← 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
576	Capital Investment Advisors Atlanta, Georgia	$1.97M	-$47.6K	1	0.18%	Reduced
577	FNB Farmers National Bank Danville, Kentucky	$1.93M	-$152K	1	1.15%	Reduced
578	Anchor Capital Advisors Boston, Massachusetts	$1.93M	+$13.7K	2	0.05%	Increased
579	People's United Financial Bridgeport, Connecticut	$1.92M	+$1.27M	3	0.1%	Increased
580	Quantbot Technologies New York	$1.9M	-$2.79M	5	0.2%	Reduced
581	UONDDL University of Notre Dame du Lac South Bend, Indiana	$1.89M	+$1.94M	1	1.79%	New
582	CCM Chickasaw Capital Management Memphis, Tennessee	$1.89M	-$14.5K	1	0.05%	Reduced
583	SC Saybrook Capital Winston Salem, North Carolina	$1.89M	+$134K	1	1.22%	Increased
584	Advisor Group Phoenix, Arizona	$1.88M	+$1.85M	9	0.05%	New
585	BlueCrest Capital Management St Helier, Jersey	$1.88M	-$1.61M	3	0.08%	Reduced
586	Rothschild & Co Asset Management US Stamford, Connecticut	$1.87M	+$595K	5	0.03%	Increased
587	BCM Bayesian Capital Management Brooklyn, New York	$1.86M	+$475K	3	1.11%	Increased
588	LPL Financial San Diego, California	$1.86M	-$8.58M	5	0.02%	Reduced
589	SCA Secor Capital Advisors New York	$1.86M	-$1.45M	2	0.23%	Reduced
590	PTC Private Trust Company Cleveland, Ohio	$1.84M	+$146K	2	0.48%	Increased
591	FMT First Mercantile Trust Cordova, Tennessee	$1.84M	$0	1	0.23%	Maintained
592	Avalon Investment & Advisory Houston, Texas	$1.82M	+$416K	1	0.07%	Increased
593	Mariner Overland Park, Kansas	$1.82M	-$331K	1	0.1%	Reduced
594	Raymond James Trust St. Petersburg, Florida	$1.82M	-$22.6K	2	0.16%	Reduced
595	CCM Compass Capital Management Minneapolis, Minnesota	$1.82M	-$447K	1	0.35%	Reduced
596	FFC First Financial Corp Terre Haute, Indiana	$1.79M	+$1.45M	1	1.04%	Increased
597	AMI Amica Mutual Insurance Providence, Rhode Island	$1.78M	$0	1	0.17%	Maintained
598	CHAM Clear Harbor Asset Management Stamford, Connecticut	$1.78M	-$410K	1	0.39%	Reduced
599	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$1.76M	+$44K	1	0.56%	Increased
600	Norinchukin Bank Tokyo, Japan	$1.76M	+$32K	2	0.04%	Increased