← 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	Bellevue Group Kuesnacht, Switzerland	$1.93M	+$1.8M	2	0.35%	New
577	Moneta Group Investment Advisors St Louis, Missouri	$1.91M	+$1.22M	1	0.42%	Increased
578	Capital Investment Advisors Atlanta, Georgia	$1.88M	+$11.7K	1	0.19%	Increased
579	TCM Telos Capital Management San Diego, California	$1.87M	+$101K	1	0.98%	Increased
580	HA Hamel Associates Chatham, New Jersey	$1.87M	-$51.1K	1	0.99%	Reduced
581	MSI Financial Services Springfield, Massachusetts	$1.86M	+$395K	8	0.08%	Increased
582	AFA Abacus FCF Advisors Orlando, Florida	$1.83M	-$516K	1	1.05%	Reduced
583	BAC Boys Arnold & Co Asheville, North Carolina	$1.82M	-$2.71M	1	0.72%	Reduced
584	Raymond James Trust St. Petersburg, Florida	$1.82M	-$257K	2	0.17%	Reduced
585	BM Bridger Management New York	$1.8M	+$1.68M	1	0.12%	New
586	GTP Global Thematic Partners New York	$1.79M	+$1.67M	1	0.04%	New
587	EI EAM Investors Solana Beach, California	$1.77M	-$2.22M	2	0.28%	Reduced
588	Candriam SCA Strassen, Luxembourg, Luxembourg	$1.77M	-$147K	1	0.04%	Reduced
589	Old Mission Capital Chicago, Illinois	$1.75M	+$1.68M	1	0.17%	New
590	MC Menta Capital San Francisco, California	$1.73M	-$953K	2	0.24%	Reduced
591	CCM Chickasaw Capital Management Memphis, Tennessee	$1.72M	-$275K	1	0.06%	Reduced
592	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$1.72M	+$3.2M	1	0.15%	New
593	FMT First Mercantile Trust Cordova, Tennessee	$1.72M	-$77.2K	1	0.21%	Reduced
594	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.71M	-$47.3K	1	1.45%	Reduced
595	DILH Dai-ichi Life Holdings Tokyo, Japan	$1.71M	+$22K	2	0.05%	Increased
596	IPC Independent Portfolio Consultants Boca Raton, Florida	$1.7M	+$195K	4	0.48%	Increased
597	AMI Amica Mutual Insurance Providence, Rhode Island	$1.66M	$0	1	0.16%	Maintained
598	Nippon Life Insurance Tokyo, Japan	$1.66M	-$26.5K	1	0.04%	Reduced
599	AAM Aston Asset Management Chicago, Illinois	$1.66M	-$15.3K	1	0.97%	Reduced
600	Pinnacle Associates New York	$1.65M	-$109K	2	0.04%	Reduced