← 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
626	Evergreen Capital Management Bellevue, Washington	$2.62M	-$47.4K	5	0.05%	Reduced
627	MM Meridian Management Little Rock, Arkansas	$2.61M	+$429K	1	0.59%	Increased
628	Citizens Financial Group Providence, Rhode Island	$2.61M	+$1.11M	5	0.03%	Increased
629	Wedmont Private Capital West Chester, Pennsylvania	$2.59M	+$1.64M	4	0.07%	Increased
630	CFM Catalyst Funds Management Sydney NSW, Australia	$2.59M	+$1.59M	6	0.15%	Increased
631	SC Syon Capital San Francisco, California	$2.59M	+$991K	5	0.11%	Increased
632	Oppenheimer & Co New York	$2.57M	+$407K	3	0.03%	Increased
633	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$2.56M	-$38.6M	3	0.01%	Reduced
634	SW SlateStone Wealth Jupiter, Florida	$2.56M	-$670K	1	0.2%	Reduced
635	SIM SummerHaven Investment Management Stamford, Connecticut	$2.55M	$0	4	1.36%	Maintained
636	TF Trek Financial Scottsdale, Arizona	$2.53M	+$1.86M	2	0.13%	Increased
637	VFO Virtus Family Office El Paso, Texas	$2.52M	+$338K	2	1.99%	Increased
638	UF Univest Financial Souderton, Pennsylvania	$2.5M	+$591K	1	0.12%	Increased
639	Vise Technologies New York	$2.47M	+$707K	3	0.03%	Increased
640	Atria Investments Charlotte, North Carolina	$2.44M	+$200K	5	0.02%	Increased
641	Laird Norton Wetherby Trust Company Seattle, Washington	$2.43M	-$110K	4	0.05%	Reduced
642	HCM Hillman Capital Management Bethesda, Maryland	$2.43M	+$462K	1	1.76%	Increased
643	AE Wealth Management Topeka, Kansas	$2.43M	-$12M	4	0.01%	Reduced
644	QCM Qsemble Capital Management New York	$2.41M	-$1.99M	3	0.31%	Reduced
645	OpenArc Corporate Advisory Atlanta, Georgia	$2.41M	+$3.33K	2	0.03%	Increased
646	Construction & Building Unions Superannuation Fund Melbourne, Australia	$2.4M	+$199K	1	0.04%	Increased
647	Diversify Advisory Services Sandy, Utah	$2.39M	+$2.43M	3	0.04%	New
648	Diversify Wealth Management Sandy, Utah	$2.39M	+$269K	3	0.04%	Increased
649	PLC Peapod Lane Capital Bedford Hills, New York	$2.36M	+$40.5K	1	1.59%	Increased
650	EC EntryPoint Capital New York	$2.35M	+$1.24M	2	0.57%	Increased