← 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	SAM Seelaus Asset Management Chatham, New Jersey	$977K	-$120K	1	0.71%	Reduced
877	BOS Bank of Stockton Stockton, California	$971K	-$151K	1	0.37%	Reduced
878	SC Searle & Co Greenwich, Connecticut	$968K	$0	1	0.47%	Maintained
879	WEPOG Wealth Enhancement & Preservation of GA Alpharetta, Georgia	$951K	+$892K	1	0.82%	New
880	Ritholtz Wealth Management New York	$947K	+$16.5K	1	0.09%	Increased
881	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$940K	+$8.05K	2	1.15%	Increased
882	Tokio Marine Asset Management Tokyo, Japan	$939K	+$238K	2	0.1%	Increased
883	SignatureFD Atlanta, Georgia	$937K	+$3.54K	11	0.04%	Increased
884	Diametric Capital Boston, Massachusetts	$934K	+$541K	1	0.74%	Increased
885	HBK Investments Dallas, Texas	$927K	+$306	1	0.01%	Increased
886	Meiji Yasuda Life Insurance Tokyo, Japan	$922K	-$15.1K	2	0.02%	Reduced
887	WCA Windsor Creek Advisors Bethel, Vermont	$917K	-$354K	1	0.23%	Reduced
888	Ethic Inc New York	$916K	+$473K	2	0.24%	Increased
889	INVST Indianapolis, Indiana	$916K	-$181K	2	0.17%	Reduced
890	First Trust Direct Indexing Boston, Massachusetts	$911K	+$858K	8	0.25%	New
891	IMC Chicago Chicago, Illinois	$905K	+$905K	1	0%	New
892	Old National Bancorp Evansville, Indiana	$900K	-$46.5K	3	0.04%	Reduced
893	Wolverine Asset Management Chicago, Illinois	$897K	-$173K	3	0.01%	Reduced
894	Beacon Investment Advisory Services Morristown, New Jersey	$896K	+$3.95K	2	0.04%	Increased
895	ODCM Old Dominion Capital Management Charlottesville, Virginia	$895K	+$771K	1	0.22%	New
896	WMC Westwood Management Corporation Chicago, Illinois	$893K	+$239K	1	0.08%	Increased
897	Fort Washington Investment Advisors Cincinnati, Ohio	$884K	+$805K	3	0.01%	New
898	Y-Intercept (HK) Hong Kong	$883K	+$873K	3	0.37%	New
899	Clifford Swan Investment Counsel Pasadena, California	$882K	-$617	2	0.04%	Reduced
900	Sumitomo Life Insurance Tokyo, Japan	$879K	-$109K	1	0.04%	Reduced