← 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	NP Nilsine Partners Greenwood Village, Colorado	$1.67M	+$14.4K	1	0.18%	Increased
852	KIC Kensington Investment Counsel Long Beach, California	$1.66M	-$7.95K	1	0.69%	Reduced
853	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$1.65M	-$39.7K	1	0.41%	Reduced
854	BOTPPF Board of the Pension Protection Fund Croydon, United Kingdom	$1.65M	+$1.73M	2	1.9%	New
855	PCS Personal CFO Solutions Chester, New Jersey	$1.64M	+$767K	3	0.32%	Increased
856	SA Shilanski & Associates Anchorage, Alaska	$1.63M	-$84.2K	1	0.52%	Reduced
857	Greenleaf Trust Kalamazoo, Michigan	$1.62M	+$5.93K	4	0.01%	Increased
858	HIS Horizon Investment Services Hammond, Indiana	$1.61M	+$1.7M	1	0.68%	New
859	MNBTD Moody National Bank Trust Division Galveston, Texas	$1.61M	+$549K	2	0.17%	Increased
860	Park Avenue Securities New York	$1.61M	+$266K	2	0.02%	Increased
861	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.6M	+$725K	3	0.04%	Increased
862	DF Donoghue Forlines Boston, Massachusetts	$1.59M	-$1.92M	1	0.53%	Reduced
863	Valeo Financial Advisors Carmel, Indiana	$1.59M	+$103K	3	0.04%	Increased
864	RSC Red Spruce Capital Berwyn, Pennsylvania	$1.59M	+$117K	1	0.71%	Increased
865	CIG CCM Investment Group Northfield, Minnesota	$1.58M	+$1.64M	2	0.17%	New
866	Johnson Investment Counsel Cincinnati, Ohio	$1.57M	+$144K	5	0.02%	Increased
867	RCM Radnor Capital Management Wayne, Pennsylvania	$1.56M	$0	2	0.26%	Maintained
868	PCM Prentice Capital Management Greenwich, Connecticut	$1.56M	-$2.82K	1	2.69%	Reduced
869	I InceptionR Lafayette, California	$1.55M	-$488K	2	0.35%	Reduced
870	SCA Sippican Capital Advisors Boston, Massachusetts	$1.55M	-$17.1K	1	1.13%	Reduced
871	Capital Investment Advisors Atlanta, Georgia	$1.54M	-$264K	1	0.03%	Reduced
872	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$1.54M	+$551K	4	0.07%	Increased
873	ALPS Advisors Denver, Colorado	$1.53M	-$24.4M	2	0.01%	Reduced
874	PPWP Premier Path Wealth Partners Madison, New Jersey	$1.52M	+$140K	2	0.23%	Increased
875	DTL Dynamic Technology Lab Singapore	$1.51M	-$2.75M	4	0.24%	Reduced