← 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	ACG Allen Capital Group Grand Island, Nebraska	$4.15M	-$6.47M	2	1.04%	Reduced
502	Mount Yale Investment Advisors Denver, Colorado	$4.14M	+$59.9K	3	0.59%	Increased
503	SCM Sio Capital Management New York	$4.13M	+$4.35M	1	0.82%	New
504	Empowered Funds Havertown, Pennsylvania	$4.11M	+$1.48M	2	1.28%	Increased
505	AG AlphaSimPlex Group Boston, Massachusetts	$4.08M	+$1.39M	5	1.86%	Increased
506	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.08M	-$248K	6	0.19%	Reduced
507	Banco Santander Madrid, Spain	$4.08M	+$379K	1	0.05%	Increased
508	SEC Seven Eight Capital New York	$4.08M	+$1.09M	4	0.88%	Increased
509	DWA Dorsey Wright & Associates Pasadena, California	$3.99M	-$244K	3	0.72%	Reduced
510	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$3.97M	$0	6	0.05%	Maintained
511	Private Advisor Group Morristown, New Jersey	$3.92M	-$1.2M	3	0.05%	Reduced
512	Catalyst Capital Advisors Huntington, New York	$3.87M	-$222K	1	0.22%	Reduced
513	FA Faithward Advisors Lancaster, Pennsylvania	$3.87M	-$778K	1	0.94%	Reduced
514	Quantbot Technologies New York	$3.86M	+$1.14M	6	0.44%	Increased
515	CC Cannell & Co New York	$3.85M	$0	1	0.14%	Maintained
516	LBD Landsberg Bennett & Dubbaneh Punta Gorda, Florida	$3.84M	-$208K	1	0.67%	Reduced
517	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$3.8M	+$661K	2	0.27%	Increased
518	AAMA Advanced Asset Management Advisors Dublin, Ohio	$3.79M	$0	1	1.01%	Maintained
519	Advisors Capital Management Ridgewood, New Jersey	$3.78M	+$3.21M	1	0.18%	New
520	Swiss Life Asset Management Zurich,	$3.78M	-$2.17M	2	0.06%	Reduced
521	CEI Clark Estates Inc New York	$3.77M	$0	1	0.62%	Maintained
522	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$3.72M	-$142K	1	0.69%	Reduced
523	Mariner Overland Park, Kansas	$3.69M	+$73.9K	2	0.03%	Increased
524	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$3.63M	-$864K	4	0.12%	Reduced
525	HRT Financial New York	$3.62M	-$799K	2	0.11%	Reduced