← 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	EP Wealth Advisors Torrance, California	$1.45M	-$20.5K	3	0.03%	Reduced
827	APF Alaska Permanent Fund Juneau, Alaska	$1.42M	$0	1	0.02%	Maintained
828	Apollon Wealth Management Mount Pleasant, South Carolina	$1.42M	+$1.26M	1	0.1%	New
829	LSC Lyon Street Capital Sausalito, California	$1.39M	-$199K	2	2.08%	Reduced
830	TC Trilogy Capital Irvine, California	$1.39M	+$1.41M	1	0.1%	New
831	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$1.39M	+$18.8K	2	0.08%	Increased
832	ACM ACT Capital Management Wayne, Pennsylvania	$1.39M	$0	1	1.47%	Maintained
833	GP Girard Partners King Of Prussia, Pennsylvania	$1.39M	+$356K	1	0.15%	Increased
834	WesBanco Bank Wheeling, West Virginia	$1.38M	-$265K	1	0.05%	Reduced
835	RFG Range Financial Group Tigard, Oregon	$1.38M	+$77.7K	1	0.88%	Increased
836	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$1.37M	+$1.39M	1	0.38%	New
837	TC Truvestments Capital Sarasota, Florida	$1.36M	-$308K	1	0.75%	Reduced
838	Capital Fund Management (CFM) Paris, France	$1.36M	-$3.34M	2	0.01%	Reduced
839	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$1.36M	+$1.35M	2	0.01%	New
840	Forum Financial Management Lombard, Illinois	$1.35M	+$19.8K	4	0.07%	Increased
841	OPPTF OPSEU Pension Plan Trust Fund Toronto, Ontario, Canada	$1.35M	+$38.5K	1	0.32%	Increased
842	Prudential plc London, England, United Kingdom	$1.34M	+$1.35M	3	0.02%	New
843	RSC Red Spruce Capital Berwyn, Pennsylvania	$1.34M	+$372K	1	0.76%	Increased
844	FC FORA Capital Miami, Florida	$1.33M	+$621K	4	0.24%	Increased
845	SignatureFD Atlanta, Georgia	$1.33M	+$160K	14	0.04%	Increased
846	CIA Capital Impact Advisors Boston, Massachusetts	$1.33M	+$35.8K	2	0.97%	Increased
847	MA MYDA Advisors Woodmere, New York	$1.33M	+$299K	1	0.52%	Increased
848	KC Kepos Capital New York	$1.32M	$0	1	0.1%	Maintained
849	Carnegie Investment Counsel Pepper Pike, Ohio	$1.31M	$0	1	0.05%	Maintained
850	TD Waterhouse Canada Toronto, Ontario, Canada	$1.31M	+$266K	8	0.01%	Increased