← 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	Metis Global Partners San Diego, California	$2.84M	+$336K	4	0.09%	Increased
727	Salem Investment Counselors Winston Salem, North Carolina	$2.84M	-$96.4K	7	0.09%	Reduced
728	AFA Abacus FCF Advisors Orlando, Florida	$2.83M	-$621K	1	0.37%	Reduced
729	OA Oxbow Advisors Austin, Texas	$2.82M	+$8.19K	1	0.33%	Increased
730	PFC Phocas Financial Corp Alameda, California	$2.81M	+$2.87M	1	0.38%	New
731	SW SlateStone Wealth Jupiter, Florida	$2.8M	+$168K	1	0.27%	Increased
732	VI Versor Investments New York	$2.78M	-$308K	4	0.48%	Reduced
733	CWP Curated Wealth Partners El Segundo, California	$2.77M	$0	1	0.32%	Maintained
734	CD Chapin Davis Baltimore, Maryland	$2.75M	$0	1	0.9%	Maintained
735	Steward Partners Investment Advisory New York	$2.74M	-$82.7K	13	0.02%	Reduced
736	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$2.73M	+$1.53M	2	0.61%	Increased
737	Atria Investments Charlotte, North Carolina	$2.71M	-$602K	4	0.03%	Reduced
738	GC Globeflex Capital San Diego, California	$2.71M	-$5.61K	2	0.23%	Reduced
739	Spire Wealth Management Mclean, Virginia	$2.71M	+$308K	8	0.08%	Increased
740	SGAM Smith Group Asset Management Dallas, Texas	$2.7M	-$505K	2	0.2%	Reduced
741	BG BDF Gestion Paris, France	$2.7M	-$369K	1	0.28%	Reduced
742	HA Harfst & Associates Sheridan, Wyoming	$2.68M	-$48.2K	1	0.56%	Reduced
743	EIP Easterly Investment Partners Beverly, Massachusetts	$2.65M	+$2.96M	1	0.21%	New
744	Pallas Capital Advisors Braintree, Massachusetts	$2.65M	+$945K	3	0.11%	Increased
745	Diversified Trust Memphis, Tennessee	$2.64M	+$452K	4	0.06%	Increased
746	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$2.6M	+$386K	1	0.03%	Increased
747	IIA ICW Investment Advisors Scottsdale, Arizona	$2.6M	+$18.5K	1	1.08%	Increased
748	AIA Group Hong Kong	$2.58M	-$81.7K	2	0.06%	Reduced
749	Hancock Whitney Gulfport, Mississippi	$2.56M	-$131K	3	0.08%	Reduced
750	NEOS Investment Management Westport, Connecticut	$2.52M	+$567K	3	0.06%	Increased