← 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	VanEck Associates New York	$1.6M	+$188K	2	0.01%	Increased
652	Seizert Capital Partners Birmingham, Michigan	$1.59M	+$1.95M	2	0.12%	New
653	IIA ICW Investment Advisors Scottsdale, Arizona	$1.59M	+$319	1	1.51%	Increased
654	PCS Personal CFO Solutions Chester, New Jersey	$1.59M	+$196K	2	0.57%	Increased
655	Equitable Holdings New York	$1.59M	+$117K	1	0.06%	Increased
656	AAM Auxier Asset Management Aurora, Oregon	$1.57M	-$478K	3	0.39%	Reduced
657	Scotia Capital Toronto, Ontario, Canada	$1.56M	+$418K	3	0.02%	Increased
658	SRAM Stone Ridge Asset Management New York	$1.56M	-$345K	5	0.17%	Reduced
659	HMS Hanseatic Management Services Albuquerque, New Mexico	$1.56M	+$797K	2	1.66%	Increased
660	COI Connable Office Inc Kalamazoo, Michigan	$1.54M	-$151K	2	0.37%	Reduced
661	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.53M	+$542K	4	0.24%	Increased
662	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$1.53M	+$36.7K	1	0.3%	Increased
663	TC TwinBeech Capital Purchase, New York	$1.53M	+$561K	2	0.61%	Increased
664	Coldstream Capital Management Bellevue, Washington	$1.52M	-$287K	1	0.17%	Reduced
665	ECM Engine Capital Management New York	$1.51M	-$1.92M	1	0.79%	Reduced
666	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$1.5M	+$1.64M	4	0.13%	Increased
667	SCM Snow Capital Management Sewickley, Pennsylvania	$1.5M	-$839K	1	0.34%	Reduced
668	Summit Trail Advisors New York	$1.49M	+$1.3M	1	0.4%	Increased
669	SEC Seven Eight Capital New York	$1.48M	-$10.7M	2	0.38%	Reduced
670	Bank Julius Baer & Co Zurich, Switzerland	$1.46M	+$1.85M	3	0.03%	New
671	DA Denali Advisors San Diego, California	$1.45M	-$276K	3	0.32%	Reduced
672	3C 361 Capital Denver, Colorado	$1.45M	+$426K	2	0.66%	Increased
673	GTCM Gyon Technologies Capital Management Denville, New Jersey	$1.43M	+$1.47M	2	2.75%	New
674	RIL Rothschild Investment LLC Chicago, Illinois	$1.43M	-$510K	2	0.19%	Reduced
675	Schonfeld Strategic Advisors New York	$1.43M	-$7.25M	4	0.09%	Reduced