← 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
826	Profund Advisors Bethesda, Maryland	$770K	-$293K	2	0.04%	Reduced
827	SCA Snowden Capital Advisors New York	$765K	-$151K	1	0.08%	Reduced
828	Financial Enhancement Group Anderson, Indiana	$764K	+$825K	1	0.21%	New
829	Pentwater Capital Management Naples, Florida	$763K	-$1.15M	1	0.01%	Reduced
830	Banque Pictet & Cie Geneva 73, Switzerland	$761K	$0	1	0.01%	Maintained
831	Beacon Investment Advisory Services Morristown, New Jersey	$759K	-$28.3K	2	0.08%	Reduced
832	MIP Marietta Investment Partners Milwaukee, Wisconsin	$748K	-$534K	1	0.26%	Reduced
833	CWA Asset Management Group Naples, Florida	$746K	+$193K	2	0.12%	Increased
834	HCM Highlander Capital Management Short Hills, New Jersey	$744K	-$46.5K	3	0.46%	Reduced
835	Sage Rhino Capital Menlo Park, California	$744K	-$88.1K	1	0.47%	Reduced
836	Huntington National Bank Columbus, Ohio	$741K	-$12.3K	8	0.01%	Reduced
837	GC Gruss & Co West Palm Beach, Florida	$728K	$0	1	0.89%	Maintained
838	FPS Fieldpoint Private Securities Greenwich, Connecticut	$725K	-$93K	1	0.26%	Reduced
839	HMS Hanseatic Management Services Albuquerque, New Mexico	$725K	+$703K	1	0.74%	New
840	Personal CFO Solutions Chester, New Jersey	$716K	+$695K	1	0.29%	New
841	Amica Mutual Insurance Providence, Rhode Island	$712K	+$264K	1	0.09%	Increased
842	BCM Brasada Capital Management Houston, Texas	$710K	+$11.4K	1	0.19%	Increased
843	Valeo Financial Advisors Carmel, Indiana	$707K	+$37.9K	7	0.08%	Increased
844	CG Cutler Group San Francisco, California	$704K	-$37.7K	3	0.06%	Reduced
845	HBK Sorce Advisory Erie, Pennsylvania	$701K	+$30K	1	0.07%	Increased
846	SC Saybrook Capital Winston Salem, North Carolina	$701K	$0	1	0.3%	Maintained
847	Confluence Investment Management St. Louis, Missouri	$689K	-$28.5K	1	0.01%	Reduced
848	Sequoia Financial Advisors Akron, Ohio	$683K	+$114K	1	0.05%	Increased
849	WAM Wakefield Asset Management Englewood, Colorado	$682K	-$898K	1	0.3%	Reduced
850	Signet Financial Management Parsippany, New Jersey	$680K	-$52.2K	3	0.13%	Reduced