← 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
776	CP Camelot Portfolios Maumee, Ohio	$1.43M	-$194K	2	1%	Reduced
777	Kestra Private Wealth Services Austin, Texas	$1.42M	-$710K	2	0.02%	Reduced
778	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$1.41M	-$625K	1	0.47%	Reduced
779	Empirical Wealth Management Seattle, Washington	$1.4M	+$59.8K	3	0.02%	Increased
780	MAS Meeder Advisory Services Dublin, Ohio	$1.4M	-$39.4K	3	0.05%	Reduced
781	FCM Fieldview Capital Management Niles, Michigan	$1.4M	+$891K	3	0.4%	Increased
782	MFWP Mosaic Family Wealth Partners St. Louis, Missouri	$1.38M	+$1.47M	1	0.09%	New
783	Impax Asset Management Group London, United Kingdom	$1.38M	$0	1	0.01%	Maintained
784	Farther Finance Advisors San Francisco, California	$1.38M	+$132K	20	0.01%	Increased
785	Temasek Holdings Singapore	$1.37M	$0	1	0%	Maintained
786	Walleye Trading New York	$1.37M	-$357K	6	0%	Reduced
787	SOS Silver Oak Securities Jackson, Tennessee	$1.36M	-$78.8K	1	0.08%	Reduced
788	BOCH Blue Owl Capital Holdings New York	$1.35M	-$150K	1	0.2%	Reduced
789	DCM Dimension Capital Management Coral Gables, Florida	$1.34M	$0	1	0.16%	Maintained
790	World Investment Advisors Santa Barbara, California	$1.34M	+$1.73K	2	0.02%	Increased
791	MFS Miller Financial Services Marshall, Michigan	$1.33M	-$15.9K	1	1.07%	Reduced
792	Whittier Trust South Pasadena, California	$1.33M	-$32.3K	6	0.01%	Reduced
793	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$1.32M	+$144K	1	0.18%	Increased
794	CK Cohen Klingenstein New York	$1.32M	$0	2	0.04%	Maintained
795	BCM Barometer Capital Management Toronto, Ontario, Canada	$1.32M	+$269K	1	0.37%	Increased
796	1WA 180 Wealth Advisors Federal Way, Washington	$1.31M	+$562K	1	0.13%	Increased
797	Williams Jones Wealth Management New York	$1.31M	+$34.6K	4	0.01%	Increased
798	DI Deeter Investments Austin, Texas	$1.3M	$0	1	0.18%	Maintained
799	EverSource Wealth Advisors Birmingham, Alabama	$1.29M	-$119K	18	0.04%	Reduced
800	Weiss Asset Management Boston, Massachusetts	$1.28M	-$11.4M	2	0.01%	Reduced