← 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	PSC Prentiss Smith & Co Brattleboro, Vermont	$2.27M	+$2.02M	1	1.36%	New
727	Ruffer LLP London, United Kingdom	$2.26M	-$1.09M	1	0.05%	Reduced
728	PFA Professional Financial Advisors North Platte, Nebraska	$2.25M	$0	2	0.97%	Maintained
729	Capital Investment Advisors Atlanta, Georgia	$2.24M	-$23.6K	1	0.07%	Reduced
730	Simplex Trading Chicago, Illinois	$2.23M	-$510K	7	0%	Reduced
731	AP AtonRa Partners Geneva, Switzerland	$2.23M	-$985K	1	1.21%	Reduced
732	Heritage Wealth Advisors Richmond, Virginia	$2.23M	+$1.13K	4	0.12%	Increased
733	AEGON Asset Management (UK) Edinburgh, United Kingdom	$2.22M	-$542K	1	0.03%	Reduced
734	Profund Advisors Bethesda, Maryland	$2.21M	+$349K	6	0.09%	Increased
735	CK Cohen Klingenstein New York	$2.2M	$0	3	0.09%	Maintained
736	GF Gries Financial Cleveland, Ohio	$2.19M	+$747K	1	0.8%	Increased
737	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$2.19M	+$140K	1	0.56%	Increased
738	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$2.17M	-$692K	2	0.01%	Reduced
739	Veritable Wilmington, Delaware	$2.16M	+$55.4K	4	0.03%	Increased
740	SNS Financial Group Minneapolis, Minnesota	$2.15M	-$170	1	0.24%	Reduced
741	FP Factorial Partners Mt. Kisco, New York	$2.15M	+$117K	2	1.48%	Increased
742	HSA Hussman Strategic Advisors Ellicott City, Maryland	$2.15M	+$362K	4	0.42%	Increased
743	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$2.14M	+$2.11M	8	0.5%	Increased
744	MUFG Americas New York	$2.13M	+$117K	1	0.04%	Increased
745	CWP Curated Wealth Partners El Segundo, California	$2.11M	$0	1	0.71%	Maintained
746	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$2.1M	+$788K	4	0.07%	Increased
747	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$2.1M	-$9.07K	2	0.42%	Reduced
748	CP Covenant Partners Nashville, Tennessee	$2.07M	-$141K	2	0.83%	Reduced
749	IB Intrust Bank Wichita, Kansas	$2.05M	+$325K	2	0.26%	Increased
750	AE Wealth Management Topeka, Kansas	$2.04M	+$299K	3	0.01%	Increased