← 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
801	SEM Suncoast Equity Management Tampa, Florida	$1.28M	-$193K	1	0.16%	Reduced
802	BC Bridgefront Capital Austin, Texas	$1.27M	-$6.04M	2	0.34%	Reduced
803	FSG Financial Strategies Group Okemos, Michigan	$1.27M	-$365K	1	0.2%	Reduced
804	North Dakota State Investment Board Bismarck, North Dakota	$1.27M	+$220K	3	0.05%	Increased
805	Parallel Advisors San Francisco, California	$1.26M	-$100K	14	0.02%	Reduced
806	Baker Avenue Asset Management San Francisco, California	$1.26M	+$439K	3	0.02%	Increased
807	FFG Forum Finance Group Geneva,	$1.26M	+$1.27M	1	0.45%	New
808	KB Kimelman & Baird New York	$1.25M	+$542K	4	0.09%	Increased
809	Crestwood Advisors Group Boston, Massachusetts	$1.25M	+$380K	3	0.02%	Increased
810	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.25M	+$7.25K	1	0.07%	Increased
811	TS Triglav Skladi Ljubljana, Slovenia	$1.25M	$0	1	0.07%	Maintained
812	Robertson Stephens Wealth Management San Francisco, California	$1.24M	+$36.3K	1	0.03%	Increased
813	DFA Delta Financial Advisors New Orleans, Louisiana	$1.24M	$0	1	0.3%	Maintained
814	BLC Brown, Lisle/Cummings Providence, Rhode Island	$1.24M	-$314K	8	0.28%	Reduced
815	I INVST Indianapolis, Indiana	$1.24M	+$4.91K	1	0.12%	Increased
816	MFS Mirabella Financial Services London, United Kingdom	$1.23M	-$1.06M	4	0.12%	Reduced
817	RBF Capital San Francisco, California	$1.23M	+$1.21M	2	0.05%	Increased
818	MCM McKinney Capital Management Houston, Texas	$1.23M	+$1.28M	1	0.48%	New
819	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$1.23M	+$52.1K	2	0.16%	Increased
820	HUB Investment Partners Austin, Texas	$1.22M	+$704K	3	0.02%	Increased
821	KCP Kera Capital Partners San Jose, California	$1.21M	+$347K	3	0.12%	Increased
822	Miracle Mile Advisors Los Angeles, California	$1.21M	-$273K	2	0.01%	Reduced
823	AAA Adams Asset Advisors Dallas, Texas	$1.21M	-$915K	1	0.14%	Reduced
824	ASA Axxion S.A. Grevenmacher, Luxembourg	$1.21M	+$1.81M	3	0.09%	New
825	IC Inscription Capital Houston, Texas	$1.21M	+$463K	4	0.11%	Increased