← 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
926	TCM Teza Capital Management Chicago, Illinois	$788K	-$914K	2	0.45%	Reduced
927	KA Kintegral Advisory New York	$786K	$0	1	0.11%	Maintained
928	RA Rational Advisors Huntington, New York	$785K	+$593K	1	0.21%	Increased
929	4WM 44 Wealth Management Eugene, Oregon	$784K	+$749K	2	0.36%	New
930	IFG Advisory Atlanta, Georgia	$778K	-$9.57K	2	0.11%	Reduced
931	EMG ETF Managers Group Summit, New Jersey	$775K	-$855K	2	0.02%	Reduced
932	RG Rikoon Group Santa Fe, New Mexico	$767K	+$61.8K	1	0.21%	Increased
933	Maryland State Retirement & Pension System Baltimore, Maryland	$766K	+$748K	2	0.15%	New
934	CCA Checchi Capital Advisers Beverly Hills, California	$764K	+$177K	3	0.08%	Increased
935	GDP Great Diamond Partners Portland, Maine	$752K	+$64.9K	1	0.24%	Increased
936	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$746K	+$67.8K	1	0.18%	Increased
937	Fidelity International Hamilton, Bermuda	$745K	+$56.3K	4	0%	Increased
938	IAN Integrated Advisors Network Dallas, Texas	$744K	+$66.3K	2	0.08%	Increased
939	Altshuler Shaham Tel Aviv, Israel	$736K	+$44.1K	7	0.01%	Increased
940	GC Grace Capital Quincy, Massachusetts	$736K	+$607K	2	0.46%	Increased
941	Harvest Fund Management Beijing, China	$736K	-$36.3K	3	0.06%	Reduced
942	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$731K	+$203K	11	0.17%	Increased
943	Anchor Capital Advisors Boston, Massachusetts	$717K	$0	1	0.02%	Maintained
944	NAM NorthCoast Asset Management Greenwich, Connecticut	$713K	$0	1	0.03%	Maintained
945	AR Advisory Research Chicago, Illinois	$700K	-$1.59M	1	0.05%	Reduced
946	DFA Delta Financial Advisors New Orleans, Louisiana	$699K	$0	1	0.35%	Maintained
947	VNA Valley National Advisers Bethlehem, Pennsylvania	$697K	-$5.17K	2	0.15%	Reduced
948	HS Haafor (Singapore) Singapore	$690K	+$473K	1	1.29%	Increased
949	VFA Voya Financial Advisors Windsor, Connecticut	$690K	+$60K	1	0.03%	Increased
950	Conning Inc Hartford, Connecticut	$687K	+$50.2K	2	0.02%	Increased