← 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	SAM Securian Asset Management St Paul, Minnesota	$4.73M	-$126K	5	0.13%	Reduced
427	MPM Meritage Portfolio Management Overland Park, Kansas	$4.68M	+$4.71M	1	0.53%	New
428	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$4.68M	-$4.94M	2	0.03%	Reduced
429	Ladenburg Thalmann Financial Services Miami, Florida	$4.68M	+$161K	10	0.07%	Increased
430	Glenmede Trust Philadelphia, Pennsylvania	$4.6M	+$361K	6	0.03%	Increased
431	Brown Brothers Harriman & Co New York	$4.53M	$0	5	0.02%	Maintained
432	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$4.47M	+$1.53M	2	3.34%	Increased
433	Cambridge Investment Research Advisors Fairfield, Iowa	$4.45M	-$622K	3	0.09%	Reduced
434	JP Morgan Private Wealth Advisors San Francisco, California	$4.44M	-$507K	5	0.04%	Reduced
435	HS HighVista Strategies Boston, Massachusetts	$4.42M	+$3.27M	2	0.85%	Increased
436	EWM Elite Wealth Management Kirkland, Washington	$4.41M	$0	1	7.26%	Maintained
437	Scotia Capital Toronto, Ontario, Canada	$4.34M	-$36.4K	3	0.09%	Reduced
438	Analytic Investors Los Angeles, California	$4.32M	+$362K	2	0.05%	Increased
439	DC Deere & Company Moline, Illinois	$4.29M	+$635K	5	0.23%	Increased
440	Everett Harris & Co Los Angeles, California	$4.29M	-$66.1K	1	0.15%	Reduced
441	DnB Asset Management Oslo, Norway	$4.27M	+$119K	3	0.09%	Increased
442	DIA Dean Investment Associates Beavercreek, Ohio	$4.26M	+$3.48M	2	0.83%	Increased
443	CWM Concert Wealth Management San Jose, California	$4.22M	-$244K	2	0.57%	Reduced
444	CEP Chicago Equity Partners Chicago, Illinois	$4.21M	-$2.78M	2	0.12%	Reduced
445	AL Airain Ltd St. Peter Port, Guernsey	$4.2M	-$2.01M	3	0.24%	Reduced
446	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$4.19M	-$582K	1	0.98%	Reduced
447	ECM Endurant Capital Management San Mateo, California	$4.17M	+$990K	1	1.39%	Increased
448	PVI Pura Vida Investments New York	$4.16M	+$241K	1	1.77%	Increased
449	FNYS First New York Securities New York	$4.16M	+$3.87M	1	2.56%	Increased
450	DCM Dupont Capital Management Wilmington, Delaware	$4.14M	-$244K	1	0.09%	Reduced