← 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	ZCM Zebra Capital Management Stamford, Connecticut	$977K	+$594K	1	0.33%	Increased
752	OWA One Wealth Advisors San Francisco, California	$971K	+$919K	3	0.79%	New
753	PTC Private Trust Company Cleveland, Ohio	$969K	-$110K	1	0.21%	Reduced
754	Alyeska Investment Group Chicago, Illinois	$967K	-$41.5M	1	0.01%	Reduced
755	Freestone Capital Holdings Seattle, Washington	$961K	+$738	1	0.07%	Increased
756	WPC White Pine Capital Bloomington, Minnesota	$956K	-$27.8K	1	0.35%	Reduced
757	Fayez Sarofim & Co Houston, Texas	$953K	$0	2	0%	Maintained
758	FNB Farmers National Bank Danville, Kentucky	$945K	-$216K	2	0.55%	Reduced
759	Highbridge Capital Management New York	$944K	-$15.2M	3	0.02%	Reduced
760	IndexIQ Advisors New York	$942K	-$1.82M	2	0.03%	Reduced
761	Conning Inc Hartford, Connecticut	$940K	+$147K	3	0.03%	Increased
762	CAM Cubic Asset Management Boston, Massachusetts	$934K	-$3.55K	1	0.26%	Reduced
763	S SimplyRich Carlsbad, California	$933K	+$882K	1	0.52%	New
764	WC Whitnell & Co Oak Brook, Illinois	$926K	+$1.04K	3	0.39%	Increased
765	FC Ferris Capital Marlborough, Massachusetts	$925K	+$869K	2	0.33%	New
766	MLIC Mandatum Life Insurance Company Helsinki, Finland	$925K	$0	2	0.14%	Maintained
767	SA SL Advisors Westfield, New Jersey	$923K	-$9.03K	2	1.57%	Reduced
768	CG Cutler Group San Francisco, California	$907K	-$921K	6	0.04%	Reduced
769	Thompson Siegel & Walmsley Richmond, Virginia	$905K	+$709K	4	0.01%	Increased
770	ANRIA American National Registered Investment Advisor Galveston, Texas	$904K	$0	2	0.43%	Maintained
771	TAL TIG Advisors LLC New York	$899K	+$766K	1	0.05%	New
772	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$896K	-$764K	1	0.1%	Reduced
773	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$896K	-$1.96M	5	0.2%	Reduced
774	AT Arden Trust Wilmington, Delaware	$893K	-$44K	2	0.14%	Reduced
775	GPCM Granite Point Capital Management Boston, Massachusetts	$889K	+$64.6K	1	0.09%	Increased