← 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
851	OCM Orion Capital Management Coronado, California	$1.21M	-$10.9K	1	0.73%	Reduced
852	RC Reik & Co New York	$1.21M	$0	1	0.31%	Maintained
853	Parallel Advisors San Francisco, California	$1.21M	+$7.92K	13	0.05%	Increased
854	Aptus Capital Advisors Fairhope, Alabama	$1.2M	-$2.89M	1	0.03%	Reduced
855	SAI Systematic Alpha Investments Princeton, New Jersey	$1.2M	$0	2	0.05%	Maintained
856	Vanguard Personalized Indexing Management Oakland, California	$1.2M	-$537K	2	0.11%	Reduced
857	IEQ Capital Foster City, California	$1.19M	+$505K	3	0.03%	Increased
858	Raymond James Trust St. Petersburg, Florida	$1.18M	+$161K	2	0.04%	Increased
859	SMH Sanders Morris Harris Houston, Texas	$1.18M	$0	1	0.21%	Maintained
860	OHIS Oak Harvest Investment Services Houston, Texas	$1.17M	+$529K	1	0.34%	Increased
861	PAM Palisade Asset Management Minneapolis, Minnesota	$1.17M	$0	1	0.14%	Maintained
862	WI Wintrust Investments Chicago, Illinois	$1.17M	-$204K	1	0.16%	Reduced
863	Exchange Traded Concepts Oklahoma City, Oklahoma	$1.16M	-$3.61M	4	0.03%	Reduced
864	CTFG Capstone Triton Financial Group Oklahoma City, Oklahoma	$1.16M	+$13.7K	1	0.69%	Increased
865	VF Virtu Financial New York	$1.16M	+$871K	3	0.1%	Increased
866	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$1.15M	$0	1	0.38%	Maintained
867	SCM Southport Capital Management Chattanooga, Tennessee	$1.15M	-$456K	1	0.46%	Reduced
868	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.14M	-$3.77M	1	0.01%	Reduced
869	ESCM Echo Street Capital Management New York	$1.14M	+$440K	3	0.01%	Increased
870	HBK Sorce Advisory Erie, Pennsylvania	$1.14M	-$27.5K	1	0.06%	Reduced
871	Tidal Investments Milwaukee, Wisconsin	$1.13M	+$3.74K	2	0.04%	Increased
872	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$1.13M	-$770K	2	0.12%	Reduced
873	LAM L2 Asset Management Wayland, Massachusetts	$1.13M	-$1.63M	1	2.86%	Reduced
874	Walleye Capital New York	$1.12M	+$496K	3	0.03%	Increased
875	EC Estate Counselors Thiensville, Wisconsin	$1.11M	+$11.3K	1	0.14%	Increased