← 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
CRWM
Castle Rock Wealth Management
California
$4.07M -$352K 2 1.82% Reduced
627
Goelzer Investment Management
Goelzer Investment Management
Indiana
$4.06M -$189K 1 0.35% Reduced
628
Coastline Trust
Coastline Trust
Rhode Island
$4.05M -$806K 2 0.6% Reduced
629
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$4.05M -$984K 1 0.25% Reduced
630
Pathstone Family Office
Pathstone Family Office
New Jersey
$4.03M +$1.35M 5 0.07% Increased
631
MCC
Money Concepts Capital
Florida
$3.97M +$400K 12 0.18% Increased
632
Kestra Advisory Services
Kestra Advisory Services
Texas
$3.91M +$493K 4 0.03% Increased
633
Prudential plc
Prudential plc
United Kingdom
$3.89M +$2.74M 4 0.05% Increased
634
Middleton & Co
Middleton & Co
Massachusetts
$3.84M -$118K 1 0.57% Reduced
635
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.8M +$3.62M 1 0.25% New
636
KPF
K2 Principal Fund
Ontario, Canada
$3.77M +$3.19M 1 0.57% New
637
Wolverine Asset Management
Wolverine Asset Management
Illinois
$3.73M +$2.99M 3 0.04% Increased
638
First Hawaiian Bank
First Hawaiian Bank
Hawaii
$3.69M -$336K 4 0.13% Reduced
639
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$3.68M -$253K 5 0.2% Reduced
640
Jensen Investment Management
Jensen Investment Management
Oregon
$3.64M -$169K 1 0.03% Reduced
641
MVP
Miller Value Partners
Florida
$3.63M +$3.63M 1 0.23% Increased
642
XTX Topco
XTX Topco
Cayman Islands
$3.63M +$2.28M 10 0.77% Increased
643
Taikang Asset Management (HK)
Taikang Asset Management (HK)
Hong Kong
$3.6M -$4.99M 1 0.76% Reduced
644
Intact Investment Management
Intact Investment Management
Quebec, Canada
$3.59M -$407K 2 0.16% Reduced
645
RSS
Rosenblum Silverman Sutton
California
$3.56M +$220K 1 1.3% Increased
646
Capula Management
Capula Management
Cayman Islands
$3.56M -$1.16M 4 0.05% Reduced
647
Oberweis Asset Management
Oberweis Asset Management
Illinois
$3.55M +$801K 3 0.76% Increased
648
All Terrain Financial Advisors
All Terrain Financial Advisors
Minnesota
$3.55M +$41.5K 1 1.57% Increased
649
ACM
Altium Capital Management
New York
$3.54M -$2.13M 1 1.8% Reduced
650
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.53M +$862K 4 0.03% Increased