← 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	Burney Company Reston, Virginia	$2.56M	-$347K	3	0.12%	Reduced
702	FL Fort LP Chevy Chase, Maryland	$2.56M	-$530K	4	0.97%	Reduced
703	EGI EAM Global Investors Solana Beach, California	$2.54M	$0	1	0.47%	Maintained
704	IIA ICW Investment Advisors Scottsdale, Arizona	$2.54M	-$3.14K	1	1.46%	Reduced
705	MC McMorgan & Co San Francisco, California	$2.53M	-$124K	1	0.55%	Reduced
706	Ninety One (UK) London, United Kingdom	$2.48M	$0	1	0.01%	Maintained
707	IndexIQ Advisors New York	$2.48M	-$28.2K	7	0.09%	Reduced
708	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$2.44M	+$41.3K	1	0.24%	Increased
709	Old National Bancorp Evansville, Indiana	$2.43M	+$1.95M	2	0.09%	Increased
710	DCM Dimension Capital Management Coral Gables, Florida	$2.39M	+$789K	1	0.44%	Increased
711	CIP Capital Insight Partners Scottsdale, Arizona	$2.38M	+$317K	1	0.49%	Increased
712	MCP Mirador Capital Partners Pleasanton, California	$2.38M	+$292K	1	0.48%	Increased
713	PP Paloma Partners Greenwich, Connecticut	$2.38M	-$10.9M	2	0.07%	Reduced
714	Empirical Finance Havertown, Pennsylvania	$2.37M	+$121K	4	0.27%	Increased
715	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$2.33M	+$1.47M	1	0.23%	New
716	TD Private Client Wealth New York	$2.33M	+$717K	5	0.1%	Increased
717	Colony Group Boston, Massachusetts	$2.33M	+$1.56M	3	0.03%	Increased
718	Kestra Advisory Services Austin, Texas	$2.33M	-$210K	3	0.02%	Reduced
719	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$2.32M	$0	4	0.31%	Maintained
720	AP Advisor Partners Walnut Creek, California	$2.31M	+$234K	6	0.14%	Increased
721	Steward Partners Investment Advisory New York	$2.3M	-$89.7K	10	0.04%	Reduced
722	Financial Engines Advisors Santa Clara, California	$2.3M	+$119K	1	0.01%	Increased
723	CAM ClariVest Asset Management San Diego, California	$2.29M	-$39.5K	4	0.09%	Reduced
724	EIM Essex Investment Management Boston, Massachusetts	$2.28M	+$106K	1	0.28%	Increased
725	AMG National Trust Bank Greenwood Village, Colorado	$2.27M	+$449K	2	0.07%	Increased