← 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	M&G Investment Management London, United Kingdom	$2.03M	-$1.09M	2	0%	Reduced
752	Miracle Mile Advisors Los Angeles, California	$2.03M	+$1.81M	3	0.09%	Increased
753	NGA Naples Global Advisors Naples, Florida	$2.02M	+$72.4K	3	0.23%	Increased
754	Jefferies Group New York	$2.01M	+$2.18M	1	0.01%	New
755	ZB Zions Bancorporation Salt Lake City, Utah	$2.01M	+$1M	6	0.18%	Increased
756	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.99M	+$381K	4	0.18%	Increased
757	Cerity Partners New York	$1.97M	-$388K	3	0.03%	Reduced
758	Belvedere Trading Chicago, Illinois	$1.97M	+$2M	1	0.05%	New
759	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$1.95M	+$1.98M	2	0.38%	New
760	PCM Prelude Capital Management New York	$1.95M	-$1.67M	4	0.06%	Reduced
761	Kestra Private Wealth Services Austin, Texas	$1.95M	+$279K	2	0.1%	Increased
762	AssetMark Inc Concord, California	$1.93M	+$678K	7	0.01%	Increased
763	FTDI First Trust Direct Indexing Boston, Massachusetts	$1.93M	+$172K	4	0.23%	Increased
764	BCC Bridge City Capital Lake Oswego, Oregon	$1.9M	+$589K	1	0.89%	Increased
765	Park Avenue Securities New York	$1.9M	+$184K	4	0.03%	Increased
766	Magnetar Financial Evanston, Illinois	$1.89M	-$1.17M	1	0.02%	Reduced
767	RegentAtlantic Capital Morristown, New Jersey	$1.87M	-$65.1K	4	0.05%	Reduced
768	JB Capital Wethersfield, Connecticut	$1.86M	+$1.49M	2	0.18%	Increased
769	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$1.84M	-$144K	5	0.02%	Reduced
770	Central Trust Company Jefferson City, Missouri	$1.83M	+$49.8K	8	0.05%	Increased
771	QT Quantamental Technologies White Plains, New York	$1.83M	+$758K	2	1.06%	Increased
772	Coldstream Capital Management Bellevue, Washington	$1.83M	-$1.73M	2	0.06%	Reduced
773	AMC Asset Management Corp Northbrook, Illinois	$1.82M	+$91K	1	0.91%	Increased
774	ACM Argyle Capital Management Center Valley, Pennsylvania	$1.82M	-$95.4K	2	0.59%	Reduced
775	FWM Frontier Wealth Management Kansas City, Missouri	$1.82M	+$1.76M	1	0.02%	New