← 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	DTL Dynamic Technology Lab Singapore	$1.75M	-$288K	2	0.26%	Reduced
652	CI Cigna Investments Bloomfield, Connecticut	$1.74M	-$469K	4	0.12%	Reduced
653	DC Diametric Capital Boston, Massachusetts	$1.74M	+$250K	2	1.31%	Increased
654	Steward Partners Investment Advisory New York	$1.73M	+$43.1K	7	0.12%	Increased
655	AP Advisors Preferred Rockville, Maryland	$1.7M	+$1.7M	1	0.79%	New
656	CS Credential Securities Vancouver,	$1.7M	-$52.9K	2	0.41%	Reduced
657	RP Rowlandmiller & Partners Atlanta, Georgia	$1.69M	+$965K	1	0.67%	Increased
658	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$1.69M	+$1.47M	1	0.17%	New
659	FPCM Financial Partners Capital Management New York	$1.67M	+$52.9K	2	0.5%	Increased
660	SW SVB Wealth Boston, Massachusetts	$1.62M	+$175K	1	0.06%	Increased
661	AAM Ascension Asset Management New York	$1.62M	$0	1	1.48%	Maintained
662	CRIG Charter Research & Investment Group Southport, Connecticut	$1.62M	+$39.8K	1	1.93%	Increased
663	EVC Eidelman Virant Capital Saint Louis, Missouri	$1.6M	-$210K	1	1.04%	Reduced
664	AIM Alambic Investment Management Belvedere, California	$1.59M	-$3.07M	2	0.22%	Reduced
665	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$1.59M	+$194K	5	0.16%	Increased
666	Boothbay Fund Management New York	$1.59M	+$464K	3	0.19%	Increased
667	ACM Athyrium Capital Management New York	$1.58M	$0	1	0.97%	Maintained
668	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.57M	+$92.9K	2	0.15%	Increased
669	TSS Two Sigma Securities New York	$1.57M	+$1.61M	4	0.01%	Increased
670	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$1.56M	+$41.3K	5	0.35%	Increased
671	BA Boston Advisors Boston, Massachusetts	$1.56M	+$1.73M	1	0.04%	New
672	Private Advisor Group Morristown, New Jersey	$1.54M	-$115K	2	0.06%	Reduced
673	IB Intrust Bank Wichita, Kansas	$1.54M	+$149K	3	0.44%	Increased
674	EGI EAM Global Investors Solana Beach, California	$1.52M	-$309K	1	0.79%	Reduced
675	LIM Leavell Investment Management Mobile, Alabama	$1.51M	-$63.8K	3	0.18%	Reduced