← 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	LWMM Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$1.63M	+$19.3K	1	1.24%	Increased
702	HSA Hussman Strategic Advisors Ellicott City, Maryland	$1.61M	+$1.52M	2	0.41%	New
703	Resources Management Corp West Hartford, Connecticut	$1.61M	+$155K	4	0.31%	Increased
704	Summit Trail Advisors New York	$1.61M	+$56.8K	1	0.3%	Increased
705	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$1.6M	+$108K	7	0.45%	Increased
706	Rothschild Investment LLC Chicago, Illinois	$1.58M	+$55.4K	2	0.19%	Increased
707	Meiji Yasuda Life Insurance Tokyo, Japan	$1.58M	+$287K	3	0.06%	Increased
708	Fuller & Thaler Asset Management San Mateo, California	$1.58M	+$1.52M	1	0.02%	New
709	GCC Game Creek Capital Boston, Massachusetts	$1.57M	+$1.45M	1	1.29%	New
710	KSCM Kamunting Street Capital Management Miami Beach, Florida	$1.57M	+$1.36M	1	1.8%	New
711	Bank Julius Baer & Co Zurich, Switzerland	$1.56M	-$72.9K	4	0.02%	Reduced
712	CRIG Charter Research & Investment Group Southport, Connecticut	$1.56M	$0	1	1.8%	Maintained
713	Cerity Partners OCIO New York	$1.56M	-$7.04K	2	0.07%	Reduced
714	GS Gagnon Securities New York	$1.56M	-$117K	1	0.38%	Reduced
715	PGIM Pacific Global Investment Management Glendale, California	$1.56M	-$889K	3	0.44%	Reduced
716	WCM Weld Capital Management New York	$1.55M	+$891K	3	0.61%	Increased
717	First Midwest Bank Trust Division Joliet, Illinois	$1.55M	+$491K	1	0.25%	Increased
718	EFEM Eos Focused Equity Management New York	$1.55M	-$2.12M	1	1.81%	Reduced
719	Parallel Advisors San Francisco, California	$1.54M	+$485K	10	0.1%	Increased
720	SIC Shoker Investment Counsel Oxford, Ohio	$1.53M	+$567	1	1.07%	Increased
721	Exchange Traded Concepts Oklahoma City, Oklahoma	$1.53M	-$334K	6	0.25%	Reduced
722	Cornerstone Wealth Group Huntersville, North Carolina	$1.52M	+$60.2K	1	0.38%	Increased
723	Hudson Bay Capital Management Stamford, Connecticut	$1.52M	-$1.72M	2	0.03%	Reduced
724	AE Wealth Management Topeka, Kansas	$1.52M	-$324K	3	0.02%	Reduced
725	Brandes Investment Partners La Jolla, California	$1.52M	-$29K	1	0.05%	Reduced