← 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
501	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$4.54M	+$3.87M	1	3.66%	New
502	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.53M	+$228K	6	0.21%	Increased
503	Mount Yale Investment Advisors Denver, Colorado	$4.51M	+$186K	3	0.81%	Increased
504	OneDigital Investment Advisors Overland Park, Kansas	$4.49M	-$11.7K	2	0.32%	Reduced
505	LBD Landsberg Bennett & Dubbaneh Punta Gorda, Florida	$4.4M	+$173K	1	0.91%	Increased
506	Sowell Financial Services North Little Rock, Arkansas	$4.38M	+$438K	8	0.24%	Increased
507	DWA Dorsey Wright & Associates Pasadena, California	$4.36M	-$178K	3	0.89%	Reduced
508	Lido Advisors Los Angeles, California	$4.33M	+$2.57M	2	0.13%	Increased
509	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$4.32M	-$6.83M	2	0.03%	Reduced
510	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$4.31M	-$98.2K	1	0.92%	Reduced
511	CCM Chickasaw Capital Management Memphis, Tennessee	$4.31M	-$138K	1	0.22%	Reduced
512	HRT Financial New York	$4.29M	+$2.23M	4	0.13%	Increased
513	Orion Portfolio Solutions Omaha, Nebraska	$4.27M	+$3.75M	9	0.23%	Increased
514	Davenport & Co Richmond, Virginia	$4.26M	+$54.3K	3	0.05%	Increased
515	MAI Capital Management Independence, Ohio	$4.21M	-$252K	4	0.13%	Reduced
516	Banco Santander Madrid, Spain	$4.18M	-$3.74M	1	0.05%	Reduced
517	RC Rovin Capital Mesa, Arizona	$4.17M	+$149K	1	4.23%	Increased
518	NCGI Next Century Growth Investors Plymouth, Minnesota	$4.17M	-$28.6K	1	0.47%	Reduced
519	EWM Elite Wealth Management Kirkland, Washington	$4.16M	$0	2	1.22%	Maintained
520	CAM Cozad Asset Management Champaign, Illinois	$4.14M	+$46.7K	3	0.84%	Increased
521	LA Linden Advisors New York	$4.11M	$0	1	0.07%	Maintained
522	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$4.1M	-$1.58M	4	0.3%	Reduced
523	BOK Financial Tulsa, Oklahoma	$4.09M	+$277K	4	0.1%	Increased
524	GAM GVO Asset Management Zug, Switzerland	$4.04M	+$3.98M	1	1.66%	New
525	NA Navellier & Associates Reno, Nevada	$4.03M	-$802K	1	0.96%	Reduced