← 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
751	MSI Financial Services Springfield, Massachusetts	$626K	+$89.9K	4	0.07%	Increased
752	New York Life Investment Management New York	$625K	$0	2	0.07%	Maintained
753	DA Dunvegan Associates Santa Barbara, California	$622K	+$356K	2	0.54%	Increased
754	LCM Logan Capital Management Newtown Square, Pennsylvania	$622K	+$618K	1	0.04%	New
755	QS Investors New York	$621K	-$614K	3	0.01%	Reduced
756	PP Palladium Partners Norfolk, Virginia	$614K	$0	1	0.05%	Maintained
757	People's United Financial Bridgeport, Connecticut	$613K	-$498K	3	0.03%	Reduced
758	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$611K	+$694K	1	0.21%	New
759	PPCM Pillar Pacific Capital Management Pacifica, California	$611K	$0	2	0.11%	Maintained
760	MassMutual Private Wealth & Trust Windsor, Connecticut	$609K	-$634K	1	0.2%	Reduced
761	CC ClearArc Capital Cincinnati, Ohio	$606K	+$21.6K	2	0.12%	Increased
762	ID Integral Derivatives New York	$606K	-$24.6K	1	0.01%	Reduced
763	PAM PartnerRe Asset Management Greenwich, Connecticut	$605K	+$85.2K	2	0.1%	Increased
764	MC Montag & Caldwell Atlanta, Georgia	$604K	-$45.4K	1	0.01%	Reduced
765	PC Palo Capital Newport Beach, California	$604K	+$600K	1	0.51%	New
766	Spot Trading Chicago, Illinois	$603K	-$923K	4	0%	Reduced
767	RAM RWC Asset Management London, United Kingdom	$598K	+$219K	1	0.05%	Increased
768	SIM Sadoff Investment Management Milwaukee, Wisconsin	$598K	-$65.1K	1	0.07%	Reduced
769	BC Banced Corp Edwardsville, Illinois	$596K	-$32.9K	1	0.65%	Reduced
770	Cetera Advisor Networks El Segundo, California	$590K	-$17.8K	1	0.04%	Reduced
771	CONA Capital One National Association New York	$586K	-$354K	2	0.06%	Reduced
772	AGM Alpine Global Management New York	$585K	+$575K	2	0.1%	New
773	DSC Duncker Streett & Co St. Louis, Missouri	$580K	$0	3	0.19%	Maintained
774	Wedbush Securities Los Angeles, California	$580K	+$7.28K	2	0.09%	Increased
775	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$579K	$0	1	0.29%	Maintained