← 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	Capital Investment Advisors Atlanta, Georgia	$2.32M	+$13K	1	0.08%	Increased
702	IB Intrust Bank Wichita, Kansas	$2.31M	-$330K	2	0.31%	Reduced
703	RFA Reilly Financial Advisors La Mesa, California	$2.31M	+$181K	3	0.2%	Increased
704	PP Paloma Partners Greenwich, Connecticut	$2.31M	-$1.79M	4	0.06%	Reduced
705	PFA Professional Financial Advisors North Platte, Nebraska	$2.29M	$0	2	1.31%	Maintained
706	WCM Wallace Capital Management Dallas, Texas	$2.28M	-$5.75K	1	0.31%	Reduced
707	Pathstone Family Office Englewood, New Jersey	$2.28M	+$182K	3	0.07%	Increased
708	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$2.27M	-$135K	1	0.96%	Reduced
709	MUFG Americas New York	$2.27M	+$942K	2	0.04%	Increased
710	CIM Contrarius Investment Management St. Helier, Jersey	$2.26M	-$89.1K	1	0.12%	Reduced
711	HA Harfst & Associates Sheridan, Wyoming	$2.25M	-$189K	1	0.62%	Reduced
712	AP Advisor Partners Walnut Creek, California	$2.25M	-$191K	5	0.15%	Reduced
713	Cetera Advisor Networks El Segundo, California	$2.25M	-$118K	5	0.03%	Reduced
714	SNS Financial Group Minneapolis, Minnesota	$2.22M	+$157K	1	0.27%	Increased
715	Parallax Volatility Advisers San Francisco, California	$2.22M	+$1.89M	2	0%	Increased
716	Sculptor Capital New York	$2.22M	+$2.54M	1	0.02%	New
717	BCM Bayesian Capital Management Brooklyn, New York	$2.21M	+$1.06M	4	0.64%	Increased
718	MD Financial Management Ottawa, Ontario, Canada	$2.2M	+$92.4K	1	0.06%	Increased
719	EIM Essex Investment Management Boston, Massachusetts	$2.2M	-$13.3K	1	0.27%	Reduced
720	People's United Financial Bridgeport, Connecticut	$2.19M	-$981K	4	0.05%	Reduced
721	IPW Inlet Private Wealth Jupiter, Florida	$2.18M	$0	1	0.59%	Maintained
722	CI Cigna Investments Bloomfield, Connecticut	$2.18M	-$63.7K	4	0.16%	Reduced
723	AA AlphaMark Advisors Ft. Wright, Kentucky	$2.17M	+$1.5K	1	0.79%	Increased
724	IWA Inspirion Wealth Advisors Libertyville, Illinois	$2.16M	+$2.25M	1	0.5%	New
725	CWP Curated Wealth Partners El Segundo, California	$2.15M	$0	1	1.2%	Maintained