← 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	Perigon Wealth Management San Francisco, California	$5.65M	-$464K	2	0.14%	Reduced
577	PWC PYA Waltman Capital Knoxville, Tennessee	$5.53M	-$16.2K	1	1.78%	Reduced
578	HCA Harbor Capital Advisors Chicago, Illinois	$5.52M	+$272K	10	0.24%	Increased
579	UF Univest Financial Souderton, Pennsylvania	$5.41M	-$941K	2	0.34%	Reduced
580	AMF Tjänstepension Stockholm, Sweden	$5.4M	-$17.6M	1	0.04%	Reduced
581	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$5.38M	+$5.51M	1	2.21%	New
582	Exchange Traded Concepts Oklahoma City, Oklahoma	$5.37M	+$292K	11	0.11%	Increased
583	WBC Westpac Banking Corp Sydney, Australia	$5.35M	+$2.59M	2	0.36%	Increased
584	HCM Hillman Capital Management Bethesda, Maryland	$5.31M	-$111K	1	1.97%	Reduced
585	Carnegie Investment Counsel Pepper Pike, Ohio	$5.31M	-$71.3K	2	0.15%	Reduced
586	AlTi Global New York	$5.31M	-$8.93M	1	0.13%	Reduced
587	EI EAM Investors Solana Beach, California	$5.28M	+$4.98M	1	0.75%	New
588	QC Quantedge Capital Singapore	$5.27M	+$5.48M	2	1.92%	Increased
589	FHB First Hawaiian Bank Honolulu, Hawaii	$5.26M	+$615K	3	0.17%	Increased
590	Advisory Services Network Atlanta, Georgia	$5.25M	-$2.09M	6	0.1%	Reduced
591	EAM Eukles Asset Management Cincinnati, Ohio	$5.14M	-$226K	3	2.19%	Reduced
592	MIM Meros Investment Management Dallas, Texas	$5.11M	+$939K	1	2.29%	Increased
593	NorthRock Partners Minneapolis, Minnesota	$5.1M	+$4.3M	2	0.17%	Increased
594	MCM Monimus Capital Management Woodbridge, New Jersey	$5.1M	+$5.34M	1	4.8%	New
595	New Mexico Educational Retirement Board Santa Fe, New Mexico	$5.09M	-$100K	5	0.17%	Reduced
596	Gulf International Bank (UK) London, United Kingdom	$5.07M	-$51K	4	0.13%	Reduced
597	Employees Retirement System of Texas Austin, Texas	$5.05M	$0	2	0.04%	Maintained
598	Scotia Capital Toronto, Ontario, Canada	$5.01M	+$599K	4	0.03%	Increased
599	LI LMCG Investments Boston, Massachusetts	$4.98M	-$726K	1	0.31%	Reduced
600	Choreo LLC Rockford, Illinois	$4.97M	-$705K	7	0.07%	Reduced