← 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	WesBanco Bank Wheeling, West Virginia	$2.65M	+$1.08M	2	0.15%	Increased
552	ARTA A.R.T. Advisors New York	$2.62M	+$989K	1	0.16%	Increased
553	FM Foster & Motley Cincinnati, Ohio	$2.62M	-$123K	2	0.5%	Reduced
554	GIA Gargoyle Investment Advisor Englewood, New Jersey	$2.61M	+$2.53M	1	1.02%	New
555	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$2.61M	+$155K	2	1.54%	Increased
556	PPCM Pillar Pacific Capital Management Pacifica, California	$2.61M	+$2.33M	2	0.4%	Increased
557	Moore Capital Management New York	$2.6M	-$4.85M	1	0.08%	Reduced
558	NRCM Northern Right Capital Management Darien, Connecticut	$2.6M	$0	1	2.65%	Maintained
559	FIM Freedom Investment Management Hartford, Connecticut	$2.6M	-$141K	5	0.16%	Reduced
560	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$2.59M	+$153K	2	0.18%	Increased
561	IHL Investment House LLC Redondo Beach, California	$2.57M	-$349K	1	0.39%	Reduced
562	CG Cutler Group San Francisco, California	$2.56M	-$1.76M	10	0.09%	Reduced
563	Mariner Overland Park, Kansas	$2.56M	+$283K	3	0.12%	Increased
564	Davenport & Co Richmond, Virginia	$2.55M	+$2.07M	2	0.04%	Increased
565	CCT Country Club Trust Kansas City, Missouri	$2.54M	-$687K	2	0.4%	Reduced
566	Capital International Sarl Los Angeles, California	$2.54M	$0	1	0.23%	Maintained
567	Swiss Life Asset Management Zurich,	$2.54M	+$972K	4	0.09%	Increased
568	CI Cigna Investments Bloomfield, Connecticut	$2.54M	+$2.43M	5	0.28%	New
569	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$2.53M	+$934K	3	0.33%	Increased
570	Jefferies Group New York	$2.52M	-$17.1M	5	0.01%	Reduced
571	MUFG Americas New York	$2.52M	+$1.05M	7	0.08%	Increased
572	Sageworth Trust Lancaster, Pennsylvania	$2.51M	+$2.37M	1	0.55%	New
573	Raymond James Trust St. Petersburg, Florida	$2.51M	+$508K	3	0.2%	Increased
574	LIM Leavell Investment Management Mobile, Alabama	$2.5M	+$16.1K	4	0.34%	Increased
575	Livforsakringsbolaget Skandia Stockholm, Sweden	$2.47M	-$655K	3	0.13%	Reduced