← 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
476	LI Leeward Investments Boston, Massachusetts	$5.33M	-$306K	1	0.24%	Reduced
477	QGA Q Global Advisors Fort Worth, Texas	$5.33M	+$1.99M	1	3.4%	Increased
478	Brown Advisory Baltimore, Maryland	$5.32M	-$406K	3	0.01%	Reduced
479	AI AdvisorShares Investments Bethesda, Maryland	$5.26M	-$1.13M	2	0.63%	Reduced
480	MAI Capital Management Independence, Ohio	$5.24M	+$3.41M	6	0.02%	Increased
481	RCW Rheos Capital Works Tokyo, Japan	$5.24M	$0	1	0.3%	Maintained
482	Benjamin Edwards Inc Clayton, Missouri	$5.23M	-$175K	3	0.05%	Reduced
483	BCM Birch Capital Management Dallas, Texas	$5.19M	-$76.3K	1	2.54%	Reduced
484	Sanctuary Advisors Indianapolis, Indiana	$5.11M	+$2.37M	6	0.02%	Increased
485	Perigon Wealth Management San Francisco, California	$5.11M	+$327K	3	0.08%	Increased
486	AI Atom Investors Austin, Texas	$5.01M	+$5.35M	5	0.45%	Increased
487	PCM Prelude Capital Management New York	$4.97M	-$715K	3	0.36%	Reduced
488	Bogart Wealth LLC Mclean, Virginia	$4.96M	+$1.34M	9	0.17%	Increased
489	Old Mission Capital Chicago, Illinois	$4.95M	+$5.26M	1	0.08%	New
490	HCA Harbor Capital Advisors Chicago, Illinois	$4.95M	+$31.7K	9	0.34%	Increased
491	BCM Brigade Capital Management New York	$4.94M	+$8.27M	1	0.93%	New
492	CGH Contrarius Group Holdings Hamilton, Bermuda	$4.91M	$0	1	0.23%	Maintained
493	Natixis Paris, France	$4.9M	-$20.1M	6	0.02%	Reduced
494	NIM Nicollet Investment Management Minneapolis, Minnesota	$4.89M	+$66.3K	1	1.51%	Increased
495	HCM Huber Capital Management El Segundo, California	$4.84M	+$586K	1	0.71%	Increased
496	EI EAM Investors Solana Beach, California	$4.83M	+$1.7M	1	0.43%	Increased
497	ING Group Amsterdam, Netherlands	$4.82M	-$1.3M	4	0.02%	Reduced
498	JF Jericho Financial Westerville, Ohio	$4.76M	+$1.27M	1	2.46%	Increased
499	Rakuten Investment Management Tokyo, Japan	$4.71M	-$300K	1	0.01%	Reduced
500	Advisory Services Network Atlanta, Georgia	$4.68M	-$116K	4	0.05%	Reduced