← 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	FC Ferris Capital Marlborough, Massachusetts	$979K	$0	3	0.41%	Maintained
802	Cetera Advisor Networks El Segundo, California	$972K	-$55.2K	2	0.05%	Reduced
803	RHBC R.H. Bluestein & Co Birmingham, Michigan	$972K	+$409K	3	0.05%	Increased
804	ECM Everence Capital Management Goshen, Indiana	$962K	$0	3	0.2%	Maintained
805	CHC City Holding Co Charleston, West Virginia	$958K	-$2.42K	2	0.3%	Reduced
806	CCM Compass Capital Management Minneapolis, Minnesota	$956K	-$298K	2	0.14%	Reduced
807	SM Sciencast Management Princeton, New Jersey	$931K	+$409K	2	0.86%	Increased
808	Conning Inc Hartford, Connecticut	$929K	-$28.9K	3	0.03%	Reduced
809	Burney Company Reston, Virginia	$926K	+$664K	2	0.05%	Increased
810	Hotchkis & Wiley Capital Management Los Angeles, California	$911K	+$172K	1	0%	Increased
811	KCP KDI Capital Partners Raleigh, North Carolina	$907K	-$4.24M	1	0.29%	Reduced
812	LRPA L. Roy Papp & Associates Phoenix, Arizona	$906K	-$221K	1	0.17%	Reduced
813	BAS Brown Advisory Securities Baltimore, Maryland	$904K	+$59.8K	2	0.16%	Increased
814	Ruffer LLP London, United Kingdom	$903K	$0	1	0.03%	Maintained
815	CM Crestline Management Fort Worth, Texas	$900K	+$937K	1	0.09%	New
816	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$890K	+$24.1K	1	0.09%	Increased
817	Banque Pictet & Cie Geneva 73, Switzerland	$886K	-$112K	1	0.02%	Reduced
818	AT Arden Trust Wilmington, Delaware	$883K	-$16.3K	2	0.14%	Reduced
819	SFM Signet Financial Management Parsippany, New Jersey	$878K	+$639	4	0.15%	Increased
820	CAM Cubic Asset Management Boston, Massachusetts	$877K	$0	1	0.25%	Maintained
821	SWM SeaCrest Wealth Management Purchase, New York	$877K	+$22.5K	10	0.16%	Increased
822	Independent Advisor Alliance Charlotte, North Carolina	$870K	+$13.3K	1	0.18%	Increased
823	AP Advisors Preferred Rockville, Maryland	$867K	-$818K	2	0.39%	Reduced
824	ANRIA American National Registered Investment Advisor Galveston, Texas	$849K	$0	2	0.41%	Maintained
825	CTA Colonial Trust Advisors Spartanburg, South Carolina	$849K	-$67K	1	0.17%	Reduced