← 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	SWM SeaCrest Wealth Management Purchase, New York	$755K	+$720K	9	0.14%	New
802	CAM Claret Asset Management Montreal, Quebec, Canada	$741K	+$761K	1	0.16%	New
803	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$741K	+$659K	1	0.25%	New
804	LRPA L. Roy Papp & Associates Phoenix, Arizona	$741K	-$38.5K	1	0.15%	Reduced
805	BOH Bank of Hawaii Honolulu, Hawaii	$740K	+$14.5K	2	0.06%	Increased
806	SCM Suffolk Capital Management New York	$738K	+$657K	1	0.1%	New
807	Wasatch Advisors Salt Lake City, Utah	$731K	-$1.61M	1	0.01%	Reduced
808	DCM Dynamic Capital Management St. Helier, Jersey	$727K	-$432K	1	0.25%	Reduced
809	IFP Advisors Tampa, Florida	$722K	-$5.87M	10	0.03%	Reduced
810	Huntington National Bank Columbus, Ohio	$719K	-$5.33K	6	0.01%	Reduced
811	Dynamic Advisor Solutions Phoenix, Arizona	$710K	-$5.12K	1	0.23%	Reduced
812	P Pitcairn Conshohocken, Pennsylvania	$706K	-$2.64K	2	0.07%	Reduced
813	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$699K	-$289K	2	0.12%	Reduced
814	FBFS First Business Financial Services Madison, Wisconsin	$686K	+$136K	1	0.13%	Increased
815	UFM Ursa Fund Management Danville, California	$677K	-$771K	1	0.03%	Reduced
816	GC Gruss & Co West Palm Beach, Florida	$673K	$0	1	0.66%	Maintained
817	Greenleaf Trust Kalamazoo, Michigan	$672K	+$221K	2	0.01%	Increased
818	TIAAOA Teachers Insurance & Annuity Association of America New York	$668K	+$624K	1	0.03%	New
819	WCM Weik Capital Management Wyomissing, Pennsylvania	$665K	-$24.6K	1	0.31%	Reduced
820	BAS Brown Advisory Securities Baltimore, Maryland	$664K	-$597K	1	0.13%	Reduced
821	SFM Signet Financial Management Parsippany, New Jersey	$663K	$0	2	0.12%	Maintained
822	Sigma Planning Corp Ann Arbor, Michigan	$661K	+$81.8K	1	0.05%	Increased
823	CCG Ceeto Capital Group Coral Gables, Florida	$650K	+$554K	1	0.46%	New
824	BPM Bowling Portfolio Management Cincinnati, Ohio	$644K	-$109K	1	0.09%	Reduced
825	Caxton Associates (New York) New York	$636K	+$108K	1	0.03%	Increased