← 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	NERM New England Research & Management Chicago, Illinois	$611K	+$20.3K	1	0.52%	Increased
777	GC Gruss & Co West Palm Beach, Florida	$609K	-$16.7K	1	0.84%	Reduced
778	Huntington National Bank Columbus, Ohio	$606K	+$65.4K	6	0.01%	Increased
779	Ferguson Wellman Capital Management Portland, Oregon	$605K	$0	2	0.03%	Maintained
780	EIM Essex Investment Management Boston, Massachusetts	$600K	-$77.3K	1	0.1%	Reduced
781	PP Palladium Partners Norfolk, Virginia	$595K	$0	1	0.05%	Maintained
782	Sigma Planning Corp Ann Arbor, Michigan	$583K	+$545K	2	0.08%	New
783	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$582K	-$631K	3	0%	Reduced
784	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$580K	-$521K	1	0.2%	Reduced
785	MAM Meeder Asset Management Dublin, Ohio	$577K	-$167K	1	0.05%	Reduced
786	Mizuho Securities USA New York	$577K	-$446K	1	0.13%	Reduced
787	Obermeyer Wealth Partners Aspen, Colorado	$574K	+$7.08K	1	0.05%	Increased
788	Brinker Capital Berwyn, Pennsylvania	$569K	+$170K	1	0.05%	Increased
789	Geneos Wealth Management Englewood, Colorado	$565K	+$521K	4	0.09%	New
790	SIC Shoker Investment Counsel Oxford, Ohio	$564K	-$87.1K	1	0.53%	Reduced
791	LRPA L. Roy Papp & Associates Phoenix, Arizona	$563K	$0	1	0.13%	Maintained
792	LCP Lombardia Capital Partners Pasadena, California	$557K	+$514K	1	0.03%	New
793	CC Courier Capital Buffalo, New York	$555K	-$10.4K	1	0.12%	Reduced
794	Wedge Capital Management Charlotte, North Carolina	$554K	+$511K	1	0.01%	New
795	MCM Manchester Capital Management Manchester, Vermont	$553K	-$30K	2	0.08%	Reduced
796	WAM Weatherly Asset Management Del Mar, California	$550K	$0	1	0.19%	Maintained
797	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$548K	-$58.8K	3	0.02%	Reduced
798	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$543K	$0	1	0.23%	Maintained
799	Horizon Kinetics New York	$542K	-$133K	1	0.01%	Reduced
800	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$542K	$0	1	0.06%	Maintained