← 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	Carnegie Investment Counsel Pepper Pike, Ohio	$561K	+$20.3K	1	0.08%	Increased
802	SIC Shoker Investment Counsel Oxford, Ohio	$555K	-$46.9K	1	0.49%	Reduced
803	AFG Albion Financial Group Salt Lake City, Utah	$553K	$0	1	0.1%	Maintained
804	CCA Checchi Capital Advisers Beverly Hills, California	$549K	+$2.37K	6	0.06%	Increased
805	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$547K	-$74.5K	3	0%	Reduced
806	GJIC Gamble Jones Investment Counsel Pasadena, California	$546K	$0	1	0.06%	Maintained
807	HC Hourglass Capital Houston, Texas	$543K	-$22.9K	1	0.13%	Reduced
808	Twin Tree Management Dallas, Texas	$543K	-$116K	1	0.01%	Reduced
809	NC NewSquare Capital Newtown Square, Pennsylvania	$541K	$0	1	0.13%	Maintained
810	Cetera Investment Advisers Schaumburg, Illinois	$539K	-$17.5K	2	0.21%	Reduced
811	CCP Clarkston Capital Partners Rochester, Michigan	$538K	$0	1	0.03%	Maintained
812	IIM Ironwood Investment Management Boston, Massachusetts	$538K	+$226K	2	0.4%	Increased
813	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$536K	+$518K	2	0.03%	New
814	WP WealthSource Partners San Luis Obispo, California	$533K	+$43.6K	1	0.2%	Increased
815	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$532K	-$8.79K	5	0.31%	Reduced
816	KL KWMG LLC Overland Park, Kansas	$531K	+$59.6K	1	0.29%	Increased
817	Geneos Wealth Management Englewood, Colorado	$529K	-$62.7K	3	0.08%	Reduced
818	EIM Essex Investment Management Boston, Massachusetts	$525K	-$6.27K	1	0.09%	Reduced
819	MAM Mizuho Asset Management Tokyo, Japan	$525K	+$224K	3	0.09%	Increased
820	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$522K	-$160	1	0.14%	Reduced
821	WSC Wellington Shields & Co New York	$522K	+$193K	2	0.32%	Increased
822	BAM Bruderman Asset Management Locust Valley, New York	$519K	+$48.9K	3	0.16%	Increased
823	I2I Insight 2811 Inc Chicago, Illinois	$514K	-$41.3K	1	0.2%	Reduced
824	SCM SKBA Capital Management San Francisco, California	$513K	$0	1	0.05%	Maintained
825	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$508K	-$112K	1	0.69%	Reduced