← 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	Caption Management Oklahoma City, Oklahoma	$1.36M	-$120K	3	0.01%	Reduced
902	Whittier Trust South Pasadena, California	$1.36M	-$6.12K	8	0.02%	Reduced
903	VFO Virtus Family Office El Paso, Texas	$1.35M	-$13.4K	1	1.7%	Reduced
904	OneDigital Investment Advisors Overland Park, Kansas	$1.35M	+$621K	4	0.02%	Increased
905	PS Pensionfund Sabic Sittard, Netherlands	$1.35M	+$369K	1	0.35%	Increased
906	KB Kimelman & Baird New York	$1.34M	-$99.5K	4	0.11%	Reduced
907	NewEdge Advisors New Orleans, Louisiana	$1.34M	-$298K	14	0.01%	Reduced
908	SIA SeaBridge Investment Advisors Summit, New Jersey	$1.34M	+$10.1K	1	0.28%	Increased
909	Daymark Wealth Partners Cincinnati, Ohio	$1.33M	-$2.98K	1	0.06%	Reduced
910	LBP AM Paris, France	$1.33M	+$444K	1	0.02%	Increased
911	RFM Royal Fund Management Lady Lake, Florida	$1.32M	-$185K	1	0.12%	Reduced
912	ACA Atlas Capital Advisors Jackson, Wyoming	$1.32M	-$77.7K	4	0.17%	Reduced
913	FRM Fox Run Management Greenwich, Connecticut	$1.32M	-$191K	2	0.24%	Reduced
914	Wilmington Savings Fund Society Wilmington, Delaware	$1.31M	-$14.4K	11	0.02%	Reduced
915	DEA DoubleLine ETF Adviser Tampa, Florida	$1.31M	+$36.5K	2	0.35%	Increased
916	Meridian Wealth Management Lexington, Kentucky	$1.31M	+$63.7K	1	0.06%	Increased
917	FM Foster & Motley Cincinnati, Ohio	$1.3M	-$33.2K	1	0.08%	Reduced
918	F.L. Putnam Investment Management Lynnfield, Massachusetts	$1.29M	-$1.85M	1	0.02%	Reduced
919	Parallel Advisors San Francisco, California	$1.29M	-$219K	15	0.03%	Reduced
920	MCA Martin Capital Advisors San Antonio, Texas	$1.29M	$0	1	0.83%	Maintained
921	GF Gries Financial Cleveland, Ohio	$1.29M	-$147K	1	0.23%	Reduced
922	CIC Cornercap Investment Counsel Atlanta, Georgia	$1.28M	+$428K	3	0.41%	Increased
923	PPA Pacific Point Advisors Rancho Santa Fe, California	$1.28M	+$1.28M	1	0.78%	New
924	Ballentine Partners Waltham, Massachusetts	$1.28M	+$474K	4	0.02%	Increased
925	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.27M	$0	3	0.15%	Maintained