← 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
526	SteelPeak Wealth Woodland Hills, California	$6.62M	$0	1	0.39%	Maintained
527	PWC PYA Waltman Capital Knoxville, Tennessee	$6.61M	-$477K	1	2.85%	Reduced
528	MIP Marietta Investment Partners Milwaukee, Wisconsin	$6.59M	+$6.39M	1	1.71%	New
529	Perigon Wealth Management San Francisco, California	$6.55M	+$59.5K	1	0.26%	Increased
530	Manning & Napier Group Fairport, New York	$6.53M	+$814K	1	0.07%	Increased
531	Cresset Asset Management Chicago, Illinois	$6.52M	+$5.33M	7	0.01%	Increased
532	Calamos Advisors Naperville, Illinois	$6.49M	-$23.9K	1	0.03%	Reduced
533	VCM VeriStar Capital Management New York	$6.47M	-$2.19M	1	5.41%	Reduced
534	Achmea Investment Management Zeist, Netherlands	$6.37M	+$2.62M	4	0.13%	Increased
535	OCM Osterweis Capital Management San Francisco, California	$6.34M	-$4.46M	1	0.42%	Reduced
536	OneDigital Investment Advisors Overland Park, Kansas	$6.33M	-$255K	3	0.14%	Reduced
537	Davidson Kempner Capital Management New York	$6.3M	+$6.11M	1	0.12%	New
538	SAM Securian Asset Management St Paul, Minnesota	$6.23M	-$39.3K	5	0.16%	Reduced
539	DTL Dynamic Technology Lab Singapore	$6.19M	-$3.06M	7	0.78%	Reduced
540	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$6.08M	+$349K	4	0.09%	Increased
541	MFS Mirabella Financial Services London, United Kingdom	$6.06M	+$3.88M	7	0.66%	Increased
542	First Eagle Investment Management New York	$6.05M	+$2.07M	2	0.02%	Increased
543	CCM Cohen Capital Management Corte Madera, California	$6.05M	$0	2	1.17%	Maintained
544	PFS Investments Duluth, Georgia	$6.04M	+$3.27M	3	0.1%	Increased
545	Scotia Capital Toronto, Ontario, Canada	$6.03M	-$179K	3	0.04%	Reduced
546	Spire Wealth Management Mclean, Virginia	$6.02M	-$183K	8	0.22%	Reduced
547	Prime Capital Investment Advisors Overland Park, Kansas	$6.01M	+$119K	2	0.12%	Increased
548	Private Advisor Group Morristown, New Jersey	$6M	+$68.6K	5	0.05%	Increased
549	Quantinno Capital Management New York	$5.95M	-$171K	6	0.34%	Reduced
550	GFS GYL Financial Synergies West Hartford, Connecticut	$5.94M	+$1.47M	1	0.54%	Increased