← 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
476	FVCM F&V Capital Management Boca Raton, Florida	$4.79M	+$43.7K	1	2.61%	Increased
477	FNT First Nebraska Trust Lincoln, Nebraska	$4.77M	+$307K	2	0.95%	Increased
478	Glenmede Trust Philadelphia, Pennsylvania	$4.77M	$0	8	0.02%	Maintained
479	PVH Psagot Value Holdings Tel Aviv, Israel	$4.76M	-$28.3K	1	0.21%	Reduced
480	CC Cannell & Co New York	$4.75M	-$250K	1	0.18%	Reduced
481	MassMutual Private Wealth & Trust Windsor, Connecticut	$4.74M	-$97.4K	4	0.39%	Reduced
482	TIM Thompson Investment Management Madison, Wisconsin	$4.73M	-$241K	2	0.88%	Reduced
483	Cambridge Investment Research Advisors Fairfield, Iowa	$4.67M	+$389K	4	0.05%	Increased
484	KCP Kenmare Capital Partners New York	$4.67M	+$2.68M	1	5%	Increased
485	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$4.65M	-$45.5K	2	2.11%	Reduced
486	TCM Twin Capital Management Mcmurray, Pennsylvania	$4.65M	+$1.91M	2	0.24%	Increased
487	JP Morgan Private Wealth Advisors San Francisco, California	$4.61M	+$589K	6	0.03%	Increased
488	Regions Financial Corp Birmingham, Alabama	$4.6M	-$937K	7	0.05%	Reduced
489	OneDigital Investment Advisors Overland Park, Kansas	$4.59M	+$1.53K	4	1.01%	Increased
490	IndexIQ Advisors New York	$4.56M	+$3.59M	2	0.15%	Increased
491	People's United Financial Bridgeport, Connecticut	$4.52M	-$74.8K	3	0.14%	Reduced
492	BG Bollard Group Boston, Massachusetts	$4.48M	+$19.5K	2	0.22%	Increased
493	PPCM Pillar Pacific Capital Management Pacifica, California	$4.48M	+$165K	1	0.53%	Increased
494	KeyBank National Association Cleveland, Ohio	$4.47M	-$7.4K	4	0.03%	Reduced
495	EWM Elite Wealth Management Kirkland, Washington	$4.46M	$0	2	3.66%	Maintained
496	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$4.46M	-$1.89M	2	0.46%	Reduced
497	WAM World Asset Management Detroit, Michigan	$4.45M	-$1.61M	6	0.21%	Reduced
498	HTI Hikari Tsushin Inc Tokyo, Japan	$4.44M	$0	1	1.17%	Maintained
499	Magnetar Financial Evanston, Illinois	$4.39M	+$2.9M	3	0.08%	Increased
500	ING Group Amsterdam, Netherlands	$4.35M	+$1.9M	4	0.08%	Increased