← 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	FP Factorial Partners Mt. Kisco, New York	$3.94M	+$2.64M	1	2.5%	Increased
627	Caption Management Oklahoma City, Oklahoma	$3.94M	-$549K	5	0.05%	Reduced
628	Fisher Asset Management Camas, Washington	$3.93M	+$513K	1	0%	Increased
629	CCLA Investment Management London, United Kingdom	$3.91M	+$96.3K	1	0.06%	Increased
630	Los Angeles Capital Management Los Angeles, California	$3.91M	-$10.8M	5	0.01%	Reduced
631	GFS GYL Financial Synergies West Hartford, Connecticut	$3.89M	-$174K	1	0.32%	Reduced
632	AC AWH Capital Dallas, Texas	$3.88M	+$3.32M	1	3.9%	New
633	Tidal Investments Milwaukee, Wisconsin	$3.87M	-$111K	6	0.09%	Reduced
634	OC Optimas Capital Central, Hong Kong	$3.86M	+$1.67M	1	3.64%	Increased
635	Cetera Advisor Networks El Segundo, California	$3.85M	+$94.3K	6	0.02%	Increased
636	DWA Dorsey Wright & Associates Pasadena, California	$3.84M	+$3.1M	1	1.17%	Increased
637	GP Girard Partners King Of Prussia, Pennsylvania	$3.8M	-$291K	2	0.39%	Reduced
638	Mawer Investment Management Calgary, Alberta, Canada	$3.8M	+$3.39M	1	0.02%	New
639	AF Ally Financial Detroit, Michigan	$3.78M	+$617K	1	0.49%	Increased
640	Moran Wealth Management Naples, Florida	$3.78M	+$3.22M	2	0.13%	Increased
641	ABN AMRO Investment Solutions Paris Cedex 008,	$3.77M	-$5.22M	1	0.07%	Reduced
642	HA Heartland Advisors Milwaukee, Wisconsin	$3.73M	-$5.16M	1	0.2%	Reduced
643	Brevan Howard Capital Management St. Helier, Jersey	$3.7M	-$1.34M	5	0.05%	Reduced
644	CRWM Castle Rock Wealth Management Walnut Creek, California	$3.69M	+$28	2	1.12%	Increased
645	Ossiam Paris, France	$3.69M	+$1.17M	4	0.06%	Increased
646	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$3.66M	+$1.78M	1	0.37%	Increased
647	VCIM Velan Capital Investment Management Alpharetta, Georgia	$3.66M	+$437K	1	2.14%	Increased
648	Oppenheimer & Co New York	$3.65M	+$620K	4	0.07%	Increased
649	IEQ Capital Foster City, California	$3.62M	+$1.06M	4	0.06%	Increased
650	Fifth Third Bancorp Cincinnati, Ohio	$3.61M	+$127K	13	0.02%	Increased