← 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
901	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$491K	+$406K	1	0.22%	New
902	FHB First Hawaiian Bank Honolulu, Hawaii	$491K	-$267K	5	0.03%	Reduced
903	CCG Ceeto Capital Group Coral Gables, Florida	$489K	$0	1	0.36%	Maintained
904	Cresset Asset Management Chicago, Illinois	$485K	+$93.4K	7	0.02%	Increased
905	SignatureFD Atlanta, Georgia	$485K	+$4.92K	7	0.04%	Increased
906	ANRIA American National Registered Investment Advisor Galveston, Texas	$483K	+$168K	2	0.27%	Increased
907	E. Ohman J:or Asset Management Stockholm, Sweden	$478K	-$571K	1	0.03%	Reduced
908	ALAM Asahi Life Asset Management Tokyo, Japan	$477K	+$451K	1	0.08%	New
909	MIAS Mason Investment Advisory Services Reston, Virginia	$477K	+$394K	1	0.13%	New
910	BLA Balter Liquid Alternatives Boston, Massachusetts	$474K	-$34.6K	2	0.26%	Reduced
911	CC ClearArc Capital Cincinnati, Ohio	$474K	+$181K	2	0.13%	Increased
912	Livforsakringsbolaget Skandia Stockholm, Sweden	$472K	$0	4	0.06%	Maintained
913	VI Versor Investments New York	$472K	-$169K	1	0.04%	Reduced
914	BI Bredin Investment Wilmington, Delaware	$467K	+$203K	2	0.41%	Increased
915	NSIM North Star Investment Management Chicago, Illinois	$467K	-$675K	6	0.05%	Reduced
916	UAS United Asset Strategies Garden City, New York	$466K	+$67.8K	1	0.11%	Increased
917	Geneos Wealth Management Englewood, Colorado	$460K	-$33K	5	0.03%	Reduced
918	HA Harbor Advisors West Palm Beach, Florida	$458K	$0	1	0.15%	Maintained
919	Inspire Investing Meridian, Idaho	$458K	-$34.8K	1	0.21%	Reduced
920	HAM Highstreet Asset Management London, Ontario, Canada	$452K	+$455K	3	0.03%	Increased
921	Fiduciary Trust Boston, Massachusetts	$444K	+$196K	2	0.01%	Increased
922	GCIA Gabelli & Co Investment Advisers Rye, New York	$444K	+$91.7K	1	0.06%	Increased
923	CWM Cornerstone Wealth Management St. Peters, Missouri	$440K	+$394K	2	0.05%	New
924	CDH Charles D. Hyman	$439K	+$408K	1	0.05%	New
925	IRF IBM Retirement Fund Armonk, New York	$434K	+$176K	2	0.09%	Increased