← 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	PCM Prelude Capital Management New York	$1.27M	+$487K	3	0.06%	Increased
727	CRIG Charter Research & Investment Group Southport, Connecticut	$1.26M	+$25.6K	1	1.37%	Increased
728	CAPTRUST Financial Advisors Raleigh, North Carolina	$1.26M	+$208K	8	0.04%	Increased
729	South Dakota Investment Council Sioux Falls, South Dakota	$1.26M	+$163K	4	0.02%	Increased
730	E. Ohman J:or Asset Management Stockholm, Sweden	$1.24M	$0	2	0.08%	Maintained
731	SIC Shoker Investment Counsel Oxford, Ohio	$1.24M	+$14.8K	1	0.89%	Increased
732	Swiss Life Asset Management Zurich,	$1.24M	+$234K	1	0.02%	Increased
733	NA Navellier & Associates Reno, Nevada	$1.24M	-$308K	1	0.2%	Reduced
734	FRM Fox Run Management Greenwich, Connecticut	$1.22M	+$139K	3	1.11%	Increased
735	FLI Family Legacy Inc Greenville, South Carolina	$1.22M	+$3.74K	2	0.76%	Increased
736	RIL Rothschild Investment LLC Chicago, Illinois	$1.21M	+$221K	2	0.14%	Increased
737	TRAM Tuscan Ridge Asset Management Chicago, Illinois	$1.21M	+$134K	2	0.07%	Increased
738	HRT Financial New York	$1.2M	-$449K	4	0.06%	Reduced
739	WP WealthPLAN Partners Omaha, Nebraska	$1.19M	+$776K	2	0.16%	Increased
740	Burney Company Reston, Virginia	$1.19M	+$450K	2	0.07%	Increased
741	Aptus Capital Advisors Fairhope, Alabama	$1.18M	-$41.4K	1	0.07%	Reduced
742	TCM Tributary Capital Management Omaha, Nebraska	$1.18M	-$781K	1	0.09%	Reduced
743	LRPA L. Roy Papp & Associates Phoenix, Arizona	$1.18M	$0	1	0.18%	Maintained
744	6M 6 Meridian Wichita, Kansas	$1.15M	+$87.1K	2	0.11%	Increased
745	TEE Tibra Equities Europe London, United Kingdom	$1.14M	+$1.16M	1	0.14%	New
746	RegentAtlantic Capital Morristown, New Jersey	$1.14M	-$39.9K	2	0.07%	Reduced
747	MAM Meeder Asset Management Dublin, Ohio	$1.14M	-$170K	9	0.08%	Reduced
748	MA MYDA Advisors Woodmere, New York	$1.14M	+$847K	1	0.52%	New
749	Laird Norton Wetherby Wealth Management San Francisco, California	$1.13M	-$61.6K	4	0.12%	Reduced
750	AF Advisornet Financial Minnetonka, Minnesota	$1.11M	+$438K	5	0.1%	Increased