← 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	DILH Dai-ichi Life Holdings Tokyo, Japan	$640K	-$1.13M	2	0.02%	Reduced
777	Obermeyer Wealth Partners Aspen, Colorado	$639K	+$22.7K	1	0.06%	Increased
778	MIP Marietta Investment Partners Milwaukee, Wisconsin	$629K	+$15.9K	1	0.22%	Increased
779	PP Palladium Partners Norfolk, Virginia	$627K	$0	1	0.06%	Maintained
780	QAM Quantres Asset Management Cayman, Cayman Islands	$626K	+$600K	1	0.39%	New
781	Global X Management Company New York	$625K	+$215K	5	0.03%	Increased
782	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$622K	$0	1	0.21%	Maintained
783	LRPA L. Roy Papp & Associates Phoenix, Arizona	$616K	$0	1	0.15%	Maintained
784	SWA SFMG Wealth Advisors Plano, Texas	$611K	-$43.1K	1	0.14%	Reduced
785	SB Simmons Bank Pine Bluff, Arkansas	$609K	+$78.5K	1	0.07%	Increased
786	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$603K	+$30.2K	1	0.25%	Increased
787	IP Isthmus Partners Madison, Wisconsin	$599K	-$3.12K	1	0.2%	Reduced
788	UR USCA RIA Houston, Texas	$597K	+$583K	1	0.1%	New
789	FWP FAS Wealth Partners Leawood, Kansas	$596K	+$47.3K	1	0.22%	Increased
790	NMC Nine Masts Capital Central, Hong Kong	$593K	+$487K	1	0.14%	Increased
791	WAM Weatherly Asset Management Del Mar, California	$590K	+$36	1	0.19%	Increased
792	PVWM Point View Wealth Management Summit, New Jersey	$589K	-$2.45K	1	0.36%	Reduced
793	Brinker Capital Berwyn, Pennsylvania	$585K	-$15.1K	1	0.05%	Reduced
794	CC Courier Capital Buffalo, New York	$585K	-$10.1K	1	0.12%	Reduced
795	GA Geneva Advisors Chicago, Illinois	$585K	+$255K	2	0.01%	Increased
796	MCM Manchester Capital Management Manchester, Vermont	$584K	$0	2	0.08%	Maintained
797	WI WrapManager Inc Mill Valley, California	$567K	+$277K	2	0.23%	Increased
798	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$565K	+$139K	6	0.16%	Increased
799	TC Toews Corporation Northfield, New Jersey	$564K	+$552K	1	0.24%	New
800	Wedge Capital Management Charlotte, North Carolina	$563K	+$51K	1	0.01%	Increased