← 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	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.06M	-$35.7K	1	0.91%	Reduced
802	EP Eudaimonia Partners Winchester, Tennessee	$1.05M	+$21.3K	3	0.4%	Increased
803	APF Alaska Permanent Fund Juneau, Alaska	$1.05M	$0	1	0.02%	Maintained
804	NIP Nicholas Investment Partners Rancho Santa Fe, California	$1.05M	+$927K	1	0.21%	New
805	PCM Prelude Capital Management New York	$1.05M	+$251K	4	0.06%	Increased
806	CIA Cascade Investment Advisors Oregon City, Oregon	$1.04M	+$17.6K	2	0.99%	Increased
807	Sumitomo Life Insurance Tokyo, Japan	$1.04M	-$159K	1	0.06%	Reduced
808	Avantax Advisory Services Dallas, Texas	$1.04M	+$130K	2	0.03%	Increased
809	OGC Oak Grove Capital North Hampton, New Hampshire	$1.04M	+$1.02M	1	0.62%	New
810	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.03M	+$1.02M	3	1.31%	New
811	SRC Sage Rhino Capital Menlo Park, California	$1.03M	-$76.5K	1	0.54%	Reduced
812	RCM Ratan Capital Management Miami Beach, Florida	$1.03M	+$869K	1	0.34%	New
813	Cerity Partners New York	$1.02M	+$703	1	0.06%	Increased
814	SC Searle & Co Greenwich, Connecticut	$1.01M	$0	1	0.58%	Maintained
815	AC Aristides Capital Louisville, Kentucky	$1M	+$725K	1	0.76%	Increased
816	Meag Munich Ergo Munich, Germany	$1M	+$804K	2	0.19%	Increased
817	APA American Portfolios Advisors Holbrook, New York	$997K	+$88.1K	9	0.07%	Increased
818	ICM Invenomic Capital Management Boston, Massachusetts	$997K	-$1.82M	2	0.74%	Reduced
819	WP WealthPLAN Partners Omaha, Nebraska	$993K	-$3.18K	2	0.1%	Reduced
820	Caption Management Oklahoma City, Oklahoma	$987K	-$3.19M	1	0.03%	Reduced
821	Wedbush Securities Los Angeles, California	$985K	+$934K	1	0.09%	New
822	FHB First Hawaiian Bank Honolulu, Hawaii	$984K	-$202K	2	0.05%	Reduced
823	BOS Bank of Stockton Stockton, California	$978K	+$696K	1	0.43%	Increased
824	Simplicity Solutions Minneapolis, Minnesota	$957K	-$521K	1	0.02%	Reduced
825	AIA Affinity Investment Advisors Newport Beach, California	$953K	$0	1	0.45%	Maintained