← 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
Sanctuary Advisors
Sanctuary Advisors
Indiana
$3.26M +$3.16M 3 0.02% New
677
MPM
Meritage Portfolio Management
Kansas
$3.25M -$1.55M 2 0.21% Reduced
678
Moran Wealth Management
Moran Wealth Management
Florida
$3.24M -$561K 2 0.11% Reduced
679
MCB
Morton Community Bank
Illinois
$3.23M +$272K 1 0.91% Increased
680
Oppenheimer & Co
Oppenheimer & Co
New York
$3.22M -$776K 4 0.05% Reduced
681
MYAM
Meiji Yasuda Asset Management
Japan
$3.19M +$1.09M 3 0.13% Increased
682
Kestra Advisory Services
Kestra Advisory Services
Texas
$3.18M +$1.37M 7 0.02% Increased
683
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.17M +$205K 1 0.09% Increased
684
AC
AXQ Capital
New Jersey
$3.15M +$1.71M 5 0.74% Increased
685
Wolverine Asset Management
Wolverine Asset Management
Illinois
$3.15M +$786K 3 0.04% Increased
686
SIS
Sound Income Strategies
Florida
$3.13M +$255K 2 0.2% Increased
687
IA
Inspire Advisors
Idaho
$3.11M +$975K 5 0.41% Increased
688
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$3.09M -$404K 1 0.06% Reduced
689
BCM
Barometer Capital Management
Ontario, Canada
$3.08M -$593K 2 1.19% Reduced
690
Equitable Holdings
Equitable Holdings
New York
$3.08M +$152K 1 0.03% Increased
691
LTAS
Linden Thomas Advisory Services
North Carolina
$3.08M +$1.67M 2 0.48% Increased
692
GC
Globeflex Capital
California
$2.96M +$46.5K 3 0.31% Increased
693
CIC
Chase Investment Counsel
Virginia
$2.93M +$2.92M 1 1.04% New
694
DFCM
Dark Forest Capital Management
Puerto Rico
$2.91M +$1.14M 6 0.53% Increased
695
WLC
Walnut Level Capital
Colorado
$2.91M +$2.95M 1 1.29% New
696
MFAM
Motley Fool Asset Management
Virginia
$2.9M +$75.7K 2 0.19% Increased
697
ATFA
All Terrain Financial Advisors
Minnesota
$2.9M +$23.8K 1 1.15% Increased
698
NGA
Naples Global Advisors
Florida
$2.88M +$229K 2 0.29% Increased
699
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$2.86M -$45.5K 4 0.04% Reduced
700
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$2.83M +$2.87M 1 0.17% New