← 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	SAM Securian Asset Management St Paul, Minnesota	$4.42M	-$465K	5	0.13%	Reduced
602	Centiva Capital New York	$4.41M	-$13.1M	8	0.1%	Reduced
603	Prime Capital Investment Advisors Overland Park, Kansas	$4.41M	+$272K	2	0.07%	Increased
604	KIC Keating Investment Counselors Delray Beach, Florida	$4.39M	-$32.2K	2	1.57%	Reduced
605	Mercer Global Advisors Denver, Colorado	$4.38M	-$407K	6	0.01%	Reduced
606	Erste Asset Management Vienna, Austria	$4.37M	+$267K	2	0.06%	Increased
607	RC Riposte Capital New York	$4.32M	-$5.78M	1	0.68%	Reduced
608	Bleakley Financial Group Fairfield, New Jersey	$4.32M	+$35.6K	3	0.14%	Increased
609	Winton Group London, United Kingdom	$4.29M	+$790K	8	0.31%	Increased
610	EI EAM Investors Solana Beach, California	$4.24M	-$631K	1	0.75%	Reduced
611	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$4.23M	-$49.2K	1	0.51%	Reduced
612	PWC PYA Waltman Capital Knoxville, Tennessee	$4.22M	-$1.54M	1	1.76%	Reduced
613	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$4.17M	+$3.32M	1	2.1%	New
614	BCM Bayesian Capital Management Brooklyn, New York	$4.15M	-$1.32M	6	0.44%	Reduced
615	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$4.12M	-$5.38K	2	2.14%	Reduced
616	MAP Moody Aldrich Partners Marblehead, Massachusetts	$4.12M	-$3.18M	1	0.74%	Reduced
617	MPM Meritage Portfolio Management Overland Park, Kansas	$4.09M	-$51.2K	1	0.27%	Reduced
618	CG Castellan Group Louisville, Kentucky	$4.08M	+$929K	1	2.53%	Increased
619	6CM 683 Capital Management New York	$4.07M	+$3.49M	1	0.33%	New
620	AA AlphaCentric Advisors San Juan, Puerto Rico	$4.07M	-$52.1K	3	2.73%	Reduced
621	Cetera Investment Advisers Schaumburg, Illinois	$4.07M	+$248K	7	0.03%	Increased
622	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$4.07M	-$101K	4	0.15%	Reduced
623	RRCP Rip Road Capital Partners Boston, Massachusetts	$4M	+$3.42M	1	4.35%	New
624	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$3.99M	-$463K	2	0.26%	Reduced
625	EAM Eukles Asset Management Cincinnati, Ohio	$3.95M	+$17.7K	3	1.87%	Increased