← 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
976	Pendal Group Sydney, Australia	$282K	+$17M	2	0%	Increased
977	CAM Claret Asset Management Montreal, Quebec, Canada	$279K	-$792K	1	0.06%	Reduced
978	HM Payson & Co Portland, Maine	$276K	$0	1	0.01%	Maintained
979	AMG Asset Management Group Stamford, Connecticut	$271K	+$273K	1	0.1%	New
980	Burney Company Reston, Virginia	$271K	-$266K	1	0.02%	Reduced
981	AWA ARS Wealth Advisors St. Petersburg, Florida	$270K	$0	1	0.1%	Maintained
982	CIC Cornercap Investment Counsel Atlanta, Georgia	$269K	-$594K	1	0.04%	Reduced
983	Valeo Financial Advisors Carmel, Indiana	$268K	-$43.3K	6	0.04%	Reduced
984	MA Mutual Advisors Omaha, Nebraska	$265K	+$212K	1	0.07%	New
985	Parallel Advisors San Francisco, California	$262K	-$20.2K	7	0.04%	Reduced
986	CAN Claraphi Advisory Network Aliso Viejo, United States	$261K	+$251K	1	0.18%	New
987	JC Jacobs & Co San Francisco, California	$261K	-$13.3K	1	0.05%	Reduced
988	TCOV Trust Company of Vermont Brattleboro, Vermont	$261K	$0	4	0.02%	Maintained
989	AWM Aries Wealth Management Portland, Maine	$260K	$0	1	0.25%	Maintained
990	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$260K	-$615K	4	0.06%	Reduced
991	DI Diligent Investors Redlands, California	$258K	$0	1	0.16%	Maintained
992	IIA IPG Investment Advisors San Diego, California	$257K	+$247K	1	0.08%	New
993	WSC Wellington Shields & Co New York	$252K	$0	1	0.14%	Maintained
994	AAP Ardsley Advisory Partners Stamford, Connecticut	$251K	+$70.6K	1	0.04%	Increased
995	Check Capital Management Costa Mesa, California	$251K	$0	1	0.01%	Maintained
996	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$247K	$0	1	0.18%	Maintained
997	Bragg Financial Advisors Charlotte, North Carolina	$246K	-$1.16M	1	0.04%	Reduced
998	CIM Contravisory Investment Management Norwell, Massachusetts	$245K	+$267K	2	0.09%	Increased
999	Sequoia Financial Advisors Akron, Ohio	$245K	$0	1	0.03%	Maintained
1000	Inspire Investing Meridian, Idaho	$244K	-$111K	1	0.25%	Reduced