← 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
1301	JWM Janiczek Wealth Management Denver, Colorado	$189K	+$25.5K	4	0.07%	Increased
1302	Caption Management Oklahoma City, Oklahoma	$188K	-$239K	1	0%	Reduced
1303	Ancora Advisors Cleveland, Ohio	$187K	-$3.69M	4	0%	Reduced
1304	FBT First Bank & Trust Brookings, South Dakota	$186K	+$5.59K	2	0.09%	Increased
1305	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$186K	+$43.9K	1	0.01%	Increased
1306	EI Ellevest Inc New York	$178K	+$19K	8	0.02%	Increased
1307	Pendal Group Sydney, Australia	$176K	-$296K	1	0%	Reduced
1308	FWM Focused Wealth Management Newburgh, New York	$175K	$0	2	0.03%	Maintained
1309	CT Caldwell Trust Venice, Florida	$174K	-$23K	4	0.02%	Reduced
1310	MAM Marquette Asset Management Minneapolis, Minnesota	$166K	$0	1	0.04%	Maintained
1311	CFD Creative Financial Designs Kokomo, Indiana	$165K	+$9.99K	4	0.03%	Increased
1312	AGF Investments Inc Toronto, Ontario, Canada	$163K	-$102K	2	0%	Reduced
1313	ED Exane Derivatives Paris, France	$159K	-$416K	3	0.04%	Reduced
1314	Brown Brothers Harriman & Co New York	$152K	+$34.2K	5	0%	Increased
1315	Allworth Financial Folsom, California	$149K	+$32.5K	4	0%	Increased
1316	Salem Investment Counselors Winston Salem, North Carolina	$147K	+$13.1K	5	0.01%	Increased
1317	TCI Wealth Advisors Tucson, Arizona	$146K	+$12.9K	11	0.02%	Increased
1318	SWA Sutton Wealth Advisors Tampa, Florida	$145K	+$18.7K	7	0.05%	Increased
1319	BIA Bell Investment Advisors Oakland, California	$143K	+$152K	11	0.04%	New
1320	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$141K	$0	1	0.08%	Maintained
1321	GAM Gemmer Asset Management Walnut Creek, California	$134K	+$3.71K	8	0.02%	Increased
1322	CFA Carroll Financial Associates Charlotte, North Carolina	$132K	-$326K	6	0.01%	Reduced
1323	TI Truehand Inc Strafford, New Hampshire	$132K	$0	1	0.08%	Maintained
1324	HCM Highlander Capital Management Short Hills, New Jersey	$131K	-$4K	2	0.07%	Reduced
1325	Edmond de Rothschild Holding Chambesy, Switzerland	$129K	+$20.3K	2	0%	Increased