← 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
676	E. Ohman J:or Asset Management Stockholm, Sweden	$1.98M	+$416K	3	0.11%	Increased
677	Eagle Global Advisors Houston, Texas	$1.97M	-$284K	1	0.1%	Reduced
678	Weiss Multi-Strategy Advisers New York	$1.97M	+$1.75M	2	0.03%	Increased
679	Veritable Wilmington, Delaware	$1.97M	+$225K	4	0.04%	Increased
680	RIL Rothschild Investment LLC Chicago, Illinois	$1.96M	+$375K	3	0.19%	Increased
681	DC Diametric Capital Boston, Massachusetts	$1.94M	-$209K	1	1.42%	Reduced
682	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$1.93M	-$1.11M	7	0.38%	Reduced
683	Hardman Johnston Global Advisors Stamford, Connecticut	$1.93M	-$36.5K	1	0.08%	Reduced
684	Eagle Asset Management St Petersburg, Florida	$1.88M	-$413K	2	0.01%	Reduced
685	AP Advisor Partners Walnut Creek, California	$1.88M	+$247K	4	0.19%	Increased
686	Coldstream Capital Management Bellevue, Washington	$1.88M	-$26.5K	1	0.15%	Reduced
687	Intact Investment Management Montreal, Quebec, Canada	$1.87M	+$1.58M	1	0.06%	New
688	Illinois Municipal Retirement Fund Oak Brook, Illinois	$1.86M	+$1.67M	2	0.71%	New
689	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$1.86M	-$88K	1	0.14%	Reduced
690	CK Cohen Klingenstein New York	$1.85M	$0	3	0.11%	Maintained
691	COI Connable Office Inc Kalamazoo, Michigan	$1.84M	-$34K	2	0.32%	Reduced
692	PHP Parkman Healthcare Partners Stamford, Connecticut	$1.84M	+$1.59M	1	0.53%	New
693	Raymond James Trust St. Petersburg, Florida	$1.83M	-$97.7K	4	0.09%	Reduced
694	AIL AGF Investments LLC Toronto, Ontario, Canada	$1.8M	+$670K	2	0.33%	Increased
695	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$1.79M	+$685K	1	0.63%	Increased
696	ATC Argent Trust Co Nashville, Tennessee	$1.79M	-$38.1K	2	0.16%	Reduced
697	VanEck Associates New York	$1.77M	+$1.55M	2	0.01%	Increased
698	EP Wealth Advisors Torrance, California	$1.75M	+$656K	4	0.07%	Increased
699	LIM Leavell Investment Management Mobile, Alabama	$1.75M	+$181K	3	0.16%	Increased
700	2L 22NW LP Seattle, Washington	$1.75M	+$1.54M	1	1.99%	New