← 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
551	CC Colrain Capital Boston, Massachusetts	$1.83M	-$1.42M	1	0.15%	Reduced
552	Nippon Life Insurance Tokyo, Japan	$1.82M	+$13.1K	1	0.05%	Increased
553	FBT First Bankers Trust Louisville, Kentucky	$1.81M	+$78.1K	2	0.78%	Increased
554	WRM Westport Resources Management Westport, Connecticut	$1.81M	+$3.2K	4	0.5%	Increased
555	HMS Hanseatic Management Services Albuquerque, New Mexico	$1.79M	-$64.9K	2	0.96%	Reduced
556	AMIM Aull & Monroe Investment Management Mobile, Alabama	$1.79M	-$14.2K	1	1.01%	Reduced
557	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$1.79M	-$80.5K	1	1.65%	Reduced
558	Tokio Marine Asset Management Tokyo, Japan	$1.79M	-$361K	3	0.17%	Reduced
559	TCM Tributary Capital Management Omaha, Nebraska	$1.78M	+$791K	1	0.28%	Increased
560	GAM Griffin Asset Management New York	$1.77M	-$724K	1	0.51%	Reduced
561	Raymond James Financial Services Advisors St. Petersburg, Florida	$1.76M	+$7.06K	2	0.09%	Increased
562	AT Arden Trust Wilmington, Delaware	$1.76M	+$866K	2	0.26%	Increased
563	Norinchukin Bank Tokyo, Japan	$1.75M	+$15.8K	2	0.04%	Increased
564	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$1.75M	+$198K	2	0.15%	Increased
565	RB Rodgers Brothers Harmony, Pennsylvania	$1.74M	-$110K	1	0.85%	Reduced
566	Pinnacle Associates New York	$1.73M	-$245K	2	0.03%	Reduced
567	WPC White Pine Capital Bloomington, Minnesota	$1.73M	-$169K	1	0.7%	Reduced
568	BBI Baxter Bros Inc Riverside, Connecticut	$1.71M	-$84.4K	1	0.62%	Reduced
569	TIA Trust Investment Advisors Indianapolis, Indiana	$1.7M	-$74.4K	1	1.69%	Reduced
570	Private Advisor Group Morristown, New Jersey	$1.69M	-$43.3K	2	0.1%	Reduced
571	CHAM Clear Harbor Asset Management Stamford, Connecticut	$1.68M	+$1.62M	1	0.32%	New
572	HVIA Hudson Valley Investment Advisors Goshen, New York	$1.66M	+$1.28M	2	0.56%	Increased
573	RegentAtlantic Capital Morristown, New Jersey	$1.66M	-$315K	1	0.15%	Reduced
574	AL Airain Ltd St. Peter Port, Guernsey	$1.65M	-$55K	2	0.1%	Reduced
575	BRCM Bright Rock Capital Management Hanover, Massachusetts	$1.65M	-$455K	1	0.62%	Reduced