← 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	Stephens Inc Little Rock, Arkansas	$1.31M	+$82.1K	2	0.06%	Increased
652	VWM Valley Wealth Managers Paramus, New Jersey	$1.31M	+$68.7K	1	0.2%	Increased
653	Tower Research Capital (TRC) New York	$1.31M	+$871K	10	0.13%	Increased
654	ANRIA American National Registered Investment Advisor Galveston, Texas	$1.31M	$0	2	0.61%	Maintained
655	Pacer Advisors Malvern, Pennsylvania	$1.3M	+$475K	4	0.21%	Increased
656	Silvercrest Asset Management New York	$1.3M	-$113K	1	0.02%	Reduced
657	HCM Horrell Capital Management Little Rock, Arkansas	$1.28M	-$6.31K	1	0.83%	Reduced
658	IPC Independent Portfolio Consultants Boca Raton, Florida	$1.28M	-$520K	3	0.4%	Reduced
659	FP FDO Partners Cambridge, Massachusetts	$1.28M	-$751K	1	0.69%	Reduced
660	RegentAtlantic Capital Morristown, New Jersey	$1.27M	-$17.6K	1	0.12%	Reduced
661	BRCM Bright Rock Capital Management Hanover, Massachusetts	$1.26M	$0	1	0.41%	Maintained
662	CCG Chatham Capital Group Savannah, Georgia	$1.25M	$0	1	0.39%	Maintained
663	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$1.25M	-$17K	1	0.71%	Reduced
664	AssetMark Inc Concord, California	$1.25M	-$132K	4	0.02%	Reduced
665	First Allied Advisory Services San Diego, California	$1.25M	+$15.2K	2	0.07%	Increased
666	O'Shaughnessy Asset Management Stamford, Connecticut	$1.24M	+$333K	5	0.03%	Increased
667	BA Boston Advisors Boston, Massachusetts	$1.24M	+$23.8K	2	0.03%	Increased
668	SW SVB Wealth Boston, Massachusetts	$1.22M	+$8.15K	3	0.05%	Increased
669	Jasper Ridge Partners Menlo Park, California	$1.22M	$0	1	0.09%	Maintained
670	MNBTD Moody National Bank Trust Division Galveston, Texas	$1.22M	$0	2	0.07%	Maintained
671	Old National Bancorp Evansville, Indiana	$1.22M	-$69.2K	1	0.07%	Reduced
672	Fiduciary Trust Boston, Massachusetts	$1.21M	+$6.49K	1	0.04%	Increased
673	GL GLG LLC New York	$1.2M	-$503K	2	0.09%	Reduced
674	FL Fort LP Chevy Chase, Maryland	$1.2M	+$1.22M	1	0.49%	New
675	FPCM Fox Point Capital Management New York	$1.2M	-$2.29M	1	2.84%	Reduced