← 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	Inspire Investing Meridian, Idaho	$387K	+$125K	1	0.28%	Increased
977	Anchor Capital Advisors Boston, Massachusetts	$386K	$0	1	0.01%	Maintained
978	CCT Country Club Trust Kansas City, Missouri	$384K	+$147K	2	0.05%	Increased
979	Obermeyer Wealth Partners Aspen, Colorado	$383K	-$57.7K	1	0.03%	Reduced
980	Penserra Capital Management Orinda, California	$381K	+$397K	1	0.02%	New
981	Wealthspire Advisors (Maryland) Potomac, Maryland	$380K	+$1.98K	9	0.03%	Increased
982	Qube Research & Technologies (QRT) London, United Kingdom	$373K	-$14.1K	5	0.24%	Reduced
983	SCM Schnieders Capital Management Pasadena, California	$373K	-$22.3K	1	0.16%	Reduced
984	BCM BTC Capital Management Des Moines, Iowa	$369K	+$352K	1	0.09%	New
985	Parallel Advisors San Francisco, California	$366K	+$95.7K	8	0.05%	Increased
986	Destination Wealth Management Walnut Creek, California	$365K	+$323K	5	0.02%	Increased
987	FL Fort LP Chevy Chase, Maryland	$363K	-$3.27M	3	0.09%	Reduced
988	Quadrant Capital Group Cincinnati, Ohio	$358K	+$600	7	0.13%	Increased
989	Ancora Advisors Cleveland, Ohio	$357K	-$182K	1	0.02%	Reduced
990	DMK David M. Knott	$357K	$0	1	0.13%	Maintained
991	FPB First PREMIER Bank Sioux Falls, South Dakota	$357K	$0	1	0.24%	Maintained
992	C Cerebellum San Francisco, California	$356K	-$30.1K	2	0.6%	Reduced
993	TC Trilogy Capital Irvine, California	$353K	-$45.2K	2	0.05%	Reduced
994	GJIC Gamble Jones Investment Counsel Pasadena, California	$351K	-$18.6K	1	0.04%	Reduced
995	JA JOYN Advisors Atlanta, Georgia	$350K	-$409K	7	0.07%	Reduced
996	CI Cowen Inc New York	$348K	+$351K	1	0.01%	New
997	CFA Capstone Financial Advisors Downers Grove, Illinois	$343K	+$196	1	0.1%	Increased
998	AIM Anchor Investment Management Columbia, South Carolina	$340K	-$64.7K	3	0.08%	Reduced
999	Caxton Associates (New York) New York	$337K	-$646K	1	0.02%	Reduced
1000	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$336K	$0	1	0.16%	Maintained