← 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
951	PIM Plato Investment Management Sydney, NSW, Australia	$755K	+$71.4K	2	0.04%	Increased
952	Canada Post Corporation Pension Plan Toronto, Canada	$753K	$0	3	0.03%	Maintained
953	SFI Siemens Fonds Invest Munich, Germany	$751K	+$11.6K	2	0.04%	Increased
954	TCA Transcend Capital Advisors Madison, New Jersey	$751K	+$616K	3	0.05%	Increased
955	ACC Acorn Creek Capital Fort Collins, Colorado	$744K	-$65.1K	2	0.25%	Reduced
956	Belpointe Asset Management Reno, Nevada	$741K	+$201K	2	0.02%	Increased
957	Central Trust Company Jefferson City, Missouri	$740K	-$87.6K	7	0.01%	Reduced
958	WhitTier Trust Company Reno, Nevada	$738K	-$12.8K	7	0.01%	Reduced
959	WW Winnow Wealth Waco, Texas	$738K	+$1.9K	1	0.5%	Increased
960	Sarasin & Partners London, United Kingdom	$738K	$0	1	0.01%	Maintained
961	YMRC Yorktown Management & Research Company Forest, Virginia	$730K	$0	2	0.45%	Maintained
962	Generali Asset Management Trieste, Italy	$724K	-$1.23M	2	0.01%	Reduced
963	Magnetar Financial Evanston, Illinois	$718K	-$321K	2	0.01%	Reduced
964	BWP Baldwin Wealth Partners Marion, Massachusetts	$715K	-$23.4K	1	0.05%	Reduced
965	Blackhill Capital Morristown, New Jersey	$715K	+$1.54K	2	0.03%	Increased
966	TFA Toth Financial Advisory Leesburg, Virginia	$713K	+$582K	1	0.07%	New
967	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$710K	-$8.84K	1	0.13%	Reduced
968	Sageworth Trust Lancaster, Pennsylvania	$707K	$0	1	0.03%	Maintained
969	MFAM Motley Fool Asset Management Alexandria, Virginia	$704K	-$2M	1	0.03%	Reduced
970	LFA Legacy Financial Advisors Covington, Kentucky	$700K	+$365K	2	0.09%	Increased
971	Highbridge Capital Management New York	$699K	+$698K	1	0.02%	New
972	ECM Everence Capital Management Goshen, Indiana	$698K	+$193K	2	0.04%	Increased
973	SM Sciencast Management Princeton, New Jersey	$697K	-$3.19M	1	0.14%	Reduced
974	AA AlphaCentric Advisors San Juan, Puerto Rico	$696K	+$623K	1	0.59%	New
975	CA Crossingbridge Advisors Pleasantville, New York	$696K	+$623K	1	0.12%	New