← 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
351	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$15.8M	-$101K	1	3.11%	Reduced
352	VWM Valley Wealth Managers Paramus, New Jersey	$15.7M	+$1.04M	2	1.17%	Increased
353	Commonwealth Equity Services Waltham, Massachusetts	$15.6M	+$1M	12	0.02%	Increased
354	Burney Company Reston, Virginia	$15.6M	-$497K	2	0.55%	Reduced
355	CIBC World Market Toronto, Ontario, Canada	$15.4M	+$4.52M	3	0.03%	Increased
356	CIBC World Markets New York	$15.3M	+$1.79M	4	0.09%	Increased
357	Congress Wealth Management Boston, Massachusetts	$15.1M	-$933K	2	0.21%	Reduced
358	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$15M	-$14M	9	0.01%	Reduced
359	Ethic Inc New York	$15M	+$4.23M	6	0.3%	Increased
360	Wealth Enhancement Advisory Services Plymouth, Minnesota	$15M	+$9.48M	7	0.03%	Increased
361	Trillium Asset Management Boston, Massachusetts	$15M	+$2.01M	1	0.39%	Increased
362	Lighthouse Investment Partners Palm Beach Gardens, Florida	$14.8M	+$8.43M	2	0.49%	Increased
363	Brinker Capital Investments Berwyn, Pennsylvania	$14.8M	+$3.03M	6	0.15%	Increased
364	Orion Portfolio Solutions Omaha, Nebraska	$14.8M	+$3.03M	6	0.15%	Increased
365	Rockefeller Capital Management New York	$14.7M	-$5.39M	3	0.04%	Reduced
366	GF Goodman Financial Houston, Texas	$14.7M	-$151K	1	3.13%	Reduced
367	Carson Wealth (CWM LLC) Omaha, Nebraska	$14.5M	+$5.12M	19	0.06%	Increased
368	Bessemer Group Woodbridge, New Jersey	$14.5M	-$386K	13	0.02%	Reduced
369	FVCM F&V Capital Management Boca Raton, Florida	$14.5M	+$19.9K	1	3.81%	Increased
370	ORI Oak Ridge Investments Chicago, Illinois	$14.4M	-$1.04M	2	1.13%	Reduced
371	Fred Alger Management New York	$14.3M	+$110K	2	0.07%	Increased
372	LCM Landscape Capital Management Englewood, New Jersey	$14.3M	-$1.71M	5	1.52%	Reduced
373	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$14.3M	+$1.01M	2	0.52%	Increased
374	USS Investment Management London, United Kingdom	$14.3M	-$4.72M	3	0.1%	Reduced
375	Dana Investment Advisors Waukesha, Wisconsin	$14.1M	-$337K	3	0.46%	Reduced