← 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	IFS Ifrah Financial Services Little Rock, Arkansas	$1.1M	+$856K	2	0.31%	Increased
902	EULAV Asset Management Sarasota, Florida	$1.09M	+$377	1	0.03%	Increased
903	OCM Orion Capital Management Coronado, California	$1.09M	$0	1	0.66%	Maintained
904	RIG Roosevelt Investment Group New York	$1.07M	-$632K	1	0.06%	Reduced
905	WI WBI Investments Red Bank, New Jersey	$1.07M	+$1.08M	1	0.17%	New
906	WIM WealthPlan Investment Management Omaha, Nebraska	$1.06M	+$1.02M	2	0.07%	New
907	WP WealthPLAN Partners Omaha, Nebraska	$1.06M	+$7K	2	0.07%	Increased
908	CP Camelot Portfolios Maumee, Ohio	$1.06M	+$700K	2	0.53%	Increased
909	EP Eudaimonia Partners Winchester, Tennessee	$1.06M	+$1.08M	2	0.18%	New
910	WP WealthSource Partners San Luis Obispo, California	$1.06M	-$10.4K	1	0.07%	Reduced
911	Integrated Wealth Concepts Waltham, Massachusetts	$1.05M	-$640K	2	0.03%	Reduced
912	SFS Stiles Financial Services Edina, Minnesota	$1.05M	+$4.96K	2	0.53%	Increased
913	SCF Sante Capital Fund Austin, Texas	$1.05M	+$1.05M	1	1.17%	New
914	SM Sciencast Management Princeton, New Jersey	$1.04M	+$1.17M	4	0.24%	New
915	AT American Trust Lexington, Kentucky	$1.04M	+$1.03M	2	0.07%	New
916	VNA Valley National Advisers Bethlehem, Pennsylvania	$1.02M	+$181K	2	0.2%	Increased
917	GCP GSA Capital Partners London, United Kingdom	$1.02M	-$1.17M	3	0.14%	Reduced
918	South Dakota Investment Council Sioux Falls, South Dakota	$1.02M	+$80.1K	3	0.02%	Increased
919	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$1M	+$208K	3	0.04%	Increased
920	DCM Dean Capital Management Overland Park, Kansas	$986K	-$625K	1	0.86%	Reduced
921	HCM Horrell Capital Management Little Rock, Arkansas	$985K	-$10.2K	1	0.32%	Reduced
922	KFP KMG Fiduciary Partners Toledo, Ohio	$977K	+$477K	1	0.16%	Increased
923	VRM Vectors Research Management New York	$977K	-$27.1K	3	0.21%	Reduced
924	Crawford Investment Counsel Atlanta, Georgia	$976K	+$150K	2	0.02%	Increased
925	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$976K	-$56.1K	1	0%	Reduced