← 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	CCP Clarkston Capital Partners Rochester, Michigan	$565K	+$534K	1	0.06%	New
777	PTC Private Trust Company Cleveland, Ohio	$560K	+$6.37K	1	0.16%	Increased
778	MAI Capital Management Independence, Ohio	$559K	-$9.44K	1	0.04%	Reduced
779	Tower Research Capital (TRC) New York	$559K	+$242K	7	0.07%	Increased
780	Cetera Advisor Networks El Segundo, California	$556K	-$34.4K	1	0.04%	Reduced
781	MC Moors & Cabot Boston, Massachusetts	$553K	-$8.82K	1	0.09%	Reduced
782	PVWM Point View Wealth Management Summit, New Jersey	$551K	-$66.1K	1	0.43%	Reduced
783	Heritage Investors Management Corp Bethesda, Maryland	$544K	$0	1	0.04%	Maintained
784	WA WealthTrust Axiom Wayne, Pennsylvania	$544K	$0	3	0.19%	Maintained
785	DCM Dialectic Capital Management Norwalk, Connecticut	$543K	+$526K	1	0.09%	New
786	ANBTV American National Bank & Trust (Virginia) Danville, Virginia	$534K	+$14.9K	1	0.25%	Increased
787	ALPS Advisors Denver, Colorado	$527K	-$183K	1	0%	Reduced
788	JIP Jaffetilchin Investment Partners Tampa, Florida	$527K	+$192K	1	0.16%	Increased
789	WP WealthPLAN Partners Omaha, Nebraska	$526K	+$509K	1	0.24%	New
790	FM Foster & Motley Cincinnati, Ohio	$522K	-$20.5K	1	0.11%	Reduced
791	PP Patten & Patten Chattanooga, Tennessee	$522K	-$17.7K	1	0.08%	Reduced
792	FWP FAS Wealth Partners Leawood, Kansas	$513K	-$17.6K	1	0.26%	Reduced
793	1832 Asset Management Toronto, Ontario, Canada	$511K	-$35.2K	3	0%	Reduced
794	HCM Highlander Capital Management Short Hills, New Jersey	$511K	-$322K	2	0.44%	Reduced
795	SIG Schooner Investment Group Wayne, Pennsylvania	$504K	-$1.4M	2	0.18%	Reduced
796	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$503K	-$451K	1	0.13%	Reduced
797	TCOTO Trust Company of the Ozarks Springfield, Missouri	$502K	$0	1	0.13%	Maintained
798	Jones Financial Companies Des Peres, Missouri	$499K	+$992	1	0%	Increased
799	Rathbones Group Liverpool, United Kingdom	$494K	$0	1	0.03%	Maintained
800	Smithfield Trust Pittsburgh, Pennsylvania	$493K	$0	3	0.1%	Maintained