← 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	Silver Oak Securities Jackson, Tennessee	$1.27M	+$171K	1	0.12%	Increased
927	RTW Investments New York	$1.27M	-$408K	1	0.02%	Reduced
928	Sit Investment Associates Minneapolis, Minnesota	$1.27M	-$361K	1	0.03%	Reduced
929	Intrust Bank Wichita, Kansas	$1.26M	-$232K	1	0.13%	Reduced
930	DSCM Del-Sette Capital Management Schenectady, New York	$1.25M	+$1.31M	1	1.02%	New
931	World Investment Advisors Santa Barbara, California	$1.25M	+$775K	3	0.03%	Increased
932	Denali Advisors San Diego, California	$1.24M	$0	1	0.13%	Maintained
933	Bleakley Financial Group Fairfield, New Jersey	$1.24M	+$405K	3	0.04%	Increased
934	LAM LECAP Asset Management London, United Kingdom	$1.22M	-$2.98M	2	0.33%	Reduced
935	Baldwin Wealth Partners Marion, Massachusetts	$1.21M	-$251K	1	0.08%	Reduced
936	SSCM Sovereign's Capital Management Atlanta, Georgia	$1.21M	+$1.28M	1	0.77%	New
937	SPA Sherbrooke Park Advisers White Plains, New York	$1.21M	-$2.29M	3	0.39%	Reduced
938	PFG Investments Woodbury, New York	$1.2M	-$93.2K	3	0.07%	Reduced
939	FC Farringdon Capital London, United Kingdom	$1.2M	+$1.26M	3	0.49%	New
940	Plato Investment Management Sydney, NSW, Australia	$1.19M	$0	2	0.09%	Maintained
941	CRWM Castle Rock Wealth Management Walnut Creek, California	$1.19M	-$3.3K	2	0.28%	Reduced
942	KWM Kiker Wealth Management Jasper, Georgia	$1.19M	+$1.23M	2	0.96%	New
943	Construction & Building Unions Superannuation Fund Melbourne, Australia	$1.18M	+$1.24M	2	0.05%	New
944	Beacon Investment Advisory Services Morristown, New Jersey	$1.18M	-$1.15M	4	0.05%	Reduced
945	AMI Asset Management Los Angeles, California	$1.17M	-$110K	1	0.06%	Reduced
946	Quadrant Capital Group Cincinnati, Ohio	$1.17M	-$76.1K	15	0.08%	Reduced
947	CenterBook Partners Greenwich, Connecticut	$1.17M	-$1.25M	1	0.07%	Reduced
948	Harvest Fund Management Beijing, China	$1.16M	-$829K	3	0.05%	Reduced
949	FM Freemont Management Vaud, Switzerland	$1.16M	$0	1	0.51%	Maintained
950	Connable Office Inc Kalamazoo, Michigan	$1.16M	$0	2	0.12%	Maintained