← 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	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$1.4M	+$149K	1	0.06%	Increased
727	PIM Partner Investment Management San Francisco, California	$1.4M	+$638K	1	1.13%	Increased
728	Quadrature Capital London, United Kingdom	$1.4M	-$9.44M	2	0.13%	Reduced
729	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.39M	-$83.8K	9	0.01%	Reduced
730	Freestone Capital Holdings Seattle, Washington	$1.38M	+$195K	2	0.01%	Increased
731	WesBanco Bank Wheeling, West Virginia	$1.38M	$0	2	0.07%	Maintained
732	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$1.38M	+$388K	4	1.28%	Increased
733	Clark Capital Management Group Philadelphia, Pennsylvania	$1.37M	$0	2	0.04%	Maintained
734	Jefferies Financial Group New York	$1.37M	+$1.09M	1	0.11%	New
735	Laird Norton Wetherby Wealth Management San Francisco, California	$1.37M	+$38.7K	3	0.19%	Increased
736	CIM CenturyLink Investment Management Denver, Colorado	$1.37M	+$1.31M	1	0.52%	New
737	FLI Family Legacy Inc Greenville, South Carolina	$1.36M	$0	2	1.18%	Maintained
738	DA Denali Advisors San Diego, California	$1.35M	+$1.31M	2	0.2%	New
739	Central Trust Company Jefferson City, Missouri	$1.35M	+$277K	5	0.09%	Increased
740	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.33M	-$20.6K	1	0.34%	Reduced
741	FWSM First Wilshire Securities Management Pasadena, California	$1.32M	-$5.26K	1	0.39%	Reduced
742	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$1.31M	+$2.99K	2	0.15%	Increased
743	FM Foster & Motley Cincinnati, Ohio	$1.29M	-$29.9K	3	0.21%	Reduced
744	Perigon Wealth Management San Francisco, California	$1.29M	+$1.11M	1	0.39%	Increased
745	PCM Prelude Capital Management New York	$1.28M	-$1.35M	7	0.08%	Reduced
746	GIM Guardian Investment Management Tiburon, California	$1.28M	-$3.83K	1	1.22%	Reduced
747	PAM Palisade Asset Management Minneapolis, Minnesota	$1.28M	-$11.2K	1	0.18%	Reduced
748	Horizon Kinetics New York	$1.27M	-$116K	3	0.03%	Reduced
749	KA Kaizen Advisory Wheaton, Illinois	$1.27M	+$952K	4	0.65%	Increased
750	Pinnacle Associates New York	$1.26M	-$67K	2	0.03%	Reduced