← 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
976	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$230K	+$221K	1	0.04%	New
977	Krilogy Financial St. Louis, Missouri	$229K	$0	1	0.08%	Maintained
978	Wilmington Savings Fund Society Wilmington, Delaware	$227K	-$25.4K	1	0.01%	Reduced
979	Stratos Wealth Partners Beachwood, Ohio	$225K	+$215K	1	0.02%	New
980	YIA YHB Investment Advisors West Hartford, Connecticut	$225K	+$215K	1	0.05%	New
981	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$224K	$0	1	0.03%	Maintained
982	Fiera Capital (Canada) Montreal, Quebec, Canada	$223K	$0	1	0%	Maintained
983	Choate Investment Advisors Boston, Massachusetts	$221K	-$39.5K	1	0.02%	Reduced
984	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$221K	$0	1	0.2%	Maintained
985	SCA Salient Capital Advisors Houston, Texas	$220K	+$211K	1	0%	New
986	Davenport & Co Richmond, Virginia	$219K	-$450K	1	0%	Reduced
987	KS Karpas Strategies Litchfield, Connecticut	$218K	$0	1	0.11%	Maintained
988	MBT Montecito Bank & Trust Santa Barbara, California	$217K	$0	1	0.09%	Maintained
989	PAIA Park Avenue Institutional Advisers New York	$212K	+$606	2	0.18%	Increased
990	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$209K	+$213K	1	0.03%	New
991	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$208K	-$27.5K	1	0.04%	Reduced
992	COI Connable Office Inc Kalamazoo, Michigan	$207K	+$199K	1	0.06%	New
993	CBA Coastal Bridge Advisors Westport, Connecticut	$206K	+$776	1	0.11%	Increased
994	HCM Highlander Capital Management Short Hills, New Jersey	$205K	$0	2	0.19%	Maintained
995	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$204K	+$200K	1	0.07%	New
996	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$203K	+$198K	1	0.03%	New
997	KBI Global Investors Ifsc, Dublin, Ireland	$202K	+$194K	1	0.01%	New
998	IC InterOcean Capital Chicago, Illinois	$201K	+$192K	1	0.05%	New
999	MLM Mount Lucas Management Newtown, Pennsylvania	$200K	+$201K	1	0.03%	New
1000	Rathbones Group Liverpool, United Kingdom	$200K	-$196K	1	0.01%	Reduced