← 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	Central Trust Company Jefferson City, Missouri	$1.93M	-$619K	6	0.07%	Reduced
752	Blackhill Capital Morristown, New Jersey	$1.93M	$0	2	0.17%	Maintained
753	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$1.93M	-$47.1K	3	0.88%	Reduced
754	TC Truvestments Capital Sarasota, Florida	$1.9M	+$90.3K	4	1.05%	Increased
755	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.89M	+$19.9K	4	0.2%	Increased
756	RIL Rothschild Investment LLC Chicago, Illinois	$1.87M	-$319K	2	0.16%	Reduced
757	MCP Mirador Capital Partners Pleasanton, California	$1.83M	+$201K	1	0.42%	Increased
758	NGA Naples Global Advisors Naples, Florida	$1.83M	+$278K	3	0.24%	Increased
759	Prospera Financial Services Dallas, Texas	$1.81M	+$913K	3	0.09%	Increased
760	SM Sciencast Management Princeton, New Jersey	$1.81M	+$972K	2	0.51%	Increased
761	RIM Redwood Investment Management Scottsdale, Arizona	$1.81M	+$38.9K	2	0.26%	Increased
762	WAOTB Wealth Advisors of Tampa Bay Tampa, Florida	$1.8M	-$132K	1	0.99%	Reduced
763	Valeo Financial Advisors Carmel, Indiana	$1.8M	+$174K	3	0.1%	Increased
764	FTDI First Trust Direct Indexing Boston, Massachusetts	$1.79M	+$139K	4	0.25%	Increased
765	TNAM Terra Nova Asset Management New York	$1.79M	+$133K	1	1.44%	Increased
766	United Capital Financial Advisors Irving, Texas	$1.78M	+$155K	3	0.01%	Increased
767	EP Edgestream Partners Princeton, New Jersey	$1.76M	-$7.73M	3	0.11%	Reduced
768	Polar Capital Holdings London, United Kingdom	$1.76M	-$296K	2	0.01%	Reduced
769	Laurion Capital Management New York	$1.76M	+$585K	1	0.01%	Increased
770	Kestra Private Wealth Services Austin, Texas	$1.72M	-$334K	2	0.1%	Reduced
771	FIA FNY Investment Advisers New York	$1.72M	+$766K	1	0.8%	Increased
772	Hardman Johnston Global Advisors Stamford, Connecticut	$1.72M	-$6.52K	1	0.05%	Reduced
773	Penserra Capital Management Orinda, California	$1.69M	-$1.15M	7	0.04%	Reduced
774	ANBT American National Bank & Trust Wichita Falls, Texas	$1.69M	+$2.19K	1	0.37%	Increased
775	MC McMorgan & Co San Francisco, California	$1.69M	+$52K	1	0.34%	Increased