← 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
1051	KPF K2 Principal Fund Toronto, Ontario, Canada	$108K	+$106K	1	0.01%	New
1052	BAM Barrett Asset Management New York	$102K	$0	2	0.01%	Maintained
1053	DCM Dupont Capital Management Wilmington, Delaware	$99K	-$4.26M	1	0%	Reduced
1054	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$98K	-$448	2	0.05%	Reduced
1055	SIM Sonora Investment Management Tucson, Arizona	$95.1K	$0	3	0.02%	Maintained
1056	Perigon Wealth Management San Francisco, California	$95K	+$28.1K	3	0.02%	Increased
1057	H Hexavest Montreal, Quebec, Canada	$90K	-$23.1M	1	0%	Reduced
1058	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$87K	$0	1	0.03%	Maintained
1059	ClearBridge Investments New York	$85K	-$12.7K	1	0%	Reduced
1060	TCM Tradewinds Capital Management Bellingham, Washington	$85K	+$27.3K	5	0.06%	Increased
1061	Salem Investment Counselors Winston Salem, North Carolina	$84.1K	+$83.5K	3	0.01%	New
1062	VCM Versant Capital Management Phoenix, Arizona	$83K	-$3K	6	0.05%	Reduced
1063	CFA Carroll Financial Associates Charlotte, North Carolina	$81K	-$11.8K	3	0.01%	Reduced
1064	LAM Lebenthal Asset Management New York	$81K	-$159K	3	0.01%	Reduced
1065	Edmond de Rothschild Holding Chambesy, Switzerland	$80K	+$51.7K	2	0%	Increased
1066	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$80K	+$51.7K	2	0.02%	Increased
1067	FIB First Interstate Bank Billings, Montana	$72K	+$19.4K	2	0.01%	Increased
1068	HFM Hartford Financial Management Hartford, Connecticut	$72K	$0	2	0.04%	Maintained
1069	KT Kanaly Trust Houston, Texas	$72K	+$8.38K	3	0.02%	Increased
1070	DIA Davidson Investment Advisors Great Falls, Montana	$70K	+$13.9K	1	0.01%	Increased
1071	MRCM M&R Capital Management Summit, New Jersey	$69K	$0	1	0.02%	Maintained
1072	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$68K	$0	2	0.04%	Maintained
1073	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$65K	+$71.7K	1	0.01%	New
1074	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$61K	$0	1	0.03%	Maintained
1075	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$61K	+$2.06K	3	0.1%	Increased