← 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	Shinko Asset Management Company Tokyo, Japan	$586K	-$152K	3	0.01%	Reduced
752	Huntington National Bank Columbus, Ohio	$585K	+$869	3	0.02%	Increased
753	SWA SFMG Wealth Advisors Plano, Texas	$577K	-$140K	1	0.14%	Reduced
754	Ferguson Wellman Capital Management Portland, Oregon	$576K	-$67.7K	2	0.03%	Reduced
755	WC Wexford Capital West Palm Beach, Florida	$573K	+$186K	1	0.11%	Increased
756	BOH Bank of Hawaii Honolulu, Hawaii	$569K	+$41.4K	1	0.07%	Increased
757	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$567K	-$37.7K	1	0.68%	Reduced
758	AWCI Alpine Woods Capital Investors Purchase, New York	$550K	-$386K	1	0.03%	Reduced
759	CL CPWM LLC Seattle, Washington	$550K	+$25.5K	1	0.12%	Increased
760	GC Gruss & Co West Palm Beach, Florida	$545K	$0	1	0.86%	Maintained
761	Reinhart Partners Mequon, Wisconsin	$543K	-$84.1K	1	0.05%	Reduced
762	Cetera Advisor Networks El Segundo, California	$542K	-$77.9K	1	0.04%	Reduced
763	FG Fiduciary Group Savannah, Georgia	$541K	-$5.82K	1	0.18%	Reduced
764	PAM PartnerRe Asset Management Greenwich, Connecticut	$540K	+$2.31K	2	0.09%	Increased
765	SEC Seven Eight Capital New York	$536K	+$468K	1	0.47%	Increased
766	Wealthfront Palo Alto, California	$533K	+$7.3K	4	0.02%	Increased
767	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$533K	$0	1	0.04%	Maintained
768	FWP FAS Wealth Partners Leawood, Kansas	$531K	+$40.4K	1	0.31%	Increased
769	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$524K	$0	1	0.23%	Maintained
770	CC Courier Capital Buffalo, New York	$522K	-$7.12K	1	0.12%	Reduced
771	O'Shaughnessy Asset Management Stamford, Connecticut	$518K	-$39.2K	4	0.01%	Reduced
772	Obermeyer Wealth Partners Aspen, Colorado	$515K	+$58.4K	1	0.05%	Increased
773	BFA Benedict Financial Advisors Atlanta, Georgia	$508K	-$151K	1	0.35%	Reduced
774	HCM Highlander Capital Management Short Hills, New Jersey	$506K	-$12.9K	2	0.48%	Reduced
775	CCP Clarkston Capital Partners Rochester, Michigan	$503K	$0	1	0.05%	Maintained