← 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	Kentucky Retirement Systems Frankfort, Kentucky	$4.36M	-$63.4K	4	0.13%	Reduced
627	Nippon Life Global Investors Americas New York	$4.33M	-$1.01M	1	0.2%	Reduced
628	DSCM Divisadero Street Capital Management Miami, Florida	$4.33M	-$1.08M	2	0.51%	Reduced
629	Voleon Capital Management Berkeley, California	$4.31M	+$4.07M	1	0.32%	New
630	RRCP Rip Road Capital Partners Boston, Massachusetts	$4.31M	-$212K	1	3.64%	Reduced
631	Ameritas Investment Partners Lincoln, Nebraska	$4.28M	-$104K	16	0.14%	Reduced
632	Banque Pictet & Cie Geneva 73, Switzerland	$4.22M	+$4.44M	1	0.03%	New
633	FNA First National Advisers Omaha, Nebraska	$4.22M	+$93.4K	2	0.68%	Increased
634	AA ABC Arbitrage Paris, France	$4.21M	+$4.04M	1	0.6%	New
635	Wolverine Asset Management Chicago, Illinois	$4.21M	-$71K	3	0.04%	Reduced
636	TC TownSquare Capital Provo, Utah	$4.21M	-$44.1K	4	0.05%	Reduced
637	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$4.19M	-$884K	1	0.01%	Reduced
638	MFAM Motley Fool Asset Management Alexandria, Virginia	$4.19M	+$459K	2	0.22%	Increased
639	T TOBAM Paris, France	$4.18M	-$5.4M	3	1.28%	Reduced
640	Chicago Capital Chicago, Illinois	$4.17M	+$855K	1	0.11%	Increased
641	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$4.17M	-$3.03K	5	0.09%	Reduced
642	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$4.17M	-$122K	13	0%	Reduced
643	IA Inspire Advisors Meridian, Idaho	$4.16M	+$410K	6	0.51%	Increased
644	IWS Insight Wealth Strategies San Ramon, California	$4.14M	+$1.22M	1	0.56%	Increased
645	FP Factorial Partners Mt. Kisco, New York	$4.14M	-$1.28M	1	2.38%	Reduced
646	SAM Securian Asset Management St Paul, Minnesota	$4.08M	-$153K	5	0.12%	Reduced
647	SIM SummerHaven Investment Management Stamford, Connecticut	$4.08M	$0	5	2.52%	Maintained
648	Brevan Howard Capital Management St. Helier, Jersey	$4.06M	-$308K	5	0.03%	Reduced
649	SIA SGL Investment Advisors Missoula, Montana	$4.04M	-$120K	1	2.03%	Reduced
650	QIM Quantitative Investment Management Charlottesville, Virginia	$4.01M	+$4.37M	2	0.3%	New