← 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	PVWM Point View Wealth Management Summit, New Jersey	$709K	-$14.2K	1	0.35%	Reduced
777	Freestone Capital Holdings Seattle, Washington	$702K	-$114K	1	0.05%	Reduced
778	UR USCA RIA Houston, Texas	$700K	+$154K	1	0.09%	Increased
779	Livforsakringsbolaget Skandia Stockholm, Sweden	$694K	$0	3	0.06%	Maintained
780	AAM Azzad Asset Management Falls Church, Virginia	$694K	+$656K	1	0.25%	New
781	SCM Segantii Capital Management Hong Kong	$693K	-$1.42M	1	0.17%	Reduced
782	Simplex Trading Chicago, Illinois	$691K	-$1.13M	4	0.03%	Reduced
783	WEC Winslow Evans & Crocker Boston, Massachusetts	$690K	+$520K	5	0.19%	Increased
784	BPM Bowling Portfolio Management Cincinnati, Ohio	$690K	+$466K	1	0.1%	Increased
785	QAM Quantres Asset Management Cayman, Cayman Islands	$681K	+$722K	2	0.44%	New
786	AC Athos Capital Hong Kong	$677K	+$622K	1	0.39%	New
787	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$672K	-$647	2	0.12%	Reduced
788	SGI Summit Global Investments Bountiful, Utah	$669K	-$317K	1	0.2%	Reduced
789	Ancora Advisors Cleveland, Ohio	$668K	-$3.87K	1	0.04%	Reduced
790	Dynamic Advisor Solutions Phoenix, Arizona	$664K	-$15.5K	1	0.26%	Reduced
791	SFM Signet Financial Management Parsippany, New Jersey	$663K	$0	2	0.14%	Maintained
792	Huntington National Bank Columbus, Ohio	$661K	+$143K	6	0.01%	Increased
793	ALPS Advisors Denver, Colorado	$657K	+$49.7K	1	0%	Increased
794	GC Gruss & Co West Palm Beach, Florida	$644K	+$19.5K	1	0.73%	Increased
795	FMT First Mercantile Trust Cordova, Tennessee	$643K	-$886K	2	0.12%	Reduced
796	Empowered Funds Havertown, Pennsylvania	$642K	+$644K	1	0.52%	New
797	HL Financial Services Louisville, Kentucky	$641K	+$12.3K	2	0.01%	Increased
798	BOH Bank of Hawaii Honolulu, Hawaii	$639K	+$30.3K	1	0.06%	Increased
799	Atria Investments Charlotte, North Carolina	$638K	+$3.02K	2	0.04%	Increased
800	Jensen Investment Management Lake Oswego, Oregon	$631K	-$400K	1	0.01%	Reduced