← 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	CRIG Charter Research & Investment Group Southport, Connecticut	$1.57M	$0	1	1.8%	Maintained
702	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$1.56M	+$1M	2	0.12%	Increased
703	Raymond James Trust St. Petersburg, Florida	$1.55M	+$106K	3	0.09%	Increased
704	CS Credential Securities Vancouver,	$1.55M	-$192K	2	0.35%	Reduced
705	Wealthfront Palo Alto, California	$1.55M	+$112K	4	0.02%	Increased
706	CI Cigna Investments Bloomfield, Connecticut	$1.54M	-$279K	4	0.11%	Reduced
707	Clifford Swan Investment Counsel Pasadena, California	$1.53M	$0	2	0.09%	Maintained
708	BA Boston Advisors Boston, Massachusetts	$1.51M	-$123K	1	0.04%	Reduced
709	BCP Berylson Capital Partners Boston, Massachusetts	$1.5M	+$1.44M	1	1.85%	New
710	Mount Yale Investment Advisors Denver, Colorado	$1.5M	+$111K	6	0.28%	Increased
711	LIM Leavell Investment Management Mobile, Alabama	$1.5M	-$36.2K	3	0.17%	Reduced
712	GPCM Granite Point Capital Management Boston, Massachusetts	$1.49M	-$230K	2	0.13%	Reduced
713	SGAM Smith Group Asset Management Dallas, Texas	$1.49M	+$958K	1	0.04%	Increased
714	SAM Symphony Asset Management San Francisco, California	$1.47M	-$2.4M	1	0.29%	Reduced
715	JWBC J.W. Burns & Co Dewitt, New York	$1.47M	+$8.93K	4	0.37%	Increased
716	VNA VNBTrust National Association Charlottesville, Virginia	$1.46M	+$2.22K	2	0.54%	Increased
717	OWA One Wealth Advisors San Francisco, California	$1.46M	+$88.2K	3	1.16%	Increased
718	WIS Wright Investors Service Shelton, Connecticut	$1.45M	-$298K	1	0.58%	Reduced
719	CK Cohen Klingenstein New York	$1.44M	$0	3	0.2%	Maintained
720	RegentAtlantic Capital Morristown, New Jersey	$1.44M	-$15.2K	2	0.12%	Reduced
721	MIP Marietta Investment Partners Milwaukee, Wisconsin	$1.44M	+$1.37M	1	0.45%	New
722	WC Wexford Capital West Palm Beach, Florida	$1.43M	-$1.79M	1	0.09%	Reduced
723	CWA Clarus Wealth Advisors Peoria, Arizona	$1.41M	$0	2	1.07%	Maintained
724	ARMC American Research & Management Company Marion, Massachusetts	$1.41M	+$13.2K	1	0.49%	Increased
725	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$1.41M	-$2.49M	1	0.64%	Reduced