← 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
201	Creative Planning Overland Park, Kansas	$30.1M	+$6.22M	14	0.02%	Increased
202	LFCM Long Focus Capital Management San Juan, Puerto Rico	$30.1M	-$12.7M	2	0.79%	Reduced
203	Aristeia Capital Greenwich, Connecticut	$29.6M	+$3.12M	5	0.64%	Increased
204	Chevy Chase Trust Bethesda, Maryland	$29.6M	+$1.66M	6	0.08%	Increased
205	Banco Santander Madrid, Spain	$29.6M	+$393K	2	0.22%	Increased
206	WTA Washington Trust Advisors Wellesley, Massachusetts	$29.5M	-$394K	2	2.26%	Reduced
207	Quantbot Technologies New York	$29.5M	+$15.8M	11	0.98%	Increased
208	Capital Fund Management (CFM) Paris, France	$29.5M	+$6.01M	6	0.08%	Increased
209	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$29.3M	$0	1	2.12%	Maintained
210	Mediolanum International Funds Dublin 1, Ireland	$29.3M	+$12.5M	1	0.29%	Increased
211	TD Asset Management Toronto, Ontario, Canada	$29.2M	+$2.35M	7	0.02%	Increased
212	PAMP Phoenix Asset Management Partners London,	$29.1M	+$28.8M	1	20.01%	New
213	QC Quantedge Capital Singapore	$29M	+$1.18M	1	13.82%	Increased
214	Storebrand Asset Management Lysaker, Norway	$28.9M	-$2.21M	4	0.08%	Reduced
215	Milford Funds Auckland,	$28.4M	+$30.2M	1	0.56%	New
216	Kennedy Capital Management St Louis, Missouri	$28.1M	+$3.02M	2	0.6%	Increased
217	UMB Bank Kansas City, Missouri	$28M	-$88.9K	12	0.37%	Reduced
218	Ensign Peak Advisors Salt Lake City, Utah	$28M	-$18.4M	12	0.05%	Reduced
219	Natixis Paris, France	$27.6M	+$2.06M	5	0.1%	Increased
220	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$27.6M	-$802K	1	2.61%	Reduced
221	Soleus Capital Management Greenwich, Connecticut	$27.6M	-$41M	1	1.02%	Reduced
222	VOYA Investment Management Atlanta, Georgia	$27.5M	+$7.38M	13	0.03%	Increased
223	Swiss Life Asset Management Zurich,	$27.5M	+$13M	6	0.14%	Increased
224	Mariner Overland Park, Kansas	$27.4M	+$2.44M	10	0.03%	Increased
225	INTECH Investment Management West Palm Beach, Florida	$27.2M	+$683K	11	0.24%	Increased