← 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
801	IndexIQ Advisors New York	$534K	+$80K	1	0.04%	Increased
802	HC Hourglass Capital Houston, Texas	$529K	$0	1	0.14%	Maintained
803	CCA Checchi Capital Advisers Beverly Hills, California	$527K	+$494K	7	0.12%	New
804	Cetera Investment Advisers Schaumburg, Illinois	$522K	-$6.88K	2	0.23%	Reduced
805	AFG Albion Financial Group Salt Lake City, Utah	$516K	$0	1	0.09%	Maintained
806	PP Patten & Patten Chattanooga, Tennessee	$514K	$0	1	0.07%	Maintained
807	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$511K	-$304K	6	0.31%	Reduced
808	CCP Clarkston Capital Partners Rochester, Michigan	$510K	$0	1	0.03%	Maintained
809	FWP FAS Wealth Partners Leawood, Kansas	$510K	+$6.07K	1	0.26%	Increased
810	I2I Insight 2811 Inc Chicago, Illinois	$510K	-$33.3K	1	0.2%	Reduced
811	KL KWMG LLC Overland Park, Kansas	$510K	+$103K	1	0.3%	Increased
812	GJIC Gamble Jones Investment Counsel Pasadena, California	$509K	$0	1	0.06%	Maintained
813	NC NewSquare Capital Newtown Square, Pennsylvania	$505K	$0	1	0.14%	Maintained
814	IB Intrust Bank Wichita, Kansas	$502K	+$483K	1	0.18%	New
815	Smithfield Trust Pittsburgh, Pennsylvania	$498K	-$7.43K	3	0.1%	Reduced
816	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$497K	$0	1	0.07%	Maintained
817	SB Simmons Bank Pine Bluff, Arkansas	$492K	+$460K	1	0.05%	New
818	BA Bard Associates Chicago, Illinois	$490K	-$2.32K	1	0.28%	Reduced
819	SCM SKBA Capital Management San Francisco, California	$487K	-$257K	1	0.05%	Reduced
820	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$485K	-$63.5K	1	1.29%	Reduced
821	Carnegie Investment Counsel Pepper Pike, Ohio	$476K	+$17K	1	0.07%	Increased
822	ECM Everence Capital Management Goshen, Indiana	$474K	$0	1	0.15%	Maintained
823	CC Cadinha & Co Honolulu, Hawaii	$473K	$0	1	0.12%	Maintained
824	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$473K	$0	1	0.13%	Maintained
825	WA WealthTrust Axiom Wayne, Pennsylvania	$472K	-$205K	2	0.19%	Reduced