← 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	WFI West Family Investments Carlsbad, California	$1.28M	-$594K	1	0.26%	Reduced
627	KIA KCM Investment Advisors Greenbrae, California	$1.26M	+$31.6K	1	0.1%	Increased
628	QS Investors New York	$1.26M	+$664K	3	0.01%	Increased
629	First Allied Advisory Services San Diego, California	$1.26M	-$308K	2	0.08%	Reduced
630	Banque Pictet & Cie Geneva 73, Switzerland	$1.25M	-$26.4K	1	0.03%	Reduced
631	SCM Stuyvesant Capital Management Armonk, New York	$1.23M	$0	1	2.81%	Maintained
632	Central Trust Company Jefferson City, Missouri	$1.23M	+$76.7K	3	0.1%	Increased
633	GA Geneva Advisors Chicago, Illinois	$1.22M	-$12.4K	3	0.02%	Reduced
634	MUFG Americas New York	$1.21M	-$23.4K	5	0.04%	Reduced
635	Stephens Inc Little Rock, Arkansas	$1.18M	-$132K	2	0.05%	Reduced
636	CONA Capital One National Association New York	$1.17M	+$579K	2	0.11%	Increased
637	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$1.17M	+$285K	4	0.28%	Increased
638	ANRIA American National Registered Investment Advisor Galveston, Texas	$1.17M	-$64.5K	2	0.56%	Reduced
639	CAM Cubic Asset Management Boston, Massachusetts	$1.16M	-$12.9K	1	0.37%	Reduced
640	HCM Horrell Capital Management Little Rock, Arkansas	$1.15M	-$6.37K	1	0.5%	Reduced
641	AIM Avity Investment Management Greenwich, Connecticut	$1.15M	-$3.56K	1	0.18%	Reduced
642	Highbridge Capital Management New York	$1.14M	-$13.9M	1	0.02%	Reduced
643	VWM Valley Wealth Managers Paramus, New Jersey	$1.14M	+$1.1M	1	0.2%	New
644	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$1.14M	+$1.03M	1	0.47%	New
645	NA Navellier & Associates Reno, Nevada	$1.12M	-$272K	1	0.1%	Reduced
646	OIA Optimum Investment Advisors Chicago, Illinois	$1.12M	-$119K	3	0.35%	Reduced
647	MCM Matarin Capital Management New York	$1.1M	+$189K	1	0.34%	Increased
648	PL Parkwood LLC Cleveland, Ohio	$1.1M	+$682K	3	0.14%	Increased
649	MNBTD Moody National Bank Trust Division Galveston, Texas	$1.09M	+$13.4K	2	0.08%	Increased
650	NSIM North Star Investment Management Chicago, Illinois	$1.09M	-$1.04M	3	0.2%	Reduced