← 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	AMIM Aull & Monroe Investment Management Mobile, Alabama	$1.68M	-$20.3K	2	0.83%	Reduced
777	FP Factorial Partners Mt. Kisco, New York	$1.67M	$0	1	1.14%	Maintained
778	CRIG Charter Research & Investment Group Southport, Connecticut	$1.66M	+$22K	1	1.37%	Increased
779	AAM Auxier Asset Management Aurora, Oregon	$1.64M	-$20K	3	0.28%	Reduced
780	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.64M	+$27.3K	1	0.67%	Increased
781	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$1.64M	+$64.3K	1	0.17%	Increased
782	Quadrature Capital London, United Kingdom	$1.64M	-$111K	2	0.06%	Reduced
783	Greenleaf Trust Kalamazoo, Michigan	$1.63M	+$53.5K	5	0.02%	Increased
784	Park Avenue Securities New York	$1.6M	-$5.47M	3	0.03%	Reduced
785	DCM Dean Capital Management Overland Park, Kansas	$1.6M	-$152K	1	1.48%	Reduced
786	DCM Decatur Capital Management Decatur, Georgia	$1.59M	-$1.95M	1	1.05%	Reduced
787	Coldstream Capital Management Bellevue, Washington	$1.59M	+$1.73M	1	0.08%	Increased
788	AMC Asset Management Corp Northbrook, Illinois	$1.56M	$0	1	0.78%	Maintained
789	CF CNA Financial Chicago, Illinois	$1.55M	$0	2	0.42%	Maintained
790	Capula Management Grand Cayman, Cayman Islands	$1.55M	+$757K	4	0.02%	Increased
791	BCC Bridge City Capital Lake Oswego, Oregon	$1.54M	-$526K	1	0.7%	Reduced
792	PGIM Pacific Global Investment Management Glendale, California	$1.54M	+$231K	3	0.31%	Increased
793	WAM World Asset Management Detroit, Michigan	$1.53M	-$331K	3	0.15%	Reduced
794	TA Townsend & Associates Westminster, Colorado	$1.53M	+$262K	1	0.75%	Increased
795	LWMM Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$1.52M	$0	1	0.82%	Maintained
796	Laird Norton Wetherby Wealth Management San Francisco, California	$1.52M	-$9.34K	4	0.09%	Reduced
797	SGA Strategic Global Advisors Newport Beach, California	$1.51M	+$371K	1	0.22%	Increased
798	EP Wealth Advisors Torrance, California	$1.51M	+$257K	3	0.04%	Increased
799	Cerity Partners New York	$1.51M	-$570	2	0.03%	Reduced
800	GC Globeflex Capital San Diego, California	$1.51M	-$2.56M	2	0.33%	Reduced