← 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
701	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$1.26M	-$421K	3	0.03%	Reduced
702	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$1.26M	-$422K	10	0.64%	Reduced
703	Paloma Partners Greenwich, Connecticut	$1.25M	-$19M	4	0.07%	Reduced
704	TC TownSquare Capital Provo, Utah	$1.25M	-$14.2K	2	0.1%	Reduced
705	Cypress Capital Group Palm Beach, Florida	$1.24M	-$868K	2	0.29%	Reduced
706	SIM Spark Investment Management New York	$1.24M	-$5.4M	1	0.66%	Reduced
707	L2 Asset Management Wayland, Massachusetts	$1.24M	+$1.28M	1	1.39%	New
708	Sargent Bickham Lagudis Boulder, Colorado	$1.23M	+$1.7M	2	0.16%	Increased
709	AGF Investments LLC Toronto, Ontario, Canada	$1.23M	-$278K	2	0.16%	Reduced
710	SM Sciencast Management Princeton, New Jersey	$1.23M	-$527K	2	0.34%	Reduced
711	Maven Securities St Helier, Jersey	$1.22M	-$2.5M	1	0.15%	Reduced
712	Naples Global Advisors Naples, Florida	$1.22M	+$295K	3	0.32%	Increased
713	Cornerstone Wealth Group Huntersville, North Carolina	$1.22M	-$238K	1	0.43%	Reduced
714	Wealth Enhancement Advisory Services Plymouth, Minnesota	$1.21M	+$1.22M	1	0.04%	New
715	Parkman Healthcare Partners Stamford, Connecticut	$1.21M	-$352K	1	0.56%	Reduced
716	Walleye Capital New York	$1.21M	+$1.05M	3	0.27%	Increased
717	Symmetry Partners Glastonbury, Connecticut	$1.2M	+$1.04M	3	0.27%	Increased
718	Burney Company Reston, Virginia	$1.19M	+$12.3K	2	0.09%	Increased
719	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$1.18M	+$170K	2	0.14%	Increased
720	FA FDx Advisors Chicago, Illinois	$1.17M	-$380K	2	0.08%	Reduced
721	Meiji Yasuda Life Insurance Tokyo, Japan	$1.17M	+$307K	2	0.23%	Increased
722	BCC Bridge City Capital Lake Oswego, Oregon	$1.16M	+$1.7M	1	0.56%	New
723	MGO One Seven Beachwood, Ohio	$1.16M	-$80.9K	2	0.39%	Reduced
724	Ancora Advisors Cleveland, Ohio	$1.16M	-$3.86M	7	0.05%	Reduced
725	Empirical Finance Havertown, Pennsylvania	$1.15M	+$1.47M	1	0.36%	New