← 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	Cannell & Spears New York	$3.96M	-$1.69M	1	0.08%	Reduced
652	MCB Morton Community Bank East Peoria, Illinois	$3.96M	+$43.3K	1	1.05%	Increased
653	SFCM Savoir Faire Capital Management Norwalk, Connecticut	$3.95M	+$4.04M	1	1.88%	New
654	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$3.93M	-$82.5K	2	2.11%	Reduced
655	Dakota Wealth Management Palm Beach Gardens, Florida	$3.91M	+$3.85M	2	0.09%	Increased
656	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$3.9M	-$101K	4	0.13%	Reduced
657	LTAS Linden Thomas Advisory Services Charlotte, North Carolina	$3.86M	+$160K	2	0.49%	Increased
658	Oppenheimer & Co New York	$3.86M	+$242K	4	0.06%	Increased
659	BPC Bryce Point Capital Scarsdale, New York	$3.84M	+$4.06M	3	1.11%	New
660	Tocqueville Asset Management New York	$3.8M	+$9.6K	2	0.06%	Increased
661	Summit Trail Advisors New York	$3.8M	-$428K	1	0.14%	Reduced
662	DWA Dorsey Wright & Associates Pasadena, California	$3.8M	+$11.6K	1	0.91%	Increased
663	ET Entropy Technologies New York	$3.78M	-$443K	3	0.39%	Reduced
664	Kayne Anderson Rudnick Investment Management Los Angeles, California	$3.78M	-$863K	7	0.01%	Reduced
665	Prime Capital Investment Advisors Overland Park, Kansas	$3.77M	-$327K	1	0.05%	Reduced
666	SIS Sound Income Strategies Ft Lauderdale, Florida	$3.76M	+$450K	4	0.23%	Increased
667	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$3.74M	-$527K	1	0.47%	Reduced
668	Erste Asset Management Vienna, Austria	$3.73M	+$2.87M	1	0.05%	Increased
669	CI Investments Inc Toronto, Ontario, Canada	$3.71M	+$1.32M	7	0.01%	Increased
670	SI Sapience Investments Newport Beach, California	$3.68M	-$847K	2	2.15%	Reduced
671	iA Global Asset Management Quebec, Quebec, Canada	$3.68M	+$329K	3	0.06%	Increased
672	Miracle Mile Advisors Los Angeles, California	$3.66M	+$2.5M	4	0.07%	Increased
673	MPM Meritage Portfolio Management Overland Park, Kansas	$3.61M	-$19.5K	2	0.22%	Reduced
674	FFM Fisher Funds Management Auckland, New Zealand	$3.58M	+$3.83M	2	0.09%	New
675	ING Group Amsterdam, Netherlands	$3.57M	-$1.69M	2	0.02%	Reduced