← 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	SignatureFD Atlanta, Georgia	$1.1M	+$116K	14	0.04%	Increased
877	Ashton Thomas Private Wealth Scottsdale, Arizona	$1.1M	+$875K	1	0.16%	Increased
878	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.1M	+$307K	1	0.23%	Increased
879	Quantinno Capital Management New York	$1.09M	+$6.95K	3	1.22%	Increased
880	CL CPWM LLC Seattle, Washington	$1.09M	$0	1	0.1%	Maintained
881	CIA Cascade Investment Advisors Oregon City, Oregon	$1.08M	+$18.2K	2	0.7%	Increased
882	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$1.08M	-$60.3K	1	0.15%	Reduced
883	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$1.08M	+$517K	7	0.38%	Increased
884	Ruffer LLP London, United Kingdom	$1.07M	$0	1	0.03%	Maintained
885	Barings Charlotte, North Carolina	$1.06M	-$17.1K	2	0.02%	Reduced
886	Prudential plc London, England, United Kingdom	$1.05M	+$1.09M	1	0.01%	New
887	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$1.05M	-$120K	1	0.34%	Reduced
888	Ritholtz Wealth Management New York	$1.04M	-$131K	2	0.07%	Reduced
889	EP Eudaimonia Partners Winchester, Tennessee	$1.04M	+$23.7K	2	0.19%	Increased
890	Sowell Financial Services North Little Rock, Arkansas	$1.04M	-$204K	1	0.07%	Reduced
891	NFG Next Financial Group Houston, Texas	$1.04M	+$42.7K	9	0.08%	Increased
892	Fiduciary Trust Boston, Massachusetts	$1.02M	-$304K	2	0.02%	Reduced
893	Livforsakringsbolaget Skandia Stockholm, Sweden	$1.02M	$0	4	0.06%	Maintained
894	CP Camelot Portfolios Maumee, Ohio	$1.02M	+$166K	2	0.52%	Increased
895	Alyeska Investment Group Chicago, Illinois	$1.01M	-$80.5M	1	0.01%	Reduced
896	IC Inverness Counsel New York	$1.01M	+$496K	1	0.04%	Increased
897	CCM Chiron Capital Management Tallahassee, Florida	$1.01M	+$1.01M	1	0.73%	New
898	UONDDL University of Notre Dame du Lac South Bend, Indiana	$1M	+$115K	1	3.18%	Increased
899	First Manhattan New York	$1M	-$7.25K	7	0%	Reduced
900	HCM Horrell Capital Management Little Rock, Arkansas	$999K	+$3.38K	1	0.38%	Increased