← 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	Dixon Hubard Feinour & Brown Roanoke, Virginia	$973K	+$5K	1	0.1%	Increased
927	Cullen/Frost Bankers San Antonio, Texas	$966K	-$73.7K	5	0.02%	Reduced
928	Synovus Financial Columbus, Georgia	$965K	+$27.6K	2	0.01%	Increased
929	Guardian Capital (Canada) Toronto, Ontario, Canada	$964K	+$962K	1	0.02%	New
930	Prospera Financial Services Dallas, Texas	$961K	+$138K	10	0.04%	Increased
931	Corient Capital Partners Newport Beach, California	$960K	+$25.6K	2	0.06%	Increased
932	Fiduciary Trust Boston, Massachusetts	$960K	-$818	2	0.02%	Reduced
933	Y-Intercept (HK) Hong Kong	$945K	-$1.64M	2	0.22%	Reduced
934	BIA Barry Investment Advisors New Bedford, Massachusetts	$941K	+$93.3K	1	0.25%	Increased
935	Point72 Hong Kong Hong Kong	$941K	+$237K	10	0.03%	Increased
936	BFSG LLC Irvine, California	$936K	-$9.5K	1	0.15%	Reduced
937	HI Humankind Investments New York	$932K	-$111K	3	0.38%	Reduced
938	CL CSS LLC Chicago, Illinois	$931K	+$1000K	3	0.03%	Increased
939	Mirova Paris, France	$925K	-$11.8K	1	0.12%	Reduced
940	Centiva Capital New York	$924K	-$1.29M	2	0.02%	Reduced
941	Saba Capital Management New York	$923K	+$1M	1	0.01%	New
942	TDC Thompson Davis & Co Richmond, Virginia	$922K	-$456K	1	1.12%	Reduced
943	Kintegral Advisory New York	$917K	+$20.3K	1	0.1%	Increased
944	SXL Summit X LLC Chesterfield, Missouri	$912K	-$15K	1	0.22%	Reduced
945	Oak Harvest Investment Services Houston, Texas	$910K	-$52.7K	1	0.23%	Reduced
946	Ritholtz Wealth Management New York	$910K	-$8.52K	2	0.06%	Reduced
947	Pinnacle Associates New York	$906K	-$17.9K	1	0.02%	Reduced
948	Cigna Investments Bloomfield, Connecticut	$901K	-$476K	2	0.11%	Reduced
949	PCM Poehling Capital Management Madison, Wisconsin	$901K	+$179K	1	0.28%	Increased
950	SIM SummerHaven Investment Management Stamford, Connecticut	$897K	+$40.2K	1	0.51%	Increased