← 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
576	Evelyn Partners London,	$3.31M	+$2.96M	2	0.01%	New
577	DZ Bank Frankfurt Am Main, Germany	$3.31M	-$3.13M	3	0%	Reduced
578	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$3.3M	+$1.24M	3	0.07%	Increased
579	Cannell & Spears New York	$3.27M	$0	1	0.06%	Maintained
580	Savant Capital Rockford, Illinois	$3.27M	+$1.03M	4	0.01%	Increased
581	2 2Xideas Kusnacht, Switzerland	$3.25M	-$9.55M	1	1.4%	Reduced
582	UAS United Asset Strategies Garden City, New York	$3.24M	+$126K	1	0.23%	Increased
583	Andra AP-fonden Goteborg, Sweden	$3.24M	-$14M	1	0.04%	Reduced
584	LRPA L. Roy Papp & Associates Phoenix, Arizona	$3.23M	-$308K	1	0.34%	Reduced
585	Optiver Holding Amsterdam, Netherlands	$3.18M	-$2.99M	14	0%	Reduced
586	Caprock Group Boise, Idaho	$3.17M	+$667K	5	0.06%	Increased
587	OP Asset Management Helsinki,	$3.14M	-$143K	1	0.03%	Reduced
588	SOW State of Wyoming Cheyenne, Wyoming	$3.13M	+$539K	11	0.32%	Increased
589	NIA NIA Impact Advisors Berkeley, California	$3.09M	-$243K	1	1.28%	Reduced
590	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$3.09M	+$292K	12	0%	Increased
591	RIM Redwood Investment Management Scottsdale, Arizona	$3.09M	+$2.13M	2	0.31%	Increased
592	Quadrant Capital Group Cincinnati, Ohio	$3.05M	-$864K	5	0.08%	Reduced
593	iA Global Asset Management Quebec, Quebec, Canada	$3.05M	+$726K	1	0.04%	Increased
594	Great Lakes Advisors Chicago, Illinois	$3.02M	+$2.1M	4	0.02%	Increased
595	BRCM Bright Rock Capital Management Hanover, Massachusetts	$3.02M	$0	1	0.61%	Maintained
596	Vestcor Inc Fredericton, New Brunswick, Canada	$3.01M	-$761K	3	0.07%	Reduced
597	IIA IPG Investment Advisors San Diego, California	$2.99M	+$1.91M	2	0.43%	Increased
598	Financial Engines Advisors Santa Clara, California	$2.97M	-$157K	1	0.01%	Reduced
599	Vinva Investment Management Sydney, Australia	$2.97M	-$892K	1	0.02%	Reduced
600	Choreo LLC Rockford, Illinois	$2.97M	-$264K	4	0.03%	Reduced