← 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	WAOTB Wealth Advisors of Tampa Bay Tampa, Florida	$2.07M	+$208K	1	0.89%	Increased
802	Manning & Napier Advisors Fairport, New York	$2.05M	-$1.41M	1	0.02%	Reduced
803	IQI Integrated Quantitative Investments Bellevue, Washington	$2.04M	+$2.12M	2	1.01%	New
804	Parallax Volatility Advisers San Francisco, California	$2.03M	+$2.12M	2	0%	Increased
805	CJ Caitlin John Brighton, Michigan	$2.03M	+$60.7K	6	1.34%	Increased
806	NFG Nations Financial Group Cedar Rapids, Iowa	$2M	+$2.1M	1	0.15%	New
807	ECM Everence Capital Management Goshen, Indiana	$1.99M	-$1.32M	7	0.13%	Reduced
808	AIM Aigen Investment Management New York	$1.98M	-$467K	3	0.35%	Reduced
809	ZDA Zweig-DiMenna Associates New York	$1.98M	$0	1	0.15%	Maintained
810	SCA Snowden Capital Advisors New York	$1.98M	-$2.3M	4	0.06%	Reduced
811	Vinva Investment Management Sydney, Australia	$1.98M	-$3.28M	1	0.08%	Reduced
812	CK Cohen Klingenstein New York	$1.97M	$0	3	0.07%	Maintained
813	Merit Financial Group Alpharetta, Georgia	$1.96M	+$1.04M	5	0.04%	Increased
814	CWA Asset Management Group Naples, Florida	$1.95M	+$514K	3	0.1%	Increased
815	KC Kintayl Capital New York	$1.95M	+$2.18M	1	1.8%	New
816	AI Atom Investors Austin, Texas	$1.95M	-$1.94M	3	0.24%	Reduced
817	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$1.95M	-$1.48M	5	0.29%	Reduced
818	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$1.94M	+$80.2K	1	0.26%	Increased
819	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.93M	-$120K	1	0.15%	Reduced
820	NICM Neo Ivy Capital Management New York	$1.93M	-$138K	1	0.39%	Reduced
821	MLM Mount Lucas Management Newtown, Pennsylvania	$1.92M	-$126K	1	0.67%	Reduced
822	Coldstream Capital Management Bellevue, Washington	$1.91M	+$75.7K	4	0.04%	Increased
823	TAL TIG Advisors LLC New York	$1.9M	+$2.12M	1	0.13%	New
824	Allstate Corporation Northbrook, Illinois	$1.87M	+$1.97M	4	0.06%	New
825	Arkadios Wealth Advisors Atlanta, Georgia	$1.87M	+$22.9K	2	0.1%	Increased