← 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
876	NG Novem Group Rochester, New York	$962K	+$102K	1	0.1%	Increased
877	Modern Wealth Management Lenexa, Kansas	$960K	+$943K	2	0.01%	New
878	SAM Securian Asset Management St Paul, Minnesota	$959K	-$381K	2	0.03%	Reduced
879	MLM Mount Lucas Management Newtown, Pennsylvania	$959K	$0	1	0.34%	Maintained
880	AG ASO Group Road Town,	$955K	$0	1	0.4%	Maintained
881	ASC Ares Systematic Credit London,	$944K	+$343K	2	0.57%	Increased
882	Carnegie Investment Counsel Pepper Pike, Ohio	$940K	$0	1	0.02%	Maintained
883	AWAG ARS Wealth Advisors Group St. Petersburg, Florida	$934K	+$18.2K	1	0.07%	Increased
884	CC Clearline Capital New York	$933K	$0	1	0.06%	Maintained
885	DO denkapparat Operations Berlin, Germany	$932K	+$201K	3	0.3%	Increased
886	Vontobel Holding Zurich, Switzerland	$931K	-$1.44M	2	0%	Reduced
887	JWM JGP Wealth Management Bend, Oregon	$929K	+$86K	1	0.08%	Increased
888	MCC Money Concepts Capital Palm Beach Gardens, Florida	$928K	-$901K	1	0.04%	Reduced
889	CAM Carret Asset Management New York	$928K	+$286K	1	0.08%	Increased
890	VIM Vista Investment Management Pittsburgh, Pennsylvania	$920K	+$7.25K	1	0.28%	Increased
891	UCI Uncommon Cents Investing Janesville, Wisconsin	$917K	+$1.12K	1	0.2%	Increased
892	Wedbush Securities Los Angeles, California	$916K	-$192K	2	0.02%	Reduced
893	Waverly Advisors Birmingham, Alabama	$914K	+$893K	4	0.01%	New
894	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$913K	-$4.3K	2	0.05%	Reduced
895	BG BDF Gestion Paris, France	$909K	-$226K	1	0.12%	Reduced
896	TCPG Trivant Custom Portfolio Group San Diego, California	$908K	-$63.8K	1	0.48%	Reduced
897	SI Saxon Interests Houston, Texas	$905K	+$7.75K	2	0.25%	Increased
898	KOC Koss-Olinger Consulting Gainesville, Florida	$901K	-$609K	1	0.07%	Reduced
899	NICM Neo Ivy Capital Management New York	$900K	-$576K	1	0.21%	Reduced
900	AAM Azzad Asset Management Falls Church, Virginia	$897K	-$829	1	0.08%	Reduced