← 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	OMERS Administration Corp Toronto, Ontario, Canada	$685K	-$349K	1	0.02%	Reduced
902	LI Leap Investments Chicago, Illinois	$678K	+$442K	2	0.45%	Increased
903	CP Camelot Portfolios Maumee, Ohio	$673K	-$145K	1	0.43%	Reduced
904	SC Saybrook Capital Winston Salem, North Carolina	$666K	-$119	1	0.27%	Reduced
905	Cohen & Steers New York	$655K	-$756K	1	0%	Reduced
906	GH GAM Holding Zurich, Switzerland	$643K	+$622K	1	0.04%	New
907	IR Invictus RG Hamilton, Bermuda	$641K	+$608K	1	10.48%	New
908	Bailard Foster City, California	$640K	+$162K	2	0.04%	Increased
909	ArrowMark Colorado Holdings Denver, Colorado	$639K	+$604K	1	0.01%	New
910	ANRIA American National Registered Investment Advisor Galveston, Texas	$636K	$0	2	0.32%	Maintained
911	GC Grace Capital Quincy, Massachusetts	$633K	$0	1	0.54%	Maintained
912	BOTW Bank of the West Monterey Park, California	$632K	+$293K	1	0.09%	Increased
913	SCA Snowden Capital Advisors New York	$631K	-$86.9K	1	0.05%	Reduced
914	AMC Asset Management Corp Northbrook, Illinois	$627K	$0	1	0.4%	Maintained
915	SPFA Summit Place Financial Advisors Summit, New Jersey	$626K	+$213K	1	0.99%	Increased
916	PM Prosight Management Dallas, Texas	$621K	+$84.8K	1	0.27%	Increased
917	CIM Contravisory Investment Management Norwell, Massachusetts	$613K	+$266K	2	0.23%	Increased
918	Group One Trading Chicago, Illinois	$608K	+$65.5K	4	0%	Increased
919	IFG Advisory Atlanta, Georgia	$608K	+$190K	2	0.11%	Increased
920	SW SVB Wealth Boston, Massachusetts	$607K	-$169K	1	0.01%	Reduced
921	PVWM Point View Wealth Management Summit, New Jersey	$606K	-$3.22K	1	0.29%	Reduced
922	CHC City Holding Co Charleston, West Virginia	$599K	-$7.3K	2	0.15%	Reduced
923	SNT Security National Trust Wheeling, West Virginia	$597K	$0	3	0.18%	Maintained
924	BUB BBVA USA Bancshares Houston, Texas	$591K	+$90.4K	1	0.04%	Increased
925	HA Harbor Advisors West Palm Beach, Florida	$580K	$0	1	0.15%	Maintained