← 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
501	GIA GHP Investment Advisors Denver, Colorado	$2.53M	+$149K	2	0.66%	Increased
502	Amalgamated Bank New York	$2.52M	+$277K	4	0.31%	Increased
503	BG Bollard Group Boston, Massachusetts	$2.5M	+$216K	1	0.19%	Increased
504	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$2.46M	-$289K	1	0.17%	Reduced
505	CIA Capital Impact Advisors Boston, Massachusetts	$2.4M	+$2.26M	1	1.09%	New
506	LBC Lowe Brockenbrough & Co Richmond, Virginia	$2.36M	-$24.4K	2	0.37%	Reduced
507	Eagle Global Advisors Houston, Texas	$2.35M	-$174K	1	0.06%	Reduced
508	PCM Portolan Capital Management Boston, Massachusetts	$2.35M	-$77K	1	0.43%	Reduced
509	FBP Flippin Bruce & Porter Lynchburg, Virginia	$2.34M	-$75K	1	0.81%	Reduced
510	SM Sabby Management Miami Beach, Florida	$2.32M	-$920K	1	0.1%	Reduced
511	QCMC Quantum Capital Management (California) San Francisco, California	$2.31M	+$598K	1	0.5%	Increased
512	DCM Dynamic Capital Management St. Helier, Jersey	$2.26M	+$2.19M	1	0.81%	New
513	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$2.25M	-$88.5K	1	1.74%	Reduced
514	CCM Cadence Capital Management Boston, Massachusetts	$2.22M	+$87.2K	1	0.14%	Increased
515	Old National Bancorp Evansville, Indiana	$2.19M	-$151K	3	0.12%	Reduced
516	Virtu KCG Holdings New York	$2.17M	-$1.42M	4	0.04%	Reduced
517	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$2.16M	-$113K	1	0.45%	Reduced
518	BAS Brown Advisory Securities Baltimore, Maryland	$2.12M	+$331K	1	0.73%	Increased
519	Candriam SCA Strassen, Luxembourg, Luxembourg	$2.11M	+$65K	2	0.04%	Increased
520	FNB Farmers National Bank Danville, Kentucky	$2.1M	+$35.2K	1	1.59%	Increased
521	PC Passport Capital San Francisco, California	$2.1M	+$4.43M	1	0.05%	New
522	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$2.08M	-$109K	1	0.39%	Reduced
523	LAM Lapides Asset Management Greenwich, Connecticut	$2.08M	+$4.39M	1	0.35%	New
524	LI LMCG Investments Boston, Massachusetts	$2.08M	+$167K	1	0.04%	Increased
525	WesBanco Bank Wheeling, West Virginia	$2.06M	+$306K	3	0.11%	Increased