investors Solana Beach, California	$4.81M	+$4.54M	1	0.86%	New
605	ArrowMark Colorado Holdings Denver, Colorado	$4.77M	$0	1	0.06%	Maintained
606	Meag Munich Ergo Munich, Germany	$4.64M	$0	1	0.15%	Maintained
607	Jain Global New York	$4.63M	+$4.88M	2	0.14%	New
608	Readystate Asset Management Chicago, Illinois	$4.62M	-$884K	2	0.14%	Reduced
609	EA Ellsworth Advisors Hudson, Ohio	$4.6M	-$2.41K	1	1.21%	Reduced
610	Cohen & Steers New York	$4.6M	+$2.54M	1	0.01%	Increased
611	Polar Asset Management Partners Toronto, Ontario, Canada	$4.59M	+$4.71M	3	0.05%	New
612	Fifth Third Bancorp Cincinnati, Ohio	$4.58M	-$116K	13	0.02%	Reduced
613	Atria Wealth Solutions New York	$4.58M	+$3.07M	5	0.05%	Increased
614	Nishkama Capital LLC Dorado, Puerto Rico	$4.57M	+$1.43M	1	0.31%	Increased
615	SGA Strategic Global Advisors Newport Beach, California	$4.54M	+$1.64M	1	0.83%	Increased
616	RBC Romano Brothers & Co Evanston, Illinois	$4.53M	-$87.1K	3	0.57%	Reduced
617	AWAM Appian Way Asset Management New York	$4.5M	+$5.02M	1	0.94%	New
618	SteelPeak Wealth Woodland Hills, California	$4.5M	+$1.18M	4	0.18%	Increased
619	TW Trajan Wealth Scottsdale, Arizona	$4.49M	+$456K	1	0.25%	Increased
620	Private Advisor Group Morristown, New Jersey	$4.44M	-$179K	4	0.03%	Reduced
621	FMI F/M Investments Washington, District of Columbia	$4.44M	-$5.75M	1	0.16%	Reduced
622	APF Alaska Permanent Fund Juneau, Alaska	$4.41M	$0	3	0.07%	Maintained
623	XTX Topco George Town, Cayman Islands	$4.4M	-$4.21M	12	0.36%	Reduced
624	PC Promethos Capital Boston, Massachusetts	$4.4M	+$157K	1	1.55%	Increased
625	QOP Quinn Opportunity Partners Charlottesville, Virginia	$4.39M	+$1M	5	0.3%	Increased