← 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	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$1.82M	-$126K	3	0.15%	Reduced
777	PineBridge Investments New York	$1.81M	-$2.44M	1	0.02%	Reduced
778	RIL Rothschild Investment LLC Chicago, Illinois	$1.81M	-$21.9K	2	0.14%	Reduced
779	OTL Oak Thistle LLC New York	$1.8M	+$1.14M	2	0.95%	Increased
780	Blackhill Capital Morristown, New Jersey	$1.79M	-$1.13K	2	0.17%	Reduced
781	Ashton Thomas Private Wealth Scottsdale, Arizona	$1.78M	+$82.6K	1	0.16%	Increased
782	P Pitcairn Conshohocken, Pennsylvania	$1.77M	-$126K	2	0.15%	Reduced
783	TA Townsend & Associates Westminster, Colorado	$1.77M	+$160K	1	0.81%	Increased
784	SGI Summit Global Investments Bountiful, Utah	$1.76M	-$1.34M	3	0.13%	Reduced
785	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$1.74M	+$166K	1	0.17%	Increased
786	RIM Redpoint Investment Management Sydney, NSW, Australia	$1.74M	-$169K	3	0.17%	Reduced
787	RCC Red Cedar Capital Omaha, Nebraska	$1.73M	-$4.32M	2	1.04%	Reduced
788	MAM Meeder Asset Management Dublin, Ohio	$1.71M	+$1.57M	12	0.08%	Increased
789	Raymond James Trust St. Petersburg, Florida	$1.71M	+$180K	3	0.05%	Increased
790	LOIM Liberty One Investment Management Libertyville, Illinois	$1.7M	+$220K	1	0.26%	Increased
791	MHS M Holdings Securities Portland, Oregon	$1.7M	+$1.87M	3	0.13%	New
792	EMG ETF Managers Group Summit, New Jersey	$1.7M	+$297K	3	0.03%	Increased
793	SCA Snowden Capital Advisors New York	$1.7M	+$1.56M	5	0.07%	Increased
794	Quantinno Capital Management New York	$1.69M	+$1.29M	2	0.26%	Increased
795	Brookstone Capital Management Wheaton, Illinois	$1.69M	-$88.3K	3	0.03%	Reduced
796	CF CNA Financial Chicago, Illinois	$1.67M	$0	2	0.52%	Maintained
797	Hardman Johnston Global Advisors Stamford, Connecticut	$1.66M	$0	1	0.05%	Maintained
798	DC Diametric Capital Boston, Massachusetts	$1.65M	-$248K	1	0.91%	Reduced
799	AMIM Aull & Monroe Investment Management Mobile, Alabama	$1.64M	+$6.08K	2	0.74%	Increased
800	TNAM Terra Nova Asset Management New York	$1.64M	+$6.53K	1	1.52%	Increased