← 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
601	Prime Capital Investment Advisors Overland Park, Kansas	$2.94M	-$596K	2	0.03%	Reduced
602	Kestra Advisory Services Austin, Texas	$2.94M	-$231K	5	0.01%	Reduced
603	North Star Asset Management Neenah, Wisconsin	$2.92M	+$529K	1	0.12%	Increased
604	QIM Quantitative Investment Management Charlottesville, Virginia	$2.91M	+$1.77M	2	0.32%	Increased
605	Readystate Asset Management Chicago, Illinois	$2.91M	+$849K	1	0.1%	Increased
606	Sterling Capital Management Charlotte, North Carolina	$2.89M	+$457K	15	0.05%	Increased
607	IEFM IQ EQ Fund Management Dublin 2, Ireland	$2.86M	-$589K	2	0.18%	Reduced
608	AWP Ascent Wealth Partners New Hartford, New York	$2.85M	+$105K	1	0.29%	Increased
609	VF Virtu Financial New York	$2.85M	+$1.67M	3	0.09%	Increased
610	Cambiar Investors Denver, Colorado	$2.84M	+$428K	1	0.12%	Increased
611	Diversified Trust Memphis, Tennessee	$2.82M	+$263K	4	0.05%	Increased
612	Luther King Capital Management (LKCM) Fort Worth, Texas	$2.8M	+$10.8K	1	0.01%	Increased
613	Chicago Capital Chicago, Illinois	$2.8M	$0	1	0.07%	Maintained
614	KIC Keating Investment Counselors Delray Beach, Florida	$2.79M	+$49.7K	2	0.77%	Increased
615	Mizuho Securities USA New York	$2.77M	+$163K	2	0.04%	Increased
616	Gulf International Bank (UK) London, United Kingdom	$2.77M	-$47.1K	2	0.05%	Reduced
617	Allspring Global Investments Charlotte, North Carolina	$2.76M	-$15.6M	5	0%	Reduced
618	Martingale Asset Management Boston, Massachusetts	$2.74M	+$274K	3	0.06%	Increased
619	RCG Regatta Capital Group El Segundo, California	$2.72M	+$373K	2	0.37%	Increased
620	Picton Mahoney Asset Management Toronto, Ontario, Canada	$2.72M	+$2.69M	2	0.02%	Increased
621	AlTi Global New York	$2.64M	+$582	1	0.05%	Increased
622	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$2.64M	+$2.36M	1	0.58%	New
623	Brighton Jones LLC Seattle, Washington	$2.63M	+$1.86M	8	0.05%	Increased
624	FAM Fairtree Asset Management Bellville, Cape Town, South Africa	$2.63M	+$611K	1	1.01%	Increased
625	IMC Chicago Chicago, Illinois	$2.62M	-$3.32M	9	0%	Reduced