← 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
726	GC Garde Capital Seattle, Washington	$693K	-$86.3K	1	0.22%	Reduced
727	RCM Rotella Capital Management Bellevue, Washington	$692K	-$1.84M	1	0.22%	Reduced
728	JMH J.M. Hartwell New York	$690K	$0	1	0.16%	Maintained
729	New York Life Investment Management New York	$690K	$0	2	0.06%	Maintained
730	IEFM IQ EQ Fund Management Dublin 2, Ireland	$683K	+$675K	1	0.11%	New
731	SM Stratton Management King Of Prussia, Pennsylvania	$672K	+$132K	1	0.08%	Increased
732	FPCM Financial Partners Capital Management New York	$665K	-$188K	1	0.17%	Reduced
733	MCM Mork Capital Management Healdsburg, California	$664K	$0	1	0.78%	Maintained
734	TIA Trust Investment Advisors Indianapolis, Indiana	$652K	-$2.1K	1	0.74%	Reduced
735	ICOA Investment Centers of America Bismarck, North Dakota	$648K	+$134K	1	0.1%	Increased
736	CI Constellation Investments Montgomery, Ohio	$645K	+$4.33K	2	0.13%	Increased
737	PVWM Point View Wealth Management Summit, New Jersey	$639K	-$29K	1	0.51%	Reduced
738	Virginia Retirement Systems Richmond, Virginia	$626K	-$460K	2	0.01%	Reduced
739	Brinker Capital Investments Berwyn, Pennsylvania	$625K	+$83.1K	2	0.03%	Increased
740	IRS Invictus RG (Singapore) Singapore	$625K	+$312K	2	0.58%	Increased
741	OMERS Administration Corp Toronto, Ontario, Canada	$624K	+$365K	1	0.02%	Increased
742	Park National Corp Newark, Ohio	$624K	-$26.4K	1	0.04%	Reduced
743	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$623K	$0	1	0.23%	Maintained
744	NERM New England Research & Management Chicago, Illinois	$613K	+$138K	1	0.58%	Increased
745	SIC Shoker Investment Counsel Oxford, Ohio	$612K	-$80.8K	1	0.65%	Reduced
746	Heritage Investors Management Corp Bethesda, Maryland	$610K	+$11.8K	1	0.05%	Increased
747	ACM Americafirst Capital Management Roseville, California	$597K	+$636K	1	0.35%	New
748	BA Bard Associates Chicago, Illinois	$590K	-$3.56K	1	0.34%	Reduced
749	PP Palladium Partners Norfolk, Virginia	$586K	$0	1	0.06%	Maintained
750	SIM Sadoff Investment Management Milwaukee, Wisconsin	$586K	+$27.8K	1	0.08%	Increased