← 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
451	Klingenstein Fields & Co New York	$3.25M	+$2.34M	1	0.14%	Increased
452	Commonwealth Equity Services Waltham, Massachusetts	$3.23M	+$32.6K	2	0.03%	Increased
453	OI Oakbrook Investments Lisle, Illinois	$3.22M	-$199K	2	0.17%	Reduced
454	D.A. Davidson & Co Great Falls, Montana	$3.21M	-$164K	6	0.11%	Reduced
455	GL GLG LLC New York	$3.21M	-$2.78M	3	0.09%	Reduced
456	FWSM First Wilshire Securities Management Pasadena, California	$3.2M	+$124K	2	0.65%	Increased
457	RJA Robshaw & Julian Associates Williamsville, New York	$3.16M	+$3.53K	1	2.38%	Increased
458	Capital Analysts LLC Fort Washington, Pennsylvania	$3.14M	-$398K	2	0.65%	Reduced
459	RBA Richard Bernstein Advisors New York	$3.1M	$0	2	0.41%	Maintained
460	RHFI Reilly Herbert Faulkner III	$3.1M	-$34.3K	1	2.62%	Reduced
461	CA Continental Advisors Park City, Utah	$3.1M	+$3.32M	2	0.68%	Increased
462	Engineers Gate Manager New York	$3.1M	+$2.38M	3	0.41%	Increased
463	SFM Systematic Financial Management Teaneck, New Jersey	$3.08M	+$2.06M	2	0.02%	Increased
464	FNYS First New York Securities New York	$3.05M	+$2.76M	2	3.01%	Increased
465	Shelton Capital Management Denver, Colorado	$3.05M	+$123K	4	0.33%	Increased
466	BB&T Securities Richmond, Virginia	$3.04M	-$288K	2	0.07%	Reduced
467	DnB Asset Management Oslo, Norway	$3.03M	-$761K	3	0.07%	Reduced
468	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$3.02M	+$7.67K	1	2.51%	Increased
469	WCM Wallace Capital Management Dallas, Texas	$2.98M	-$52.3K	1	0.52%	Reduced
470	Grimes & Company Westborough, Massachusetts	$2.97M	-$4.27M	2	0.71%	Reduced
471	LA Linden Advisors New York	$2.97M	$0	1	0.48%	Maintained
472	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$2.97M	-$195K	1	1.18%	Reduced
473	MC Menta Capital San Francisco, California	$2.96M	+$1.34M	2	0.38%	Increased
474	Commerce Bank Kansas City, Missouri	$2.92M	-$45.1K	2	0.05%	Reduced
475	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2.9M	+$1.24M	4	0.22%	Increased