← 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
626	Intact Investment Management Montreal, Quebec, Canada	$3.7M	+$665K	1	0.09%	Increased
627	PEAK6 Investments Chicago, Illinois	$3.69M	-$807K	9	0.01%	Reduced
628	DZ Bank Frankfurt Am Main, Germany	$3.67M	-$5.65M	3	0.01%	Reduced
629	EI EAM Investors Solana Beach, California	$3.67M	+$641K	1	0.68%	Increased
630	WCM Wallace Capital Management Dallas, Texas	$3.66M	+$4.31M	1	0.55%	New
631	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$3.65M	-$110K	3	0.25%	Reduced
632	Stephens Inc Little Rock, Arkansas	$3.65M	+$225K	3	0.06%	Increased
633	Freestone Capital Holdings Seattle, Washington	$3.64M	+$640K	3	0.15%	Increased
634	Wolverine Asset Management Chicago, Illinois	$3.6M	+$3.26M	3	0.04%	Increased
635	ArrowMark Colorado Holdings Denver, Colorado	$3.6M	$0	1	0.03%	Maintained
636	Tidal Investments Milwaukee, Wisconsin	$3.56M	-$2.16M	4	0.11%	Reduced
637	AAMA Advanced Asset Management Advisors Dublin, Ohio	$3.56M	$0	1	0.78%	Maintained
638	ARMC American Research & Management Company Marion, Massachusetts	$3.55M	-$127K	1	0.78%	Reduced
639	BCM Bayesian Capital Management Brooklyn, New York	$3.54M	+$617K	7	0.53%	Increased
640	Advisory Services Network Atlanta, Georgia	$3.52M	+$983K	4	0.1%	Increased
641	BAM Bullseye Asset Management Denver, Colorado	$3.42M	$0	1	1.57%	Maintained
642	ACA Apis Capital Advisors New York	$3.42M	-$452K	1	4.14%	Reduced
643	Vanguard Personalized Indexing Management Oakland, California	$3.27M	-$676K	4	0.16%	Reduced
644	Bridges Investment Management Omaha, Nebraska	$3.26M	-$62K	2	0.1%	Reduced
645	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$3.26M	+$95.9K	5	0.07%	Increased
646	Cetera Advisor Networks El Segundo, California	$3.25M	+$1.38M	4	0.04%	Increased
647	Bessemer Group Woodbridge, New Jersey	$3.2M	+$327K	8	0.01%	Increased
648	ARC Advisor Resource Council Dallas, Texas	$3.2M	-$886K	1	0.96%	Reduced
649	SP Solel Partners Boston, Massachusetts	$3.19M	+$4.11M	1	0.69%	New
650	Pathstone Family Office Englewood, New Jersey	$3.19M	+$1.55M	5	0.07%	Increased