← 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
601	FFC First Financial Corp Terre Haute, Indiana	$2.37M	$0	2	1.7%	Maintained
602	OI Oakbrook Investments Lisle, Illinois	$2.36M	+$489K	3	0.15%	Increased
603	ETrade Capital Management Arlington, Virginia	$2.36M	+$1.16M	3	0.08%	Increased
604	Davenport & Co Richmond, Virginia	$2.34M	-$56.6K	1	0.03%	Reduced
605	Financial Engines Advisors Santa Clara, California	$2.33M	-$302K	1	0.07%	Reduced
606	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$2.33M	+$33	1	1.07%	Increased
607	Marshall Wace London, United Kingdom	$2.31M	-$2.32M	3	0.1%	Reduced
608	ALPS Advisors Denver, Colorado	$2.3M	+$989K	4	0.02%	Increased
609	Stephens Inc Little Rock, Arkansas	$2.29M	+$829K	3	0.09%	Increased
610	SEC Seven Eight Capital New York	$2.29M	-$4.91M	1	0.19%	Reduced
611	Capital Investment Advisors Atlanta, Georgia	$2.28M	+$89.4K	1	0.15%	Increased
612	RBF Capital San Francisco, California	$2.24M	$0	1	0.27%	Maintained
613	IAM Impax Asset Management Portsmouth, New Hampshire	$2.23M	-$849K	1	0.13%	Reduced
614	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$2.22M	+$60.3K	1	1.73%	Increased
615	CMO Covenant Multifamily Offices San Antonio, Texas	$2.2M	+$2.2M	1	1.32%	New
616	Seizert Capital Partners Birmingham, Michigan	$2.2M	-$2.02M	1	0.08%	Reduced
617	NSIM North Star Investment Management Chicago, Illinois	$2.18M	+$764K	7	0.26%	Increased
618	North Star Asset Management Neenah, Wisconsin	$2.14M	-$194K	2	0.19%	Reduced
619	SC Saybrook Capital Winston Salem, North Carolina	$2.12M	+$57.5K	1	1%	Increased
620	CAPTRUST Financial Advisors Raleigh, North Carolina	$2.11M	+$1.03M	6	0.13%	Increased
621	CA Callahan Advisors Houston, Texas	$2.11M	+$139K	1	0.43%	Increased
622	Nordea Investment Management Stockholm, Sweden	$2.1M	+$181K	3	0.01%	Increased
623	EP Edgestream Partners Princeton, New Jersey	$2.06M	+$2.05M	2	0.4%	New
624	Brinker Capital Berwyn, Pennsylvania	$2.05M	+$852K	3	0.08%	Increased
625	DWA Dorsey Wright & Associates Pasadena, California	$2.05M	+$119K	1	0.32%	Increased