← 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	ACC Acorn Creek Capital Fort Collins, Colorado	$1.51M	-$3.54K	2	0.77%	Reduced
877	AC Arrow Capital Sydney, Australia	$1.5M	+$1.57M	1	1.37%	New
878	MHP Manatuck Hill Partners Westport, Connecticut	$1.5M	-$225K	1	0.61%	Reduced
879	Diversify Wealth Management Sandy, Utah	$1.49M	+$229K	2	0.12%	Increased
880	VSQM V-Square Quantitative Management Chicago, Illinois	$1.49M	-$39.2K	5	0.21%	Reduced
881	Avantax Advisory Services Dallas, Texas	$1.48M	-$35.8K	4	0.01%	Reduced
882	KIA Knollwood Investment Advisory Hunt Valley, Maryland	$1.48M	$0	1	0.15%	Maintained
883	Wedmont Private Capital West Chester, Pennsylvania	$1.45M	+$781K	3	0.08%	Increased
884	NIG NFJ Investment Group Dallas, Texas	$1.44M	-$19.1K	1	0.05%	Reduced
885	Walleye Trading New York	$1.44M	-$12.2M	7	0%	Reduced
886	FLI Family Legacy Inc Greenville, South Carolina	$1.43M	-$448	2	0.49%	Reduced
887	SM Sciencast Management Princeton, New Jersey	$1.43M	-$2.04M	1	0.39%	Reduced
888	EP Wealth Advisors Torrance, California	$1.42M	-$18.5K	3	0.01%	Reduced
889	TCM Twin Capital Management Mcmurray, Pennsylvania	$1.42M	-$205K	2	0.16%	Reduced
890	WCM Weik Capital Management Wyomissing, Pennsylvania	$1.41M	-$33.6K	2	0.58%	Reduced
891	BLC Brown, Lisle/Cummings Providence, Rhode Island	$1.41M	+$274K	6	0.42%	Increased
892	CreativeOne Wealth Overland Park, Kansas	$1.41M	+$938K	2	0.04%	Increased
893	Optiver Holding Amsterdam, Netherlands	$1.4M	+$1.01M	3	0%	Increased
894	PSP Principal Street Partners Memphis, Tennessee	$1.4M	-$3.2M	1	0.27%	Reduced
895	CB Community Bank Dewitt, New York	$1.39M	+$22.6K	1	0.18%	Increased
896	CMF Counterpoint Mutual Funds San Diego, California	$1.38M	-$1.06M	1	0.17%	Reduced
897	ACM Argyle Capital Management Center Valley, Pennsylvania	$1.38M	+$125K	2	0.55%	Increased
898	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$1.38M	+$1.45M	1	0.28%	New
899	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$1.38M	+$883K	4	0.25%	Increased
900	QI Qtron Investments Boston, Massachusetts	$1.37M	+$307K	2	0.19%	Increased