← 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
651	WesBanco Bank Wheeling, West Virginia	$1.58M	+$809K	3	0.09%	Increased
652	Grassi Investment Management Santa Clara, California	$1.57M	-$101K	2	0.27%	Reduced
653	Aristeia Capital Greenwich, Connecticut	$1.55M	+$272K	1	0.1%	Increased
654	GHP Investment Advisors Denver, Colorado	$1.53M	-$724K	1	0.23%	Reduced
655	Sheaff Brock Investment Advisors Indianapolis, Indiana	$1.53M	-$94.4K	2	0.24%	Reduced
656	ARMC American Research & Management Company Marion, Massachusetts	$1.53M	-$21.4K	1	0.52%	Reduced
657	Fragasso Financial Advisors Sewickley, Pennsylvania	$1.51M	+$476K	1	0.34%	Increased
658	FA FDx Advisors Chicago, Illinois	$1.51M	-$512K	3	0.12%	Reduced
659	Coldstream Capital Management Bellevue, Washington	$1.49M	+$37.4K	1	0.15%	Increased
660	KWMG LLC Overland Park, Kansas	$1.49M	+$244K	2	0.41%	Increased
661	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$1.48M	+$617K	2	0.09%	Increased
662	GC Grace Capital Quincy, Massachusetts	$1.48M	-$509K	1	0.69%	Reduced
663	OPA Old Port Advisors Portland, Maine	$1.48M	+$2.22M	1	0.83%	New
664	Nine Masts Capital Central, Hong Kong	$1.45M	+$1.77M	2	0.23%	Increased
665	Hikari Tsushin Inc Tokyo, Japan	$1.43M	-$1.7M	1	0.33%	Reduced
666	EULAV Asset Management Sarasota, Florida	$1.42M	$0	1	0.07%	Maintained
667	DTL Dynamic Technology Lab Singapore	$1.42M	-$1.32M	2	0.25%	Reduced
668	HL Financial Services Louisville, Kentucky	$1.42M	-$175K	1	0.02%	Reduced
669	Perigon Wealth Management San Francisco, California	$1.41M	+$9.6K	1	0.36%	Increased
670	SCM Suffolk Capital Management New York	$1.4M	-$7.71M	1	0.27%	Reduced
671	Sowell Financial Services North Little Rock, Arkansas	$1.39M	-$2.5K	1	0.2%	Reduced
672	Boston Advisors Boston, Massachusetts	$1.38M	-$4.52M	1	0.08%	Reduced
673	Commerce Bank Kansas City, Missouri	$1.38M	-$654K	2	0.02%	Reduced
674	FQ First Quadrant Glendale, California	$1.38M	-$18.5M	5	0.11%	Reduced
675	Wedbush Securities Los Angeles, California	$1.37M	+$2.07M	1	0.18%	New