← 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	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$1.06M	$0	5	0.16%	Maintained
702	Avantax Planning Partners Dubuque, Iowa	$1.05M	+$19.5K	2	0.09%	Increased
703	MAI Capital Management Independence, Ohio	$1.05M	-$42.2K	1	0.07%	Reduced
704	Laird Norton Wetherby Wealth Management San Francisco, California	$1.05M	-$224K	2	0.18%	Reduced
705	Banque Pictet & Cie Geneva 73, Switzerland	$1.03M	-$34.9K	1	0.02%	Reduced
706	NC NewSquare Capital Newtown Square, Pennsylvania	$1.02M	$0	2	0.25%	Maintained
707	CTA Colonial Trust Advisors Spartanburg, South Carolina	$1.02M	+$242K	1	0.23%	Increased
708	CA Callahan Advisors Houston, Texas	$1.02M	+$425K	1	0.22%	Increased
709	CS Credential Securities Vancouver,	$1.01M	+$237K	2	0.31%	Increased
710	First Allied Advisory Services San Diego, California	$1M	+$8.47K	2	0.04%	Increased
711	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1M	+$65.5K	1	0.31%	Increased
712	TIA Trust Investment Advisors Indianapolis, Indiana	$1M	-$21.5K	1	1.08%	Reduced
713	HCM Horrell Capital Management Little Rock, Arkansas	$999K	+$26.4K	1	0.59%	Increased
714	First Eagle Investment Management New York	$997K	$0	2	0%	Maintained
715	ANRIA American National Registered Investment Advisor Galveston, Texas	$996K	$0	2	0.42%	Maintained
716	ARMC American Research & Management Company Marion, Massachusetts	$990K	+$98.4K	1	0.33%	Increased
717	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$990K	$0	2	0.12%	Maintained
718	CK Cohen Klingenstein New York	$981K	$0	2	0.15%	Maintained
719	ACC Accident Compensation Corp Wellington, New Zealand	$978K	+$596K	1	0.26%	Increased
720	WI Wintrust Investments Chicago, Illinois	$962K	+$145K	1	0.26%	Increased
721	FO FT Options Chicago, Illinois	$948K	+$857K	1	1.63%	Increased
722	WC Wexford Capital West Palm Beach, Florida	$945K	+$291K	2	0.07%	Increased
723	MAM Meeder Asset Management Dublin, Ohio	$931K	+$59.4K	5	0.09%	Increased
724	CIBC Private Wealth Group Atlanta, Georgia	$930K	+$854K	1	0.01%	New
725	GL GLG LLC New York	$929K	-$112K	2	0.06%	Reduced