← 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	WP WealthSource Partners San Luis Obispo, California	$1.5M	+$459K	1	0.13%	Increased
802	Profund Advisors Bethesda, Maryland	$1.49M	-$85.2K	4	0.05%	Reduced
803	JWBC J.W. Burns & Co Dewitt, New York	$1.49M	-$41.5K	4	0.23%	Reduced
804	CCG Cypress Capital Group Palm Beach, Florida	$1.49M	-$217K	3	0.2%	Reduced
805	WSL Western Standard LLC Los Angeles, California	$1.49M	+$1.54M	1	0.85%	New
806	SOW State of Wyoming Cheyenne, Wyoming	$1.49M	+$260K	5	0.96%	Increased
807	Carnegie Investment Counsel Pepper Pike, Ohio	$1.49M	-$216K	1	0.06%	Reduced
808	FQ First Quadrant Glendale, California	$1.48M	+$40.1K	3	0.17%	Increased
809	Rafferty Asset Management New York	$1.47M	+$654K	2	0.01%	Increased
810	SC Shay Capital New York	$1.46M	+$1.14M	2	0.19%	Increased
811	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$1.46M	$0	1	0.05%	Maintained
812	Brookstone Capital Management Wheaton, Illinois	$1.45M	-$55.6K	3	0.03%	Reduced
813	Scotia Capital Toronto, Ontario, Canada	$1.45M	+$84.1K	3	0.01%	Increased
814	Everett Harris & Co Los Angeles, California	$1.44M	-$61.7K	1	0.02%	Reduced
815	CIA Capital Impact Advisors Boston, Massachusetts	$1.44M	+$1.49M	1	0.57%	New
816	MGO One Seven Beachwood, Ohio	$1.42M	-$34.3K	2	0.18%	Reduced
817	FWM FFT Wealth Management Philadelphia, Pennsylvania	$1.41M	+$1.43M	1	0.13%	Increased
818	Dana Investment Advisors Waukesha, Wisconsin	$1.4M	-$18.3K	3	0.06%	Reduced
819	RFG Range Financial Group Tigard, Oregon	$1.4M	-$284K	1	1%	Reduced
820	HCM Huber Capital Management El Segundo, California	$1.39M	-$33.9K	2	0.36%	Reduced
821	OPPTF OPSEU Pension Plan Trust Fund Toronto, Ontario, Canada	$1.39M	-$47K	1	0.35%	Reduced
822	LOIM Liberty One Investment Management Libertyville, Illinois	$1.37M	+$143K	2	0.23%	Increased
823	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$1.37M	+$14.8K	2	0.09%	Increased
824	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$1.36M	+$31.4K	1	0.7%	Increased
825	Optiver Holding Amsterdam, Netherlands	$1.35M	-$292K	4	0%	Reduced