← 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
1251	CCG Chatham Capital Group Savannah, Georgia	$273K	$0	1	0.07%	Maintained
1252	FAG Fortitude Advisory Group Gig Harbor, Washington	$273K	+$3.19K	1	0.26%	Increased
1253	EFG Everhart Financial Group Dublin, Ohio	$272K	+$265K	1	0.15%	New
1254	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$272K	-$171K	4	0.03%	Reduced
1255	LGT Fund Management Vaduz, Liechtenstein	$272K	$0	1	0.13%	Maintained
1256	ALAM Asahi Life Asset Management Tokyo, Japan	$271K	-$98.1K	1	0.08%	Reduced
1257	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$270K	+$27K	1	0.06%	Increased
1258	JWBC John W. Brooker & Co Oakland, California	$270K	$0	1	0.17%	Maintained
1259	VFA Voya Financial Advisors Windsor, Connecticut	$269K	+$14.3K	1	0.03%	Increased
1260	CoreCap Advisors Southfield, Michigan	$268K	-$136K	1	0.02%	Reduced
1261	M Mirova Paris, France	$265K	-$1.69M	1	0.04%	Reduced
1262	Pallas Capital Advisors Braintree, Massachusetts	$264K	-$6.37K	1	0.03%	Reduced
1263	CFGS Concourse Financial Group Securities Birmingham, Alabama	$262K	-$13.5K	9	0.02%	Reduced
1264	MSR Main Street Research Lakeville, Connecticut	$262K	$0	1	0.06%	Maintained
1265	SCM Schnieders Capital Management Pasadena, California	$262K	$0	1	0.07%	Maintained
1266	WMC Westwood Management Corporation Chicago, Illinois	$262K	$0	1	0.03%	Maintained
1267	AIM Anchor Investment Management Columbia, South Carolina	$260K	-$122K	3	0.04%	Reduced
1268	MAM MMA Asset Management Conshohocken, Pennsylvania	$260K	$0	1	0.22%	Maintained
1269	MC Moors & Cabot Boston, Massachusetts	$257K	-$8.88K	1	0.02%	Reduced
1270	DP DDD Partners Bellevue, Washington	$254K	$0	1	0.05%	Maintained
1271	Wedbush Securities Los Angeles, California	$253K	-$4.36K	1	0.01%	Reduced
1272	AO Advisor OS Chicago, Illinois	$251K	-$88.1K	1	0.08%	Reduced
1273	EA Ellsworth Advisors Hudson, Ohio	$249K	+$30K	1	0.11%	Increased
1274	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$249K	-$257K	1	0.02%	Reduced
1275	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$248K	$0	1	0.01%	Maintained