← 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	HVIA Hudson Valley Investment Advisors Goshen, New York	$2.52M	$0	1	0.28%	Maintained
752	SignatureFD Atlanta, Georgia	$2.51M	-$244K	17	0.05%	Reduced
753	SC Shay Capital New York	$2.5M	-$23.4K	1	0.38%	Reduced
754	GIP Granite Investment Partners El Segundo, California	$2.5M	-$442K	1	0.11%	Reduced
755	Kestra Advisory Services Austin, Texas	$2.47M	-$361K	5	0.01%	Reduced
756	Martingale Asset Management Boston, Massachusetts	$2.47M	+$631K	2	0.06%	Increased
757	Raiffeisen Bank International Vienna, Austria	$2.46M	+$2.58M	2	0.04%	New
758	SMC Smith, Moore & Co Clayton, Missouri	$2.46M	-$145K	1	0.22%	Reduced
759	Gateway Investment Advisers Cincinnati, Ohio	$2.45M	-$435K	2	0.03%	Reduced
760	VAG VisionPoint Advisory Group Dallas, Texas	$2.44M	-$784K	1	0.84%	Reduced
761	QGA Q Global Advisors Fort Worth, Texas	$2.44M	+$2.71M	1	2.51%	New
762	Graham Capital Management Rowayton, Connecticut	$2.43M	-$8.17M	5	0.04%	Reduced
763	KA KLCM Advisors Milwaukee, Wisconsin	$2.41M	+$2.47M	1	0.28%	New
764	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$2.41M	-$71.3K	1	0.58%	Reduced
765	OAM Ostrum Asset Management Paris, France	$2.4M	-$2.48M	4	0.21%	Reduced
766	KA Keene & Associates Fort Worth, Texas	$2.4M	+$2.46M	1	1.93%	New
767	RIL Rothschild Investment LLC Chicago, Illinois	$2.39M	-$453K	13	0.16%	Reduced
768	A AlphaQuest New York	$2.39M	-$3.18M	7	0.32%	Reduced
769	JSL JT Stratford LLC Gainesville, Georgia	$2.39M	+$838K	1	0.39%	Increased
770	HB Wealth Management Atlanta, Georgia	$2.38M	-$179K	3	0.02%	Reduced
771	OPA Old Port Advisors Portland, Maine	$2.37M	-$49.2K	1	0.68%	Reduced
772	GJWM Gilliland Jeter Wealth Management Little Rock, Arkansas	$2.36M	-$53.4K	1	0.8%	Reduced
773	PA Paralel Advisors Denver, Colorado	$2.35M	+$218K	1	0.1%	Increased
774	ACM Argent Capital Management St Louis, Missouri	$2.35M	+$344K	1	0.07%	Increased
775	GD Grandfield & Dodd New York	$2.34M	+$2.61M	1	0.14%	New