← 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
751	Ferguson Wellman Capital Management Portland, Oregon	$697K	+$57.9K	2	0.03%	Increased
752	EWM Elite Wealth Management Kirkland, Washington	$695K	+$373K	1	0.69%	Increased
753	IRS Invictus RG (Singapore) Singapore	$695K	-$606K	4	0.73%	Reduced
754	SFT Simmons First Trust Pine Bluff, Arkansas	$695K	-$787K	1	0.21%	Reduced
755	WIS Wright Investors Service Shelton, Connecticut	$688K	$0	1	0.31%	Maintained
756	Carnegie Investment Counsel Pepper Pike, Ohio	$683K	-$1.98K	1	0.16%	Reduced
757	B BancorpSouth Tupelo, Mississippi	$681K	+$10.5K	2	0.07%	Increased
758	Wedbush Securities Los Angeles, California	$677K	-$25.7K	2	0.11%	Reduced
759	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$670K	-$240K	5	0.03%	Reduced
760	DP Dearborn Partners Chicago, Illinois	$669K	-$5.63M	2	0.07%	Reduced
761	LMAM Legg Mason Asset Management Tokyo, Japan	$665K	-$55.2K	1	0.42%	Reduced
762	BWM Braver Wealth Management Needham, Massachusetts	$664K	+$695K	1	0.17%	New
763	CIBC Private Wealth Group Atlanta, Georgia	$661K	-$6.69K	1	0.01%	Reduced
764	CAM Chesapeake Asset Management New York	$656K	-$40	1	0.41%	Reduced
765	Intact Investment Management Montreal, Quebec, Canada	$654K	$0	1	0.03%	Maintained
766	CL CSS LLC Chicago, Illinois	$649K	-$631K	1	0.03%	Reduced
767	BA Bard Associates Chicago, Illinois	$643K	-$43.6K	1	0.25%	Reduced
768	IndexIQ Advisors New York	$641K	+$140K	1	0.05%	Increased
769	LPC Loeb Partners Corp New York	$638K	$0	1	0.19%	Maintained
770	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$634K	-$280K	2	0%	Reduced
771	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$630K	-$613K	2	0.02%	Reduced
772	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$629K	+$17.6K	1	0.15%	Increased
773	KCPG Kavar Capital Partners Group Leawood, Kansas	$618K	-$187K	1	0.52%	Reduced
774	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$611K	-$203K	4	0.02%	Reduced
775	First Horizon Advisors Memphis, Tennessee	$609K	+$30.1K	5	0.09%	Increased