← 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	Vinva Investment Management Sydney, Australia	$3.76M	+$2.15M	1	0.05%	Increased
602	Chicago Capital Chicago, Illinois	$3.75M	+$27.6K	1	0.09%	Increased
603	Brooklyn Investment Group Brooklyn, New York	$3.75M	+$3.3M	11	0.17%	Increased
604	SFM Systematic Financial Management Teaneck, New Jersey	$3.74M	+$3.45M	2	0.09%	Increased
605	Emerald Advisers Leola, Pennsylvania	$3.74M	-$725K	1	0.12%	Reduced
606	BRCM Bright Rock Capital Management Hanover, Massachusetts	$3.73M	$0	1	0.73%	Maintained
607	Choreo LLC Rockford, Illinois	$3.73M	+$603K	5	0.05%	Increased
608	Vestcor Inc Fredericton, New Brunswick, Canada	$3.71M	-$958K	5	0.11%	Reduced
609	Ancora Advisors Cleveland, Ohio	$3.71M	-$93.3K	10	0.08%	Reduced
610	Weiss Asset Management Boston, Massachusetts	$3.68M	-$6.73M	2	0.05%	Reduced
611	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$3.67M	+$3.76M	1	0.03%	New
612	NIA NIA Impact Advisors Berkeley, California	$3.64M	-$264K	1	1.22%	Reduced
613	SW SlateStone Wealth Jupiter, Florida	$3.63M	-$4.86K	1	0.3%	Reduced
614	SummitTX Capital Fort Worth, Texas	$3.62M	-$1.23M	2	0.11%	Reduced
615	Inspire Investing Meridian, Idaho	$3.56M	+$500K	7	0.32%	Increased
616	Callan Family Office Radnor, Pennsylvania	$3.56M	+$899K	4	0.08%	Increased
617	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$3.54M	$0	1	0.03%	Maintained
618	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$3.53M	-$158K	2	0.82%	Reduced
619	SIM SummerHaven Investment Management Stamford, Connecticut	$3.52M	$0	4	2%	Maintained
620	PC Promethos Capital Boston, Massachusetts	$3.49M	-$239K	1	0.95%	Reduced
621	EIP Easterly Investment Partners Beverly, Massachusetts	$3.46M	+$4.72M	2	0.21%	New
622	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$3.45M	-$4.52M	1	0.17%	Reduced
623	Caxton Associates (UK) London,	$3.44M	+$3.66M	3	0.07%	Increased
624	Becker Capital Management Portland, Oregon	$3.4M	+$119K	2	0.1%	Increased
625	Tower Research Capital (TRC) New York	$3.39M	+$943K	20	0.08%	Increased