← 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
726	B. Metzler seel. Sohn & Co Frankfurt, Germany	$1.77M	-$1M	1	0.02%	Reduced
727	Scotia Capital Toronto, Ontario, Canada	$1.77M	-$590K	2	0.01%	Reduced
728	BSG Black Swift Group Boulder, Colorado	$1.77M	-$76.8K	1	0.26%	Reduced
729	IP Isthmus Partners Madison, Wisconsin	$1.77M	+$354K	1	0.17%	Increased
730	NG Norden Group Provo, Utah	$1.76M	+$1.64M	1	0.14%	New
731	EF Exeter Financial Scottsdale, Arizona	$1.76M	-$7.75K	2	0.67%	Reduced
732	Zurich Insurance Group Zurich, Switzerland	$1.75M	-$79.8K	1	0.01%	Reduced
733	Mission Wealth Management Santa Barbara, California	$1.75M	+$345K	3	0.02%	Increased
734	Steward Partners Investment Advisory New York	$1.75M	+$338K	10	0.01%	Increased
735	OTL Oak Thistle LLC New York	$1.73M	-$2.49M	2	0.17%	Reduced
736	Brown Brothers Harriman & Co New York	$1.73M	+$536K	8	0.01%	Increased
737	KCM Kennondale Capital Management Richmond, Virginia	$1.72M	$0	2	1.14%	Maintained
738	VCM Versant Capital Management Phoenix, Arizona	$1.7M	+$428K	13	0.15%	Increased
739	Park Avenue Securities New York	$1.7M	+$462K	4	0.01%	Increased
740	Allworth Financial Folsom, California	$1.69M	+$633K	18	0.01%	Increased
741	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$1.69M	-$1.42M	1	0.04%	Reduced
742	Meridian Wealth Management Lexington, Kentucky	$1.66M	-$406K	2	0.05%	Reduced
743	SW SVB Wealth Boston, Massachusetts	$1.65M	+$215K	1	0.1%	Increased
744	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$1.64M	+$1.74M	1	0.13%	New
745	CX Institutional Auburn, Indiana	$1.63M	+$492K	6	0.05%	Increased
746	Regions Financial Corp Birmingham, Alabama	$1.62M	+$37.9K	1	0.01%	Increased
747	ABN AMRO Investment Solutions Paris Cedex 008,	$1.61M	+$309K	1	0.01%	Increased
748	NGA Naples Global Advisors Naples, Florida	$1.61M	-$133K	2	0.1%	Reduced
749	FHWM Fox Hill Wealth Management Dedham, Massachusetts	$1.6M	-$9.99K	1	0.64%	Reduced
750	CreativeOne Wealth Overland Park, Kansas	$1.6M	-$347K	1	0.03%	Reduced