← 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	Advisory Services Network Atlanta, Georgia	$3.22M	-$245K	4	0.1%	Reduced
627	FG Formula Growth Montreal, Quebec, Canada	$3.21M	+$3.33M	1	0.46%	New
628	CPO Cerity Partners OCIO New York	$3.18M	+$191K	3	0.1%	Increased
629	SSCM Summit Street Capital Management New York	$3.15M	$0	1	2.09%	Maintained
630	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$3.13M	+$2.29M	2	0.06%	Increased
631	AGAM Avalon Global Asset Management San Francisco, California	$3.12M	-$1.96M	1	0.5%	Reduced
632	SEC Seven Eight Capital New York	$3.11M	+$1.95M	3	0.3%	Increased
633	BAM Bullseye Asset Management Denver, Colorado	$3.1M	-$8.55K	1	1.08%	Reduced
634	MC Middleton & Co Boston, Massachusetts	$3.1M	+$106K	1	0.33%	Increased
635	QOP Quinn Opportunity Partners Charlottesville, Virginia	$3.08M	$0	1	0.2%	Maintained
636	OPA Old Port Advisors Portland, Maine	$3.08M	+$10.4K	1	1.12%	Increased
637	CA CapWealth Advisors Franklin, Tennessee	$3.08M	+$4.21K	1	0.34%	Increased
638	SCM Stormborn Capital Management Greenwich, Connecticut	$3.07M	-$3.59M	1	1.01%	Reduced
639	Allstate Corporation Northbrook, Illinois	$3.06M	+$238K	7	0.13%	Increased
640	Summit Trail Advisors New York	$3.03M	+$586K	1	0.23%	Increased
641	P Paradiem Covington, Louisiana	$3.02M	+$44.8K	1	0.9%	Increased
642	GF Gries Financial Cleveland, Ohio	$2.98M	+$866K	1	0.94%	Increased
643	RMC Resources Management Corp West Hartford, Connecticut	$2.98M	-$144K	4	0.43%	Reduced
644	Freestone Capital Holdings Seattle, Washington	$2.97M	+$47.1K	1	0.15%	Increased
645	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$2.95M	-$213K	1	1.08%	Reduced
646	ARI Applied Research Investments Wilmington, Delaware	$2.94M	-$125K	1	0.98%	Reduced
647	Diversified Trust Memphis, Tennessee	$2.94M	+$601K	5	0.11%	Increased
648	COI Connable Office Inc Kalamazoo, Michigan	$2.9M	-$85K	2	0.42%	Reduced
649	HVIA Hudson Valley Investment Advisors Goshen, New York	$2.9M	$0	1	0.5%	Maintained
650	FPCM Financial Partners Capital Management New York	$2.89M	+$497K	1	0.53%	Increased