← 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	WC Westhampton Capital Winston-Salem, North Carolina	$2.33M	+$483K	3	1.19%	Increased
777	FCI Financial Counselors Inc Overland Park, Kansas	$2.32M	-$10.9K	2	0.03%	Reduced
778	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.3M	-$1.13M	4	0.09%	Reduced
779	LI LHM Inc Sandy, Utah	$2.3M	+$91.4K	1	0.73%	Increased
780	FHWM Fox Hill Wealth Management Dedham, Massachusetts	$2.29M	-$80.1K	1	1.3%	Reduced
781	Tokio Marine Asset Management Tokyo, Japan	$2.29M	+$54.8K	4	0.08%	Increased
782	Axxcess Wealth Management Carlsbad, California	$2.28M	+$928K	1	0.05%	Increased
783	Advisors Capital Management Ridgewood, New Jersey	$2.27M	+$56.5K	1	0.04%	Increased
784	Financial Engines Advisors Santa Clara, California	$2.26M	+$63.2K	1	0%	Increased
785	IP Isthmus Partners Madison, Wisconsin	$2.25M	-$29.2K	1	0.27%	Reduced
786	Caprock Group Boise, Idaho	$2.24M	-$131K	4	0.07%	Reduced
787	PFA Professional Financial Advisors North Platte, Nebraska	$2.24M	+$132K	2	0.57%	Increased
788	Ritholtz Wealth Management New York	$2.23M	-$2.57M	4	0.07%	Reduced
789	NAM Nutshell Asset Management Sevenoaks, United Kingdom	$2.23M	+$2.35M	1	1.41%	New
790	Barings Charlotte, North Carolina	$2.22M	-$467K	1	0.05%	Reduced
791	PMWMG Parr McKnight Wealth Management Group Minneapolis, Minnesota	$2.22M	+$2.23M	2	0.32%	New
792	SAM Shell Asset Management The Hague, Netherlands	$2.21M	-$192K	8	0.1%	Reduced
793	Empirical Finance Havertown, Pennsylvania	$2.19M	-$27.1K	4	0.13%	Reduced
794	Y-Intercept (HK) Hong Kong	$2.19M	-$3.42M	3	0.15%	Reduced
795	Capstone Investment Advisors New York	$2.19M	-$717K	4	0.01%	Reduced
796	Williams Jones Wealth Management New York	$2.19M	-$205K	4	0.03%	Reduced
797	First National Trust Hermitage, Pennsylvania	$2.14M	+$101K	1	0.08%	Increased
798	HCM Huber Capital Management El Segundo, California	$2.12M	+$2.09M	1	0.42%	Increased
799	GAMMA Investing Foster City, California	$2.11M	+$127K	17	0.18%	Increased
800	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$2.11M	+$239K	4	0.1%	Increased