← 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
901	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$585K	-$24.9K	4	0.06%	Reduced
902	Bridgewater Associates Westport, Connecticut	$576K	-$15.1M	1	0.01%	Reduced
903	WP WealthPLAN Partners Omaha, Nebraska	$564K	-$24.4K	2	0.12%	Reduced
904	WI WBI Investments Red Bank, New Jersey	$562K	+$170K	1	0.03%	Increased
905	FRM Fox Run Management Greenwich, Connecticut	$556K	-$782K	1	0.18%	Reduced
906	Klingenstein Fields & Co New York	$554K	+$577K	1	0.02%	New
907	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$543K	-$345K	2	0.13%	Reduced
908	SL Signition LP New York	$541K	-$107K	2	0.32%	Reduced
909	MA MYDA Advisors Woodmere, New York	$536K	-$2.09M	1	0.23%	Reduced
910	ZP Zimmer Partners New York	$535K	+$484K	1	0.01%	New
911	IRF IBM Retirement Fund Armonk, New York	$534K	-$297K	2	0.11%	Reduced
912	AF Advisornet Financial Minnetonka, Minnesota	$533K	+$2.5K	6	0.07%	Increased
913	VFA Voya Financial Advisors Windsor, Connecticut	$529K	+$5.14K	1	0.03%	Increased
914	One Capital Management Westlake Village, California	$528K	$0	1	0.1%	Maintained
915	Cullen/Frost Bankers San Antonio, Texas	$526K	-$6.4K	1	0.02%	Reduced
916	VAM Visionary Asset Management Houston, Texas	$520K	-$1.15K	2	0.17%	Reduced
917	APA American Portfolios Advisors Holbrook, New York	$520K	+$36.1K	7	0.07%	Increased
918	BI Bredin Investment Wilmington, Delaware	$518K	+$193K	2	0.4%	Increased
919	WCM Washington Capital Management Seattle, Washington	$518K	-$101K	1	0.53%	Reduced
920	AIL AGF Investments LLC Toronto, Ontario, Canada	$517K	+$421K	4	0.06%	Increased
921	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$513K	+$117K	1	0.16%	Increased
922	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$506K	-$221K	2	0.39%	Reduced
923	WSCM Wellington Shields Capital Management New York	$505K	-$5.43M	2	0.08%	Reduced
924	MSAM Moloney Securities Asset Management Manchester, Missouri	$502K	-$26.1K	2	0.19%	Reduced
925	SCA Snowden Capital Advisors New York	$499K	+$63.2K	1	0.06%	Increased