← 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	Thompson Siegel & Walmsley Richmond, Virginia	$6.44M	+$2.35M	2	0.09%	Increased
477	Winton Group London, United Kingdom	$6.37M	-$37.7K	6	0.36%	Reduced
478	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$6.31M	+$539K	5	0.1%	Increased
479	Creative Planning Overland Park, Kansas	$6.3M	+$125K	5	0.01%	Increased
480	TCCM Timber Creek Capital Management Boston, Massachusetts	$6.29M	+$397K	4	1.99%	Increased
481	MNBTD Moody National Bank Trust Division Galveston, Texas	$6.28M	+$62.4K	2	0.09%	Increased
482	Heritage Wealth Advisors Richmond, Virginia	$6.28M	$0	3	0.38%	Maintained
483	TAIM Te Ahumairangi Investment Management Wellington, New Zealand	$6.26M	+$776K	1	0.86%	Increased
484	BOK Financial Tulsa, Oklahoma	$6.22M	+$6.62M	6	0.11%	New
485	IP Isomer Partners New York	$6.14M	+$6.77M	1	1.67%	New
486	SAM Securian Asset Management St Paul, Minnesota	$6.1M	-$273K	5	0.13%	Reduced
487	RC Rovin Capital Mesa, Arizona	$6.06M	+$1.09M	1	4.16%	Increased
488	ACM Altium Capital Management New York	$6.05M	+$1.12M	1	1.59%	Increased
489	Burney Company Reston, Virginia	$6.05M	+$1.18M	4	0.28%	Increased
490	D.A. Davidson & Co Great Falls, Montana	$6.04M	-$211K	3	0.07%	Reduced
491	RCC Red Cedar Capital Omaha, Nebraska	$6.04M	+$24.1K	2	3.7%	Increased
492	Advisors Capital Management Ridgewood, New Jersey	$6.03M	+$725K	1	0.18%	Increased
493	LG LaFleur & Godfrey Grand Rapids, Michigan	$6.03M	-$2.34M	1	0.83%	Reduced
494	Algert Global San Francisco, California	$5.99M	+$3.42M	6	0.8%	Increased
495	EAM Eukles Asset Management Cincinnati, Ohio	$5.98M	+$373K	2	3.27%	Increased
496	Jump Financial Chicago, Illinois	$5.92M	+$5.86M	5	0.43%	Increased
497	C WorldWide Group Copenhagen, Denmark	$5.86M	+$113K	1	0.06%	Increased
498	ANI American National Insurance Galveston, Texas	$5.82M	-$3.76K	1	0.22%	Reduced
499	LBD Landsberg Bennett & Dubbaneh Punta Gorda, Florida	$5.8M	-$87K	1	0.74%	Reduced
500	DTL Dynamic Technology Lab Singapore	$5.75M	+$2.37M	7	0.69%	Increased