← 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
426	CIA Capital Impact Advisors Boston, Massachusetts	$9.61M	-$303K	1	2.89%	Reduced
427	BCM Birch Capital Management Dallas, Texas	$9.51M	+$17.2K	1	4.87%	Increased
428	Brookstone Capital Management Wheaton, Illinois	$9.49M	-$91.5K	1	0.12%	Reduced
429	LTAS Linden Thomas Advisory Services Charlotte, North Carolina	$9.45M	+$4.59M	2	1.04%	Increased
430	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$9.29M	-$486K	1	0.86%	Reduced
431	IMC Chicago Chicago, Illinois	$9.22M	+$3.28M	5	0%	Increased
432	CIBC Asset Management Toronto, Ontario, Canada	$9.15M	-$846K	6	0.03%	Reduced
433	D.A. Davidson & Co Great Falls, Montana	$9.09M	-$1.36M	4	0.06%	Reduced
434	Group One Trading Chicago, Illinois	$9.01M	+$2.06M	10	0.02%	Increased
435	National Philanthropic Trust Jenkintown, Pennsylvania	$8.96M	$0	1	0.12%	Maintained
436	XTX Topco George Town, Cayman Islands	$8.89M	+$1.9M	9	0.37%	Increased
437	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$8.86M	-$164K	11	0.16%	Reduced
438	NRD Nebula Research & Development New York	$8.84M	-$964K	8	0.75%	Reduced
439	Exchange Traded Concepts Oklahoma City, Oklahoma	$8.82M	+$660K	10	0.11%	Increased
440	Mairs & Power Inc St Paul, Minnesota	$8.8M	-$431K	1	0.09%	Reduced
441	Meyer Handelman Company Rye Brook, New York	$8.79M	-$2.7M	3	0.29%	Reduced
442	AA Apriem Advisors Irvine, California	$8.78M	-$705K	1	0.93%	Reduced
443	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$8.72M	+$740K	9	0.55%	Increased
444	Inspire Investing Meridian, Idaho	$8.7M	-$1.57M	6	0.95%	Reduced
445	ET Entropy Technologies New York	$8.68M	+$6.94M	4	0.69%	Increased
446	PPW Parcion Private Wealth Bellevue, Washington	$8.65M	-$159K	1	0.62%	Reduced
447	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$8.64M	+$459K	1	0.1%	Increased
448	Twin Tree Management Dallas, Texas	$8.6M	+$4.41M	3	0.02%	Increased
449	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$8.53M	+$3.24M	8	0.34%	Increased
450	Picton Mahoney Asset Management Toronto, Ontario, Canada	$8.52M	-$622K	4	0.09%	Reduced