← 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
426	BB&T Securities Richmond, Virginia	$4.45M	+$1.32M	4	0.07%	Increased
427	Oppenheimer & Co New York	$4.45M	-$368K	5	0.14%	Reduced
428	Everett Harris & Co Los Angeles, California	$4.41M	-$9.74K	1	0.16%	Reduced
429	MA Marshwinds Advisory St Simons Island, Georgia	$4.4M	-$201K	3	2.26%	Reduced
430	Analytic Investors Los Angeles, California	$4.38M	+$358K	1	0.05%	Increased
431	ZBI Ziff Brothers Investments New York	$4.36M	+$4.08M	1	1.02%	New
432	WCF West Coast Financial Santa Barbara, California	$4.33M	+$48.8K	1	1.78%	Increased
433	Brown Brothers Harriman & Co New York	$4.32M	-$23.4K	5	0.02%	Reduced
434	OppenheimerFunds New York	$4.28M	-$537K	4	0.01%	Reduced
435	Ladenburg Thalmann Financial Services Miami, Florida	$4.26M	+$284K	10	0.08%	Increased
436	Sculptor Capital New York	$4.26M	+$670K	1	0.02%	Increased
437	PVI Pura Vida Investments New York	$4.24M	-$1.52M	1	1.93%	Reduced
438	CWM Concert Wealth Management San Jose, California	$4.24M	-$514K	3	0.57%	Reduced
439	EWM Elite Wealth Management Kirkland, Washington	$4.12M	$0	1	5.81%	Maintained
440	CIC Cornercap Investment Counsel Atlanta, Georgia	$4.08M	+$3.37M	2	0.76%	Increased
441	Scotia Capital Toronto, Ontario, Canada	$4.07M	+$1.37M	3	0.09%	Increased
442	Wasatch Advisors Salt Lake City, Utah	$4.07M	-$955K	1	0.06%	Reduced
443	Truist Financial Charlotte, North Carolina	$4.05M	+$737K	3	0.1%	Increased
444	DCM Dupont Capital Management Wilmington, Delaware	$4.02M	-$192K	1	0.09%	Reduced
445	HCMT Highland Capital Management (Texas) Dallas, Texas	$4M	+$3.74M	1	0.18%	New
446	Glenmede Trust Philadelphia, Pennsylvania	$3.95M	-$387K	7	0.03%	Reduced
447	DnB Asset Management Oslo, Norway	$3.88M	+$473K	3	0.08%	Increased
448	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$3.76M	+$68.1K	3	0.12%	Increased
449	RCM Rutabaga Capital Management Boston, Massachusetts	$3.76M	+$3.25M	1	0.61%	New
450	Weiss Asset Management Boston, Massachusetts	$3.75M	+$3.72M	1	0.93%	New