← 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
1126	Vanguard Personalized Indexing Management Oakland, California	$229K	-$92.3K	1	0.06%	Reduced
1127	CAM Cypress Asset Management Houston, Texas	$227K	$0	1	0.07%	Maintained
1128	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$227K	-$1.21M	1	0.02%	Reduced
1129	Obermeyer Wealth Partners Aspen, Colorado	$226K	$0	1	0.02%	Maintained
1130	SP Successful Portfolios Clearwater, Florida	$226K	$0	1	0.18%	Maintained
1131	WSC Wellington Shields & Co New York	$223K	$0	1	0.09%	Maintained
1132	HCM Hollencrest Capital Management Newport Beach, California	$222K	+$221K	1	0.03%	New
1133	Polar Asset Management Partners Toronto, Ontario, Canada	$221K	+$227K	1	0%	New
1134	Associated Banc-Corp Green Bay, Wisconsin	$219K	-$1.02K	4	0.01%	Reduced
1135	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$218K	-$2.11K	1	0.04%	Reduced
1136	Level Four Advisory Services Dallas, Texas	$218K	-$276K	1	0.02%	Reduced
1137	HS Haafor (Singapore) Singapore	$217K	+$216K	1	0.45%	New
1138	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$216K	-$2.56K	1	0.19%	Reduced
1139	CH Canton Hathaway Providence, Rhode Island	$215K	+$182K	1	0.09%	New
1140	DI Diligent Investors Redlands, California	$214K	$0	1	0.1%	Maintained
1141	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$214K	+$230K	1	0.01%	New
1142	Tocqueville Asset Management New York	$211K	-$18.2K	1	0%	Reduced
1143	MFW Meristem Family Wealth Minnetonka, Minnesota	$210K	+$209K	1	0.05%	New
1144	WF WoodTrust Financial Wisconsin Rapids, Wisconsin	$209K	$0	1	0.08%	Maintained
1145	CFA Carroll Financial Associates Charlotte, North Carolina	$207K	-$163K	6	0.02%	Reduced
1146	Homrich & Berg Atlanta, Georgia	$207K	-$11K	1	0.01%	Reduced
1147	Moore Capital Management New York	$207K	+$197K	1	0%	New
1148	AIP Almanack Investment Partners Wayne, Pennsylvania	$206K	+$172K	1	0.03%	New
1149	HCM Hodges Capital Management Dallas, Texas	$206K	-$154K	1	0.04%	Reduced
1150	MSR Main Street Research Lakeville, Connecticut	$206K	$0	1	0.03%	Maintained