← 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
401	PAM Princeton Alpha Management Princeton Junction, New Jersey	$4.74M	+$4.58M	4	0.81%	Increased
402	OA Oak Associates Akron, Ohio	$4.67M	+$110K	2	0.56%	Increased
403	WSCM Wellington Shields Capital Management New York	$4.62M	-$977K	1	0.78%	Reduced
404	Dana Investment Advisors Waukesha, Wisconsin	$4.56M	-$4.44M	1	0.22%	Reduced
405	CWM Concert Wealth Management San Jose, California	$4.56M	+$6.79K	3	0.61%	Increased
406	CC Curian Capital Denver, Colorado	$4.55M	-$8.6M	2	0.34%	Reduced
407	PVH Psagot Value Holdings Tel Aviv, Israel	$4.55M	+$4.78M	1	0.16%	New
408	Wasatch Advisors Salt Lake City, Utah	$4.55M	-$94.5K	1	0.06%	Reduced
409	Oppenheimer & Co New York	$4.52M	+$373K	5	0.13%	Increased
410	OppenheimerFunds New York	$4.5M	+$4.53M	4	0.01%	New
411	BAC Boys Arnold & Co Asheville, North Carolina	$4.46M	+$2.11M	1	0.49%	Increased
412	B BP London, United Kingdom	$4.42M	$0	2	0.18%	Maintained
413	First National Bank of Omaha Omaha, Nebraska	$4.42M	+$4.01M	1	0.31%	Increased
414	Waverton Investment Management London, United Kingdom	$4.34M	$0	1	0.33%	Maintained
415	VHAM Van Hulzen Asset Management El Dorado Hills, California	$4.3M	-$57.8K	1	2.68%	Reduced
416	SAM Securian Asset Management St Paul, Minnesota	$4.23M	-$34.8K	5	0.13%	Reduced
417	ACB Aristotle Capital Boston Boston, Massachusetts	$4.22M	+$659K	1	0.86%	Increased
418	Everett Harris & Co Los Angeles, California	$4.19M	$0	1	0.15%	Maintained
419	MA Marshwinds Advisory St Simons Island, Georgia	$4.14M	-$20K	3	2.16%	Reduced
420	Brown Brothers Harriman & Co New York	$4.14M	+$13.4K	5	0.02%	Increased
421	HVIA Hudson Valley Investment Advisors Goshen, New York	$4.13M	-$429K	2	1.29%	Reduced
422	Glenmede Trust Philadelphia, Pennsylvania	$4.12M	+$2.97M	7	0.03%	Increased
423	Fuller & Thaler Asset Management San Mateo, California	$4.11M	+$3.98M	4	0.09%	Increased
424	Whittier Trust South Pasadena, California	$4.1M	+$81.3K	5	0.19%	Increased
425	MassMutual Private Wealth & Trust Windsor, Connecticut	$4.09M	+$2.66M	3	0.59%	Increased