← 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
826	Homrich & Berg Atlanta, Georgia	$446K	-$653K	1	0.05%	Reduced
827	UMA USA Mutuals Advisors Dallas, Texas	$445K	$0	1	0.17%	Maintained
828	Heritage Investors Management Corp Bethesda, Maryland	$444K	-$12.4K	1	0.04%	Reduced
829	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$441K	-$264K	1	0%	Reduced
830	FWP FAS Wealth Partners Leawood, Kansas	$440K	-$43.7K	1	0.25%	Reduced
831	Waverly Advisors Birmingham, Alabama	$439K	-$7.4K	2	0.18%	Reduced
832	PP Patten & Patten Chattanooga, Tennessee	$436K	$0	1	0.07%	Maintained
833	HCMNY Howard Capital Management (New York) New York	$434K	+$417K	1	0.09%	New
834	SouthState Corp Winter Haven, Florida	$431K	+$22.5K	1	0.07%	Increased
835	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$428K	+$108K	5	0.11%	Increased
836	MCM Murphy Capital Management Bedminster, New Jersey	$424K	$0	1	0.07%	Maintained
837	WAM Weatherly Asset Management Del Mar, California	$422K	+$442K	1	0.18%	New
838	DCM DAFNA Capital Management Los Angeles, California	$417K	$0	1	0.4%	Maintained
839	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$417K	$0	1	0.06%	Maintained
840	CIM CenturyLink Investment Management Denver, Colorado	$416K	-$1.73K	1	0.13%	Reduced
841	AAM Azzad Asset Management Falls Church, Virginia	$416K	-$797	1	0.25%	Reduced
842	IFS Ifrah Financial Services Little Rock, Arkansas	$415K	-$1.9K	1	0.16%	Reduced
843	QIM Quantitative Investment Management Charlottesville, Virginia	$415K	-$254K	1	0.07%	Reduced
844	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$412K	+$414K	3	0.2%	New
845	WSC Wellington Shields & Co New York	$409K	-$5.22K	2	0.26%	Reduced
846	WA WFG Advisors Dallas, Texas	$407K	+$44.3K	5	0.08%	Increased
847	RIA Regal Investment Advisors Kentwood, Michigan	$406K	+$211K	3	0.14%	Increased
848	VNA VNBTrust National Association Charlottesville, Virginia	$403K	-$62.2K	1	0.2%	Reduced
849	RHBC R.H. Bluestein & Co Birmingham, Michigan	$402K	$0	1	0.02%	Maintained
850	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$398K	+$14.8K	1	0.3%	Increased