← 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
676	DIA Dean Investment Associates Beavercreek, Ohio	$2.89M	-$916K	2	0.52%	Reduced
677	Parallax Volatility Advisers San Francisco, California	$2.81M	+$2.1M	4	0%	Increased
678	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$2.81M	-$67.4K	1	1.06%	Reduced
679	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$2.8M	-$13.8K	1	1.13%	Reduced
680	SSCM Summit Street Capital Management New York	$2.79M	$0	1	1.69%	Maintained
681	JIR James Investment Research Alpha, Ohio	$2.78M	-$1.54M	3	0.29%	Reduced
682	LAM L2 Asset Management Wayland, Massachusetts	$2.78M	+$222K	1	1.6%	Increased
683	Beacon Pointe Advisors Newport Beach, California	$2.75M	+$2.19M	4	0.04%	Increased
684	AIA Affinity Investment Advisors Newport Beach, California	$2.75M	-$372K	3	1.12%	Reduced
685	MC Middleton & Co Boston, Massachusetts	$2.74M	-$73.6K	1	0.29%	Reduced
686	RMC Resources Management Corp West Hartford, Connecticut	$2.73M	-$726	4	0.38%	Reduced
687	AIC Aurora Investment Counsel Atlanta, Georgia	$2.72M	+$40.4K	2	1.74%	Increased
688	Cetera Investment Advisers Schaumburg, Illinois	$2.72M	+$292K	4	0.04%	Increased
689	OF Outfitter Financial Brunswick, Maine	$2.72M	+$77.6K	2	2.08%	Increased
690	LRPA L. Roy Papp & Associates Phoenix, Arizona	$2.71M	+$549K	2	0.34%	Increased
691	Sit Investment Associates Minneapolis, Minnesota	$2.71M	-$696K	1	0.07%	Reduced
692	ECM Everence Capital Management Goshen, Indiana	$2.71M	+$685K	6	0.21%	Increased
693	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$2.69M	-$489K	13	0%	Reduced
694	AHC Anderson Hoagland & Co St Louis, Missouri	$2.68M	+$968K	1	0.35%	Increased
695	HVIA Hudson Valley Investment Advisors Goshen, New York	$2.67M	$0	1	0.36%	Maintained
696	MAI Capital Management Independence, Ohio	$2.67M	-$31.2K	1	0.05%	Reduced
697	HA Harfst & Associates Sheridan, Wyoming	$2.66M	+$60K	1	0.62%	Increased
698	Liontrust Investment Partners London, United Kingdom	$2.64M	$0	1	0.03%	Maintained
699	Sanders Capital West Palm Beach, Florida	$2.62M	+$2.72M	1	0.01%	New
700	Integral Health Asset Management New York	$2.57M	+$2.29M	1	0.67%	New