← 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
701	Daiwa Securities Group Tokyo, Japan	$977K	-$663K	3	0.01%	Reduced
702	WCA Westover Capital Advisors Wilmington, Delaware	$976K	+$686K	1	0.8%	Increased
703	DAM Deltec Asset Management New York	$969K	$0	1	0.24%	Maintained
704	Ancora Advisors Cleveland, Ohio	$966K	-$78.4K	1	0.11%	Reduced
705	DLHL Donald L. Hagan LLC Sarasota, Florida	$958K	+$963K	1	0.93%	New
706	SA SL Advisors Westfield, New Jersey	$958K	+$918K	1	0.89%	New
707	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$956K	+$916K	1	0.51%	New
708	IB Intrust Bank Wichita, Kansas	$948K	+$425K	2	0.38%	Increased
709	BOK Financial Tulsa, Oklahoma	$945K	-$81.4K	2	0.03%	Reduced
710	First Eagle Investment Management New York	$945K	$0	1	0%	Maintained
711	MN Services Vermogensbeheer The Hague, Netherlands	$943K	-$18.3K	3	0.22%	Reduced
712	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$939K	$0	1	0.12%	Maintained
713	NG Northstar Group New York	$932K	+$52.9K	1	0.69%	Increased
714	Conning Inc Hartford, Connecticut	$913K	+$45.4K	2	0.04%	Increased
715	RHBC R.H. Bluestein & Co Birmingham, Michigan	$910K	-$529K	2	0.07%	Reduced
716	AWCI Alpine Woods Capital Investors Purchase, New York	$908K	-$45.8K	1	0.05%	Reduced
717	Cetera Advisor Networks El Segundo, California	$906K	-$63.3K	1	0.05%	Reduced
718	Laird Norton Wetherby Wealth Management San Francisco, California	$891K	-$14.7K	2	0.2%	Reduced
719	JWBC J.W. Burns & Co Dewitt, New York	$890K	+$10.2K	2	0.27%	Increased
720	Dana Investment Advisors Waukesha, Wisconsin	$886K	+$35.7K	1	0.04%	Increased
721	Private Advisor Group Morristown, New Jersey	$877K	-$82	2	0.04%	Reduced
722	Central Trust Company Jefferson City, Missouri	$875K	-$42.5K	3	0.07%	Reduced
723	DTL Dynamic Technology Lab Singapore	$873K	+$776K	3	0.24%	Increased
724	Burney Company Reston, Virginia	$869K	-$38.3K	2	0.06%	Reduced
725	E. Ohman J:or Asset Management Stockholm, Sweden	$868K	+$106K	3	0.14%	Increased