← 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	IC Inverness Counsel New York	$1.63M	+$691K	1	0.07%	Increased
802	DCM Decatur Capital Management Decatur, Georgia	$1.61M	+$161K	1	0.94%	Increased
803	HBK Sorce Advisory Erie, Pennsylvania	$1.61M	+$82.9K	1	0.09%	Increased
804	MFS Mirabella Financial Services London, United Kingdom	$1.59M	-$2.53M	3	0.18%	Reduced
805	PCOC Power Corp of Canada Montreal, Quebec, Canada	$1.58M	+$1.58M	1	0.13%	New
806	RIM Redwood Investment Management Scottsdale, Arizona	$1.58M	-$127K	2	0.24%	Reduced
807	SCA Sippican Capital Advisors Boston, Massachusetts	$1.58M	+$642K	1	1.31%	Increased
808	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.57M	+$43.5K	1	0.66%	Increased
809	RTW Investments New York	$1.56M	$0	1	0.03%	Maintained
810	PGIM Pacific Global Investment Management Glendale, California	$1.55M	-$8.64K	3	0.3%	Reduced
811	ESCM Echo Street Capital Management New York	$1.53M	+$663K	3	0.01%	Increased
812	FLI Family Legacy Inc Greenville, South Carolina	$1.52M	+$17.8K	2	0.64%	Increased
813	LWMM Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$1.52M	+$3.13K	1	0.79%	Increased
814	People's United Financial Bridgeport, Connecticut	$1.5M	+$901	4	0.04%	Increased
815	AAM Auxier Asset Management Aurora, Oregon	$1.5M	$0	3	0.24%	Maintained
816	KIC Kensington Investment Counsel Long Beach, California	$1.5M	-$165K	1	0.99%	Reduced
817	IWA Inspirion Wealth Advisors Libertyville, Illinois	$1.49M	$0	1	0.3%	Maintained
818	OSIA O'Shares Investment Advisers Boston, Massachusetts	$1.49M	+$80.6K	2	0.12%	Increased
819	Laird Norton Wetherby Wealth Management San Francisco, California	$1.48M	+$93.6K	4	0.08%	Increased
820	APIM Agate Pass Investment Management Bainbridge Island, Washington	$1.47M	+$71.3K	2	0.92%	Increased
821	MNBTD Moody National Bank Trust Division Galveston, Texas	$1.47M	-$148K	2	0.05%	Reduced
822	Wolverine Trading Chicago, Illinois	$1.47M	-$1.76M	5	0%	Reduced
823	JWBC J.W. Burns & Co Dewitt, New York	$1.47M	-$11K	4	0.23%	Reduced
824	MGO One Seven Beachwood, Ohio	$1.46M	-$23.5K	3	0.16%	Reduced
825	AIM Aigen Investment Management New York	$1.45M	+$628K	3	0.25%	Increased