← 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	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.4M	-$223K	2	0.13%	Reduced
677	AAM Ascension Asset Management New York	$1.39M	+$1.36M	1	1.27%	New
678	Wealthfront Palo Alto, California	$1.39M	+$672K	4	0.02%	Increased
679	WesBanco Bank Wheeling, West Virginia	$1.39M	-$20.3K	2	0.09%	Reduced
680	LSCM LaSalle Street Capital Management Chicago, Illinois	$1.38M	+$1.61M	1	0.95%	New
681	Quadrature Capital London, United Kingdom	$1.37M	-$1.31M	2	0.12%	Reduced
682	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$1.37M	+$231K	5	0.14%	Increased
683	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.36M	+$73.4K	9	0.01%	Increased
684	CWA Clarus Wealth Advisors Peoria, Arizona	$1.36M	+$1.28M	2	1.31%	New
685	PAM Palisade Asset Management Minneapolis, Minnesota	$1.36M	-$88.8K	1	0.22%	Reduced
686	Simplex Trading Chicago, Illinois	$1.36M	+$326K	3	0.06%	Increased
687	KIA KCM Investment Advisors Greenbrae, California	$1.35M	-$174K	2	0.08%	Reduced
688	NAP New Amsterdam Partners New York	$1.34M	+$103K	1	0.27%	Increased
689	ALPS Advisors Denver, Colorado	$1.34M	+$564K	3	0.01%	Increased
690	CGM Capital Growth Management Boston, Massachusetts	$1.33M	-$910K	1	0.06%	Reduced
691	Brinker Capital Berwyn, Pennsylvania	$1.32M	+$68.8K	2	0.05%	Increased
692	Laird Norton Wetherby Wealth Management San Francisco, California	$1.32M	+$160K	3	0.18%	Increased
693	FLI Family Legacy Inc Greenville, South Carolina	$1.31M	+$806K	2	1.19%	Increased
694	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$1.3M	-$83.5K	1	0.06%	Reduced
695	YMRC Yorktown Management & Research Company Forest, Virginia	$1.3M	+$800K	2	0.37%	Increased
696	IB Intrust Bank Wichita, Kansas	$1.29M	-$203K	2	0.38%	Reduced
697	FWSM First Wilshire Securities Management Pasadena, California	$1.29M	+$1.21K	1	0.35%	Increased
698	Jefferies Financial Group New York	$1.29M	+$63.6K	2	0.1%	Increased
699	PK Pflug Koory Omaha, Nebraska	$1.29M	+$41.5K	3	1.02%	Increased
700	CK Cohen Klingenstein New York	$1.29M	+$218K	3	0.18%	Increased