← 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	AO Advisor OS Chicago, Illinois	$1.35M	-$30.1K	1	0.29%	Reduced
827	TCM Teza Capital Management Chicago, Illinois	$1.35M	-$2.23M	4	0.65%	Reduced
828	FRM Fox Run Management Greenwich, Connecticut	$1.35M	+$776K	3	0.85%	Increased
829	SCA Snowden Capital Advisors New York	$1.34M	+$2.47K	3	0.07%	Increased
830	ARC Advisor Resource Council Dallas, Texas	$1.32M	+$1.66M	1	0.4%	New
831	OSIA O'Shares Investment Advisers Boston, Massachusetts	$1.32M	+$720K	2	0.1%	Increased
832	Varma Mutual Pension Insurance Co Helsinki, Finland	$1.32M	+$1.37M	1	0.02%	New
833	AC Avestar Capital New York	$1.3M	+$35.8K	1	0.17%	Increased
834	RIM Regent Investment Management Louisville, Kentucky	$1.3M	+$15.6K	1	0.31%	Increased
835	DCM Davidson Capital Management Corpus Christi, Texas	$1.3M	-$309K	1	0.65%	Reduced
836	Cresset Asset Management Chicago, Illinois	$1.29M	+$343K	2	0.02%	Increased
837	SW SVB Wealth Boston, Massachusetts	$1.28M	-$10K	3	0.02%	Reduced
838	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.28M	-$40.2K	1	0.75%	Reduced
839	CAM Cubic Asset Management Boston, Massachusetts	$1.27M	$0	1	0.31%	Maintained
840	AG AlphaSimPlex Group Boston, Massachusetts	$1.27M	-$1.49M	3	1.05%	Reduced
841	FLI Family Legacy Inc Greenville, South Carolina	$1.26M	$0	2	0.57%	Maintained
842	WEPOG Wealth Enhancement & Preservation of GA Alpharetta, Georgia	$1.26M	-$57.7K	1	0.97%	Reduced
843	CF Centaurus Financial Anaheim, California	$1.26M	-$10.4K	2	0.11%	Reduced
844	LIA LBMC Investment Advisors Brentwood, Tennessee	$1.25M	-$1.18M	1	0.12%	Reduced
845	FMT First Mercantile Trust Cordova, Tennessee	$1.24M	-$196K	4	0.16%	Reduced
846	AP Advisors Preferred Rockville, Maryland	$1.24M	+$1.34M	2	0.17%	New
847	EULAV Asset Management Sarasota, Florida	$1.24M	$0	1	0.03%	Maintained
848	Leonteq Securities AG Zurich, Switzerland	$1.22M	+$309K	8	0.05%	Increased
849	Capital Wealth Planning Naples, Florida	$1.22M	$0	2	0.03%	Maintained
850	TCM Twin Capital Management Mcmurray, Pennsylvania	$1.22M	-$180K	1	0.13%	Reduced