← 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	Veritable Wilmington, Delaware	$2.15M	+$100K	4	0.03%	Increased
727	Integrated Wealth Concepts Waltham, Massachusetts	$2.14M	+$514K	4	0.07%	Increased
728	SP Symmetry Partners Glastonbury, Connecticut	$2.13M	-$236K	3	0.14%	Reduced
729	SAM Serengeti Asset Management New York	$2.12M	-$742K	1	0.07%	Reduced
730	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$2.12M	$0	2	0.48%	Maintained
731	CA Capitolis Advisors New York	$2.11M	-$1.07M	3	0.02%	Reduced
732	RBF Capital San Francisco, California	$2.11M	-$4.68M	2	0.12%	Reduced
733	RIM Redpoint Investment Management Sydney, NSW, Australia	$2.1M	-$295K	3	0.18%	Reduced
734	P Pitcairn Conshohocken, Pennsylvania	$2.08M	-$1.07M	2	0.14%	Reduced
735	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$2.07M	+$33.7K	1	0.58%	Increased
736	PCM Penn Capital Management Philadelphia, Pennsylvania	$2.06M	-$458K	1	0.21%	Reduced
737	Pallas Capital Advisors Braintree, Massachusetts	$2.05M	+$581K	2	0.22%	Increased
738	Old Mission Capital Chicago, Illinois	$2.03M	-$29M	1	0.08%	Reduced
739	PCM Prentice Capital Management Greenwich, Connecticut	$2M	+$2.87M	1	0.51%	New
740	IRF IBM Retirement Fund Armonk, New York	$2M	+$3.28K	4	0.16%	Increased
741	ACM Argyle Capital Management Center Valley, Pennsylvania	$2M	$0	2	0.66%	Maintained
742	AMG National Trust Bank Greenwood Village, Colorado	$2M	+$1.97M	2	0.06%	Increased
743	GP Girard Partners King Of Prussia, Pennsylvania	$1.99M	+$210K	1	0.25%	Increased
744	AP AtonRa Partners Geneva, Switzerland	$1.99M	+$256K	1	0.67%	Increased
745	APF Alaska Permanent Fund Juneau, Alaska	$1.98M	$0	1	0.04%	Maintained
746	LG Leuthold Group Minneapolis, Minnesota	$1.97M	+$7.11K	1	0.24%	Increased
747	Maven Securities St Helier, Jersey	$1.97M	+$1.2M	1	0.06%	Increased
748	RegentAtlantic Capital Morristown, New Jersey	$1.96M	+$43.8K	4	0.06%	Increased
749	QIM Quantitative Investment Management Charlottesville, Virginia	$1.95M	-$4.21M	2	0.18%	Reduced
750	PCS Personal CFO Solutions Chester, New Jersey	$1.94M	+$17.6K	2	0.4%	Increased