← 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	Brandes Investment Partners La Jolla, California	$547K	$0	1	0.01%	Maintained
777	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$547K	+$453K	1	0.37%	New
778	Obermeyer Wealth Partners Aspen, Colorado	$536K	$0	1	0.05%	Maintained
779	CC Courier Capital Buffalo, New York	$535K	-$7.38K	1	0.12%	Reduced
780	TIAA CREF Trust St Louis, Missouri	$533K	+$29.1K	1	0.01%	Increased
781	Brinker Capital Investments Berwyn, Pennsylvania	$532K	-$74.7K	3	0.02%	Reduced
782	Algert Global San Francisco, California	$530K	+$549K	1	0.25%	New
783	AWCI Alpine Woods Capital Investors Purchase, New York	$530K	$0	1	0.03%	Maintained
784	ALPS Advisors Denver, Colorado	$528K	$0	1	0.01%	Maintained
785	BA Bard Associates Chicago, Illinois	$526K	-$34.2K	1	0.31%	Reduced
786	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$523K	$0	1	1.34%	Maintained
787	LRPA L. Roy Papp & Associates Phoenix, Arizona	$523K	$0	1	0.13%	Maintained
788	SIM Sadoff Investment Management Milwaukee, Wisconsin	$522K	-$86K	1	0.06%	Reduced
789	WAM Weatherly Asset Management Del Mar, California	$520K	$0	1	0.18%	Maintained
790	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$516K	+$11K	1	0.22%	Increased
791	BCM Bayesian Capital Management Brooklyn, New York	$514K	+$467K	2	0.74%	New
792	OMERS Administration Corp Toronto, Ontario, Canada	$510K	-$135K	1	0.01%	Reduced
793	NMC Nine Masts Capital Central, Hong Kong	$506K	$0	1	0.1%	Maintained
794	I2I Insight 2811 Inc Chicago, Illinois	$505K	$0	1	0.24%	Maintained
795	Cetera Investment Advisers Schaumburg, Illinois	$501K	+$508K	2	0.23%	New
796	HC Hourglass Capital Houston, Texas	$500K	$0	1	0.13%	Maintained
797	Wedbush Securities Los Angeles, California	$488K	-$25.5K	2	0.09%	Reduced
798	AFG Albion Financial Group Salt Lake City, Utah	$487K	$0	1	0.08%	Maintained
799	MAM Mizuho Asset Management Tokyo, Japan	$486K	+$79.5K	3	0.1%	Increased
800	PP Patten & Patten Chattanooga, Tennessee	$486K	$0	1	0.07%	Maintained