← 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	WIS Wright Investors Service Shelton, Connecticut	$1.5M	-$11.5K	1	0.52%	Reduced
677	Clifford Swan Investment Counsel Pasadena, California	$1.47M	-$558K	2	0.08%	Reduced
678	Grassi Investment Management Santa Clara, California	$1.47M	-$11.3K	1	0.24%	Reduced
679	Tower Research Capital (TRC) New York	$1.44M	+$909K	9	0.12%	Increased
680	Raymond James Trust St. Petersburg, Florida	$1.43M	-$194K	3	0.1%	Reduced
681	RAM Roumell Asset Management Chevy Chase, Maryland	$1.42M	+$14.8K	1	3.13%	Increased
682	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.42M	+$36.8K	8	0.01%	Increased
683	CWA Clarus Wealth Advisors Peoria, Arizona	$1.41M	+$56.6K	2	1.31%	Increased
684	RegentAtlantic Capital Morristown, New Jersey	$1.4M	-$21.8K	2	0.12%	Reduced
685	Cambiar Investors Denver, Colorado	$1.4M	-$136K	1	0.02%	Reduced
686	RCM Rutabaga Capital Management Boston, Massachusetts	$1.4M	+$945K	1	0.33%	Increased
687	VNA VNBTrust National Association Charlottesville, Virginia	$1.4M	-$20.8K	2	0.81%	Reduced
688	HMS Hanseatic Management Services Albuquerque, New Mexico	$1.39M	+$859K	4	1.34%	Increased
689	CK Cohen Klingenstein New York	$1.38M	$0	3	0.2%	Maintained
690	Fragasso Financial Advisors Sewickley, Pennsylvania	$1.38M	+$6.19K	1	0.34%	Increased
691	WesBanco Bank Wheeling, West Virginia	$1.37M	-$3.79K	2	0.07%	Reduced
692	Pinnacle Associates New York	$1.36M	-$14.6K	2	0.03%	Reduced
693	MC Menta Capital San Francisco, California	$1.36M	-$774K	3	0.29%	Reduced
694	Wealthfront Palo Alto, California	$1.36M	-$20.2K	4	0.01%	Reduced
695	BOK Financial Tulsa, Oklahoma	$1.35M	-$307K	3	0.04%	Reduced
696	TCM Teza Capital Management Chicago, Illinois	$1.34M	+$206K	2	0.32%	Increased
697	BBVA USA Bancshares Houston, Texas	$1.34M	-$613K	2	0.09%	Reduced
698	ACC Accident Compensation Corp Wellington, New Zealand	$1.34M	-$375K	1	0.39%	Reduced
699	Clark Capital Management Group Philadelphia, Pennsylvania	$1.33M	-$114K	2	0.04%	Reduced
700	Palisade Asset Management Minneapolis, Minnesota	$1.33M	$0	1	0.2%	Maintained