← 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
776	JMH J.M. Hartwell New York	$579K	$0	1	0.14%	Maintained
777	CI Constellation Investments Montgomery, Ohio	$577K	+$29.1K	2	0.12%	Increased
778	FSC Fiduciary Services Corp Savannah, Georgia	$576K	+$19.6K	1	0.2%	Increased
779	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$572K	+$60.6K	1	0.44%	Increased
780	ALPS Advisors Denver, Colorado	$569K	-$76.6K	1	0%	Reduced
781	Buckingham Strategic Wealth Clayton, Missouri	$562K	$0	1	0.22%	Maintained
782	MC Moors & Cabot Boston, Massachusetts	$560K	-$33.7K	1	0.09%	Reduced
783	PVWM Point View Wealth Management Summit, New Jersey	$559K	+$80.8K	1	0.42%	Increased
784	KCPG Kavar Capital Partners Group Leawood, Kansas	$553K	-$18.8K	1	0.43%	Reduced
785	PTC Private Trust Company Cleveland, Ohio	$550K	-$96.1K	1	0.17%	Reduced
786	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$548K	+$531K	1	0.06%	New
787	Heritage Investors Management Corp Bethesda, Maryland	$540K	-$2.63K	1	0.04%	Reduced
788	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$540K	-$123K	2	0.13%	Reduced
789	FM Foster & Motley Cincinnati, Ohio	$539K	-$4.74K	1	0.12%	Reduced
790	WCM Waterstone Capital Management St. Louis Park, Minnesota	$539K	-$1.02M	1	0.26%	Reduced
791	LRPA L. Roy Papp & Associates Phoenix, Arizona	$538K	$0	1	0.12%	Maintained
792	PP Patten & Patten Chattanooga, Tennessee	$537K	+$4.41K	1	0.08%	Increased
793	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$534K	$0	1	0.23%	Maintained
794	MAI Capital Management Independence, Ohio	$530K	+$4.22K	1	0.04%	Increased
795	FWP FAS Wealth Partners Leawood, Kansas	$527K	+$109	1	0.28%	Increased
796	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$526K	+$94.2K	1	0.07%	Increased
797	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$525K	+$143K	1	0.75%	Increased
798	SAG Sterne Agee Group Birmingham, Alabama	$523K	+$109K	1	0.08%	Increased
799	BUB BBVA USA Bancshares Houston, Texas	$519K	-$198K	1	0.02%	Reduced
800	GC Gruss & Co West Palm Beach, Florida	$518K	$0	1	0.74%	Maintained