← 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
1126	VanEck Associates New York	$51K	-$23.4K	1	0%	Reduced
1127	GAM Gemmer Asset Management Walnut Creek, California	$50K	-$2.57K	4	0.02%	Reduced
1128	H Hexavest Montreal, Quebec, Canada	$49K	$0	1	0%	Maintained
1129	Balentine LLC Atlanta, Georgia	$46K	$0	1	0%	Maintained
1130	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$45K	-$182K	3	0.01%	Reduced
1131	PCTC Perkins Coie Trust Company Seattle, Washington	$45K	$0	2	0.02%	Maintained
1132	ECM Estabrook Capital Management New York	$44.4K	$0	1	0.01%	Maintained
1133	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$44K	$0	4	0.03%	Maintained
1134	SMG Spectrum Management Group Indianapolis, Indiana	$43K	-$24.1K	2	0.01%	Reduced
1135	MFW Mosaic Family Wealth St. Louis, Missouri	$39K	-$94K	2	0.01%	Reduced
1136	POIA Pin Oak Investment Advisors Houston, Texas	$39K	+$35.7K	3	0.03%	New
1137	Frontier Capital Management Boston, Massachusetts	$38K	+$11.9K	1	0%	Increased
1138	Blackhill Capital Morristown, New Jersey	$37K	$0	1	0.01%	Maintained
1139	AFIA America First Investment Advisors Omaha, Nebraska	$36K	+$33.7K	1	0.01%	New
1140	KA Kaizen Advisory Wheaton, Illinois	$36K	+$34K	3	0.02%	New
1141	JFA JNBA Financial Advisors Bloomington, Minnesota	$35K	$0	2	0.01%	Maintained
1142	Magellan Asset Management Sydney, Australia	$35K	+$8.35K	1	0%	Increased
1143	QAM QCI Asset Management Pittsford, New York	$35K	-$3.21K	2	0%	Reduced
1144	ZB Zions Bancorporation Salt Lake City, Utah	$35K	-$24K	3	0.01%	Reduced
1145	IP Intellectus Partners San Francisco, California	$34K	$0	1	0.01%	Maintained
1146	LCM Liberty Capital Management Birmingham, Michigan	$34K	$0	2	0.02%	Maintained
1147	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$34K	+$33K	1	0%	New
1148	TF Tompkins Financial Ithaca, New York	$34K	-$4K	2	0.01%	Reduced
1149	CFD Creative Financial Designs Kokomo, Indiana	$32K	-$36.9K	2	0.02%	Reduced
1150	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$32K	-$5K	1	0.01%	Reduced