← 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	AWM Alterna Wealth Management Houston, Texas	$747K	+$682K	2	0.89%	New
877	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$745K	+$128K	1	0.2%	Increased
878	ING Group Amsterdam, Netherlands	$743K	-$2.7M	2	0.03%	Reduced
879	JPC Jabodon PT Co Reno, Nevada	$741K	+$770K	1	0.21%	New
880	WIC Water Island Capital New York	$739K	+$625K	1	0.07%	New
881	AW Alpha Windward Westwood, Massachusetts	$735K	+$709K	3	0.56%	New
882	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$735K	-$7.02K	2	0.04%	Reduced
883	VNA Valley National Advisers Bethlehem, Pennsylvania	$733K	-$30.5K	2	0.17%	Reduced
884	KA Kintegral Advisory New York	$732K	$0	1	0.12%	Maintained
885	Bragg Financial Advisors Charlotte, North Carolina	$720K	+$21.5K	1	0.08%	Increased
886	Anchor Capital Advisors Boston, Massachusetts	$715K	$0	1	0.02%	Maintained
887	ESCM Echo Street Capital Management New York	$715K	+$678K	1	0.01%	New
888	Livforsakringsbolaget Skandia Stockholm, Sweden	$713K	+$65.4K	4	0.08%	Increased
889	VFA Voya Financial Advisors Windsor, Connecticut	$709K	-$60.9K	1	0.04%	Reduced
890	FSC Full Sail Capital Oklahoma City, Oklahoma	$707K	$0	2	0.1%	Maintained
891	Evercore Wealth Management New York	$703K	$0	1	0.02%	Maintained
892	Donaldson Capital Management Evansville, Indiana	$702K	+$126K	1	0.05%	Increased
893	IndexIQ Advisors New York	$701K	-$50.6K	3	0.03%	Reduced
894	ACC Accident Compensation Corp Wellington, New Zealand	$697K	+$687K	1	0.14%	New
895	WA Wealth Alliance Mellville, New York	$694K	+$9.84K	2	0.27%	Increased
896	AC Athanor Capital New York	$693K	+$598K	1	0.04%	New
897	Ossiam Paris, France	$693K	-$4.12M	3	0.04%	Reduced
898	GC Gruss & Co West Palm Beach, Florida	$692K	+$20.8K	1	1.33%	Increased
899	SA Shilanski & Associates Anchorage, Alaska	$688K	+$679K	1	0.5%	New
900	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$687K	+$781K	1	0.82%	New