← 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
851	CIBC World Market Toronto, Ontario, Canada	$316K	+$27.1K	1	0%	Increased
852	FWM Frontier Wealth Management Kansas City, Missouri	$312K	-$19.3K	1	0.05%	Reduced
853	Intact Investment Management Montreal, Quebec, Canada	$312K	$0	1	0.01%	Maintained
854	SCP Sandhill Capital Partners Buffalo, New York	$311K	$0	1	0.1%	Maintained
855	Westwood Holdings Group Dallas, Texas	$311K	$0	1	0%	Maintained
856	Aristotle Capital Management Los Angeles, California	$308K	$0	1	0%	Maintained
857	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$308K	+$103K	3	0.07%	Increased
858	PRC Platte River Capital Denver, Colorado	$305K	-$187K	1	0.28%	Reduced
859	AA Apriem Advisors Irvine, California	$303K	-$5K	2	0.11%	Reduced
860	NAM NorthCoast Asset Management Greenwich, Connecticut	$303K	+$328K	1	0.02%	New
861	SNT Security National Trust Wheeling, West Virginia	$302K	$0	2	0.12%	Maintained
862	DI Diligent Investors Redlands, California	$298K	$0	1	0.32%	Maintained
863	Fuller & Thaler Asset Management San Mateo, California	$298K	+$74.2K	2	0.01%	Increased
864	Homrich & Berg Atlanta, Georgia	$298K	+$436	1	0.03%	Increased
865	AWA ARS Wealth Advisors St. Petersburg, Florida	$297K	$0	1	0.15%	Maintained
866	SGH Schonfeld Group Holdings Jericho, New York	$294K	+$28.9K	1	0.15%	Increased
867	CAM Cacti Asset Management Atlanta, Georgia	$293K	$0	1	0.03%	Maintained
868	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$289K	$0	1	0.09%	Maintained
869	VNA VNBTrust National Association Charlottesville, Virginia	$288K	$0	1	0.16%	Maintained
870	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$287K	-$4.89K	2	0.01%	Reduced
871	Wilmington Savings Fund Society Wilmington, Delaware	$287K	-$28K	1	0.02%	Reduced
872	Twin Tree Management Dallas, Texas	$285K	-$2.16M	2	0.01%	Reduced
873	SCA Stonebridge Capital Advisors St Paul, Minnesota	$284K	$0	1	0.11%	Maintained
874	Becker Capital Management Portland, Oregon	$283K	$0	1	0.01%	Maintained
875	First National Bank of Omaha Omaha, Nebraska	$283K	-$712K	1	0.02%	Reduced