← 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
1076	RWA River Wealth Advisors Camp Hill, Pennsylvania	$273K	+$72K	1	0.07%	Increased
1077	SCM Stevens Capital Management Radnor, Pennsylvania	$273K	+$280K	1	0.1%	New
1078	HighPoint Advisor Group Downers Grove, Illinois	$272K	+$18.1K	1	0.05%	Increased
1079	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$271K	-$41.2K	1	0.03%	Reduced
1080	Prudential plc London, England, United Kingdom	$271K	-$562K	1	0%	Reduced
1081	SCM Schnieders Capital Management Pasadena, California	$271K	$0	1	0.1%	Maintained
1082	DP Dearborn Partners Chicago, Illinois	$267K	$0	1	0.01%	Maintained
1083	XM XTX Markets New York	$267K	-$2.65K	1	1.28%	Reduced
1084	Burgundy Asset Management Toronto, Ontario, Canada	$266K	$0	1	0%	Maintained
1085	First Citizens Bank & Trust Raleigh, North Carolina	$266K	-$59.9K	1	0.02%	Reduced
1086	CPSC Carl P. Sherr & Co Worcester, Massachusetts	$265K	+$6.41K	1	0.24%	Increased
1087	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$265K	+$12.2K	4	0%	Increased
1088	Avior Wealth Management Omaha, Nebraska	$264K	+$13.4K	4	0.04%	Increased
1089	CAN Claraphi Advisory Network Aliso Viejo, United States	$263K	-$149K	1	0.1%	Reduced
1090	Heritage Investors Management Corp Bethesda, Maryland	$263K	-$97K	1	0.01%	Reduced
1091	NL NKCFO LLC Geneva, Illinois	$263K	+$263K	1	0.11%	New
1092	PCG Private Capital Group West Hartford, Connecticut	$262K	-$72.7K	6	0.06%	Reduced
1093	AA Aufman Associates Sewickley, Pennsylvania	$258K	+$150K	1	0.28%	New
1094	TCOV Trust Company of Vermont Brattleboro, Vermont	$258K	+$36.6K	4	0.02%	Increased
1095	WC Woodstock Corp Boston, Massachusetts	$258K	$0	1	0.04%	Maintained
1096	Williams Jones Wealth Management New York	$257K	+$276K	1	0%	New
1097	HC HNP Capital Rochester, New York	$255K	+$259K	1	0.09%	New
1098	Chicago Partners Investment Group Chicago, Illinois	$254K	+$2.2K	1	0.03%	Increased
1099	HM Payson & Co Portland, Maine	$254K	+$136K	4	0.01%	Increased
1100	Phoenix Financial Givatayim, Israel	$254K	-$278K	1	0.01%	Reduced