← 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
651	Sigma Planning Corp Ann Arbor, Michigan	$2.35M	+$822K	2	0.06%	Increased
652	AF Ally Financial Detroit, Michigan	$2.34M	$0	1	0.3%	Maintained
653	KTM Keeler Thomas Management Orem, Utah	$2.34M	+$398K	1	0.83%	Increased
654	IIA ICW Investment Advisors Scottsdale, Arizona	$2.33M	-$28.2K	1	0.82%	Reduced
655	BAM Bullseye Asset Management Denver, Colorado	$2.33M	+$52.3K	1	1.18%	Increased
656	NewEdge Advisors New Orleans, Louisiana	$2.32M	-$321K	11	0.01%	Reduced
657	Capstone Investment Advisors New York	$2.29M	-$776K	3	0%	Reduced
658	SIA SGL Investment Advisors Missoula, Montana	$2.29M	-$174K	1	0.79%	Reduced
659	DA Denali Advisors San Diego, California	$2.29M	+$1.24M	2	0.23%	Increased
660	Aquatic Capital Management Chicago, Illinois	$2.26M	-$13.6M	2	0.08%	Reduced
661	Royce & Associates New York	$2.25M	+$3.24M	2	0.02%	Increased
662	UWM Urban Wealth Management El Segundo, California	$2.24M	$0	1	1.95%	Maintained
663	PCM Polymer Capital Management New York	$2.24M	+$1.55M	2	0.3%	Increased
664	C Certuity North Palm Beach, Florida	$2.24M	+$330K	2	0.11%	Increased
665	Dakota Wealth Management Palm Beach Gardens, Florida	$2.24M	-$279K	2	0.04%	Reduced
666	AP AlpInvest Partners Amsterdam, Netherlands	$2.23M	$0	1	3.72%	Maintained
667	Focus Partners Advisor Solutions Saint Louis, Missouri	$2.21M	+$963K	3	0.02%	Increased
668	Kentucky Retirement Systems Frankfort, Kentucky	$2.2M	+$919K	2	0.05%	Increased
669	Cresset Asset Management Chicago, Illinois	$2.2M	+$131K	4	0.01%	Increased
670	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$2.2M	-$471K	1	0.36%	Reduced
671	Coldstream Capital Management Bellevue, Washington	$2.19M	-$600K	6	0.03%	Reduced
672	FMI Frec Markets Inc San Francisco, California	$2.18M	+$1.64M	5	0.2%	Increased
673	UAM Unifi Asset Management New York	$2.18M	+$1.23M	2	0.87%	Increased
674	HB Wealth Management Atlanta, Georgia	$2.18M	+$325K	4	0.01%	Increased
675	OIMU Osmosis Investment Management UK London, United Kingdom	$2.16M	+$54.5K	1	0.1%	Increased