← 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	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$223K	-$11.9K	1	0.03%	Reduced
977	GTP Global Thematic Partners New York	$221K	-$32K	1	0.01%	Reduced
978	Dai-ichi Life Insurance Company Tokyo, Japan	$219K	-$502K	1	0%	Reduced
979	HM Payson & Co Portland, Maine	$218K	$0	1	0.01%	Maintained
980	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$217K	+$199K	1	0.19%	New
981	CBU CIBC Bank USA Chicago, Illinois	$215K	-$1.05K	1	0.03%	Reduced
982	IRF IBM Retirement Fund Armonk, New York	$215K	+$43.8K	1	0.04%	Increased
983	Tokio Marine Asset Management Tokyo, Japan	$213K	-$231K	1	0.03%	Reduced
984	SBA Seven Bridges Advisors New York	$211K	+$211K	1	0.19%	New
985	VFA Voya Financial Advisors Windsor, Connecticut	$208K	-$5.93K	1	0.01%	Reduced
986	MCP Mirador Capital Partners Pleasanton, California	$207K	-$168K	1	0.13%	Reduced
987	SSB Sandy Spring Bank Olney, Maryland	$207K	-$52.8K	5	0.02%	Reduced
988	Chilton Capital Management Houston, Texas	$206K	$0	1	0.02%	Maintained
989	P Pitcairn Conshohocken, Pennsylvania	$205K	-$509K	1	0.02%	Reduced
990	UMB Bank Kansas City, Missouri	$205K	+$210K	1	0.01%	New
991	NFP Narus Financial Partners Salt Lake City, Utah	$204K	-$6.63K	1	0.19%	Reduced
992	Lincoln National Corp Radnor, Pennsylvania	$202K	$0	1	0.01%	Maintained
993	PTC Petrus Trust Company Dallas, Texas	$202K	+$206K	1	0.05%	New
994	FWM FFT Wealth Management Philadelphia, Pennsylvania	$201K	+$20.6K	1	0.06%	Increased
995	MCM McRae Capital Management Morristown, New Jersey	$201K	-$23K	1	0.08%	Reduced
996	Arax Advisory Partners Denver, Colorado	$198K	+$39.9K	2	0.09%	Increased
997	DSC Duncker Streett & Co St. Louis, Missouri	$198K	$0	4	0.06%	Maintained
998	TI Turner Investments Berwyn, Pennsylvania	$195K	-$1.85M	1	0.13%	Reduced
999	MMG Monetary Management Group St Louis, Missouri	$186K	-$5.15K	3	0.08%	Reduced
1000	Krilogy Financial St. Louis, Missouri	$185K	+$14.3K	1	0.05%	Increased