← 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
626	Bahl & Gaynor Cincinnati, Ohio	$1.32M	+$667K	3	0.02%	Increased
627	WSCM Wellington Shields Capital Management New York	$1.31M	+$55.5K	2	0.25%	Increased
628	DG Davidson & Garrard Lynchburg, Virginia	$1.31M	+$69.7K	1	0.37%	Increased
629	SAM Symphony Asset Management San Francisco, California	$1.3M	+$102K	2	0.13%	Increased
630	HL Financial Services Louisville, Kentucky	$1.3M	-$1.43M	2	0.05%	Reduced
631	Cornerstone Investment Partners Atlanta, Georgia	$1.3M	+$208K	2	0.02%	Increased
632	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$1.29M	+$70.2K	1	0.27%	Increased
633	RB Rodgers Brothers Harmony, Pennsylvania	$1.28M	+$1.47M	1	0.7%	New
634	BBI Baxter Bros Inc Riverside, Connecticut	$1.28M	+$302K	1	0.7%	Increased
635	WesBanco Bank Wheeling, West Virginia	$1.27M	-$94.4K	2	0.08%	Reduced
636	HCA Horan Capital Advisors Cincinnati, Ohio	$1.26M	+$257K	1	1.5%	Increased
637	Rothschild & Co Asset Management US Stamford, Connecticut	$1.26M	-$31.5M	1	0.03%	Reduced
638	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.26M	+$462K	3	0.28%	Increased
639	NSAA Noroian Steven A & Associates Lafayette, California	$1.26M	-$58.2K	1	4.59%	Reduced
640	RIM Regent Investment Management Louisville, Kentucky	$1.25M	+$265K	1	0.82%	Increased
641	1GA 1st Global Advisors Dallas, Texas	$1.23M	+$133K	3	0.25%	Increased
642	Huntington National Bank Columbus, Ohio	$1.22M	+$65.5K	8	0.04%	Increased
643	LPC Loeb Partners Corp New York	$1.21M	$0	1	0.41%	Maintained
644	CEI Clark Estates Inc New York	$1.21M	$0	1	0.18%	Maintained
645	JGC J. Goldman & Co New York	$1.21M	+$1.2M	1	0.11%	New
646	Ancora Advisors Cleveland, Ohio	$1.2M	$0	1	0.21%	Maintained
647	Salem Investment Counselors Winston Salem, North Carolina	$1.2M	-$606K	1	0.17%	Reduced
648	ALPS Advisors Denver, Colorado	$1.19M	+$940K	5	0.01%	Increased
649	WCA Woodbine Capital Advisors New York	$1.19M	-$2.04M	1	1.51%	Reduced
650	KFS KMS Financial Services Seattle, Washington	$1.19M	+$183K	1	0.29%	Increased