← 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	Brown Brothers Harriman & Co New York	$845K	+$392K	7	0.01%	Increased
852	I INVST Indianapolis, Indiana	$833K	+$419K	3	0.25%	Increased
853	BCM Beryl Capital Management Redondo Beach, California	$822K	+$853K	1	0.16%	New
854	FPCM Financial Partners Capital Management New York	$820K	-$20.9K	1	0.24%	Reduced
855	Prudential plc London, England, United Kingdom	$819K	-$59.3K	2	0%	Reduced
856	NFG Nations Financial Group Cedar Rapids, Iowa	$817K	+$459K	2	0.29%	Increased
857	Johnson Investment Counsel Cincinnati, Ohio	$812K	+$64K	3	0.02%	Increased
858	Clifford Swan Investment Counsel Pasadena, California	$805K	+$3.77K	2	0.04%	Increased
859	WI Wintrust Investments Chicago, Illinois	$805K	$0	1	0.11%	Maintained
860	CS Comerica Securities Detroit, Michigan	$803K	-$48.8K	2	0.08%	Reduced
861	QT Quantamental Technologies White Plains, New York	$802K	+$740K	2	0.54%	New
862	TD Private Client Wealth New York	$801K	+$62K	6	0.05%	Increased
863	FC FORA Capital Miami, Florida	$794K	-$709K	6	0.27%	Reduced
864	Algert Global San Francisco, California	$790K	+$653K	2	0.27%	New
865	Avantax Planning Partners Dubuque, Iowa	$790K	-$17.9K	3	0.04%	Reduced
866	Dana Investment Advisors Waukesha, Wisconsin	$787K	-$63.8K	2	0.04%	Reduced
867	Laurion Capital Management New York	$786K	-$876K	1	0.01%	Reduced
868	Farmers & Merchants Investments Inc Lincoln, Nebraska	$785K	+$46.9K	5	0.05%	Increased
869	FIM Fernwood Investment Management Quincy, Massachusetts	$783K	+$5K	1	0.39%	Increased
870	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$772K	+$166K	1	0.15%	Increased
871	Fiduciary Trust Boston, Massachusetts	$771K	+$193K	3	0.02%	Increased
872	AAM Arabesque Asset Management London, United Kingdom	$761K	+$787K	1	0.52%	New
873	Synovus Financial Columbus, Georgia	$761K	-$288K	5	0.01%	Reduced
874	Altshuler Shaham Tel Aviv, Israel	$753K	-$304K	6	0.02%	Reduced
875	MCM Mitchell Capital Management Leawood, Kansas	$752K	+$713K	1	0.24%	New