← 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
376	Ferguson Wellman Capital Management Portland, Oregon	$6.86M	-$256K	1	0.25%	Reduced
377	CA Continental Advisors Park City, Utah	$6.85M	+$3.49M	1	1.57%	Increased
378	Braun Stacey Associates New York	$6.84M	-$5.45M	1	0.47%	Reduced
379	CCM Cadence Capital Management Boston, Massachusetts	$6.8M	-$759K	5	0.42%	Reduced
380	ICM Ionic Capital Management New York	$6.73M	+$2.54M	2	0.27%	Increased
381	AFS Amtrust Financial Services New York	$6.7M	+$579K	1	3.57%	Increased
382	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$6.67M	-$1.43M	3	0.41%	Reduced
383	Bank of Nova Scotia Toronto, Ontario, Canada	$6.61M	-$1.51M	3	0.04%	Reduced
384	CIBC Asset Management Toronto, Ontario, Canada	$6.59M	+$595K	6	0.04%	Increased
385	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$6.46M	-$325K	2	2.52%	Reduced
386	CIBC World Market Toronto, Ontario, Canada	$6.43M	-$3.49M	3	0.03%	Reduced
387	Vident Investment Advisory Alpharetta, Georgia	$6.43M	-$53.7K	3	0.35%	Reduced
388	TIA Tandem Investment Advisors Charleston, South Carolina	$6.34M	-$1.87M	1	2.38%	Reduced
389	ExxonMobil Investment Management Irving, Texas	$6.22M	+$1.81M	3	0.16%	Increased
390	WCF West Coast Financial Santa Barbara, California	$6.2M	+$148K	1	1.68%	Increased
391	Shelton Capital Management Denver, Colorado	$6.13M	-$1.49M	3	0.41%	Reduced
392	IFP Advisors Tampa, Florida	$6.1M	-$21.2K	11	0.24%	Reduced
393	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$6.04M	-$2.66M	5	0.33%	Reduced
394	Fuller & Thaler Asset Management San Mateo, California	$5.91M	-$1.05M	2	0.07%	Reduced
395	Brandes Investment Partners La Jolla, California	$5.83M	+$1.07M	1	0.12%	Increased
396	CAM Cortina Asset Management Milwaukee, Wisconsin	$5.79M	+$1.32M	1	0.24%	Increased
397	HVIA Hudson Valley Investment Advisors Goshen, New York	$5.78M	-$61.2K	1	1.5%	Reduced
398	Oppenheimer Asset Management New York	$5.74M	+$273K	4	0.15%	Increased
399	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$5.7M	+$127K	1	2.71%	Increased
400	CNB Camden National Bank Camden, Maine	$5.68M	+$348K	1	1.68%	Increased