← 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
1401	NR Newfound Research Wellesley Hills, Massachusetts	$124K	+$123K	1	0.16%	New
1402	GAM Gemmer Asset Management Walnut Creek, California	$122K	+$3.15K	6	0.02%	Increased
1403	HCA Harbor Capital Advisors Chicago, Illinois	$122K	+$158K	1	0.06%	New
1404	Old Mission Capital Chicago, Illinois	$119K	-$2.92M	1	0%	Reduced
1405	AWA Aaron Wealth Advisors Chicago, Illinois	$119K	+$119K	2	0.03%	New
1406	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$116K	+$113K	2	0.05%	New
1407	SCA Sandy Cove Advisors Hingham, Massachusetts	$116K	+$10.1K	3	0.1%	Increased
1408	Brown Brothers Harriman & Co New York	$114K	-$3.68K	5	0%	Reduced
1409	SC Schubert & Co Mckinney, Texas	$114K	+$4.24K	10	0.13%	Increased
1410	Salem Investment Counselors Winston Salem, North Carolina	$112K	-$30.8K	5	0%	Reduced
1411	WSCM Wellington Shields Capital Management New York	$112K	-$409K	1	0.01%	Reduced
1412	TF Tompkins Financial Ithaca, New York	$111K	+$98.3K	3	0.02%	Increased
1413	Edmond de Rothschild Holding Chambesy, Switzerland	$107K	$0	2	0%	Maintained
1414	Giverny Capital Montreal, Quebec, Canada	$106K	$0	1	0.01%	Maintained
1415	EAM Exos Asset Management New York	$105K	-$63.4K	1	0.05%	Reduced
1416	Harvest Fund Management Beijing, China	$105K	-$241K	2	0.02%	Reduced
1417	TD Ameritrade Investment Management Omaha, Nebraska	$105K	+$4.14K	3	0%	Increased
1418	Capital Analysts LLC Fort Washington, Pennsylvania	$104K	+$2.55K	3	0.01%	Increased
1419	AIP Ahrens Investment Partners Lafayette, Louisiana	$102K	+$10.4K	2	0.03%	Increased
1420	CJL Cyrus J. Lawrence New York	$102K	+$101K	2	0.02%	New
1421	FA Fortis Advisors Wayne, Pennsylvania	$101K	$0	1	0.06%	Maintained
1422	ODG O'Dell Group Cincinnati, Ohio	$99K	+$6.97K	2	0.03%	Increased
1423	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$97K	+$21.6K	1	0%	Increased
1424	BC Burleson & Co Petaluma, California	$96K	+$68	3	0.02%	Increased
1425	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$94K	$0	1	0.05%	Maintained