← 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
676	Brown Brothers Harriman & Co New York	$971K	+$2.59K	3	0%	Increased
677	GIM Guardian Investment Management Tiburon, California	$971K	+$139K	1	1.32%	Increased
678	CA Continental Advisors Park City, Utah	$953K	+$1.03M	1	0.24%	New
679	People's United Financial Bridgeport, Connecticut	$953K	+$97.7K	4	0.06%	Increased
680	ANRIA American National Registered Investment Advisor Galveston, Texas	$950K	-$38K	2	0.54%	Reduced
681	GCT Galaxy Capital Trading Road Town, British Virgin Islands	$944K	+$377K	1	0.72%	Increased
682	AIM Avity Investment Management Greenwich, Connecticut	$943K	+$6.93K	1	0.2%	Increased
683	Whittier Trust South Pasadena, California	$940K	$0	4	0.05%	Maintained
684	SI SII Investments Appleton, Wisconsin	$932K	+$447K	1	0.22%	Increased
685	WI Wafra Inc New York	$927K	$0	1	0.13%	Maintained
686	OIA Optimum Investment Advisors Chicago, Illinois	$924K	+$918K	3	0.38%	New
687	Envestnet Asset Management Chicago, Illinois	$915K	-$1M	7	0.01%	Reduced
688	Sarofim Fayez Houston, Texas	$914K	+$981K	2	0%	New
689	PP Paloma Partners Greenwich, Connecticut	$899K	-$4.51M	3	0.04%	Reduced
690	Central Trust Company Jefferson City, Missouri	$891K	-$1.74M	2	0.08%	Reduced
691	KIA KCM Investment Advisors Greenbrae, California	$891K	+$61.8K	1	0.11%	Increased
692	CPIM Columbia Partners Investment Management Alexandria, Virginia	$889K	-$249K	1	0.04%	Reduced
693	OPCM Osborne Partners Capital Management San Francisco, California	$889K	$0	1	0.12%	Maintained
694	CI Cowen Inc New York	$877K	-$2.12M	1	0.13%	Reduced
695	EWM Elite Wealth Management Kirkland, Washington	$875K	+$984K	1	0.77%	Increased
696	FM Foster & Motley Cincinnati, Ohio	$872K	-$1.95M	1	0.23%	Reduced
697	IH IFC Holdings Tampa, Florida	$872K	-$1M	1	0.19%	Reduced
698	O'Shaughnessy Asset Management Stamford, Connecticut	$870K	-$806K	3	0.02%	Reduced
699	UR USCA RIA Houston, Texas	$870K	+$237K	1	0.4%	Increased
700	AT Arden Trust Wilmington, Delaware	$860K	-$107K	1	0.11%	Reduced