← 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	Kentucky Retirement Systems Frankfort, Kentucky	$3.5M	-$224K	3	0.1%	Reduced
652	NIA NIA Impact Advisors Berkeley, California	$3.49M	-$3.41K	1	1.21%	Reduced
653	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$3.48M	-$611K	1	1.76%	Reduced
654	MCM Monimus Capital Management Woodbridge, New Jersey	$3.42M	+$911K	1	2.49%	Increased
655	Huber Capital Management El Segundo, California	$3.42M	+$364K	1	0.58%	Increased
656	Ascent Wealth Partners New Hartford, New York	$3.39M	-$36K	1	0.42%	Reduced
657	LI LHM Inc Sandy, Utah	$3.36M	+$560K	1	1.11%	Increased
658	Cumberland Partners Toronto, Ontario, Canada	$3.35M	-$239K	1	0.23%	Reduced
659	LMCG Investments Boston, Massachusetts	$3.33M	-$316K	1	0.21%	Reduced
660	Raiffeisen Bank International Vienna, Austria	$3.31M	-$8.59K	2	0.05%	Reduced
661	SIM SummerHaven Investment Management Stamford, Connecticut	$3.29M	+$77.6K	5	2.16%	Increased
662	Meritage Portfolio Management Overland Park, Kansas	$3.27M	+$484K	1	0.21%	Increased
663	Hodges Capital Management Dallas, Texas	$3.26M	+$5.8K	2	0.31%	Increased
664	CAIM Catherine Avery Investment Management Longboat Key, Florida	$3.26M	+$568K	1	2.48%	Increased
665	First National Advisers Omaha, Nebraska	$3.25M	+$16.1K	2	0.48%	Increased
666	WG Watchman Group Plano, Texas	$3.24M	-$112K	1	0.84%	Reduced
667	Quadrant Capital Group Cincinnati, Ohio	$3.23M	-$1.54M	6	0.12%	Reduced
668	State of Wyoming Cheyenne, Wyoming	$3.22M	+$434K	13	0.39%	Increased
669	Sound Income Strategies Ft Lauderdale, Florida	$3.2M	+$208K	6	0.18%	Increased
670	Advisors Capital Management Ridgewood, New Jersey	$3.2M	+$523K	1	0.04%	Increased
671	Dean Investment Associates Beavercreek, Ohio	$3.16M	+$175K	1	0.46%	Increased
672	PFM Patton Fund Management Dallas, Texas	$3.14M	-$3.94M	4	0.69%	Reduced
673	Atria Investments Charlotte, North Carolina	$3.07M	-$51.5K	6	0.04%	Reduced
674	SM Sciencast Management Princeton, New Jersey	$3.05M	-$417K	2	0.63%	Reduced
675	MASTERINVEST Kapitalanlage Vienna,	$3.02M	+$2.8M	1	0.32%	New