← 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
651	ANB Amarillo National Bank Amarillo, Texas	$1.17M	-$159K	2	0.99%	Reduced
652	SFP Santa Fe Partners Santa Fe, New Mexico	$1.14M	-$757K	2	0.22%	Reduced
653	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$1.14M	+$156K	1	0.06%	Increased
654	DF Dent & Co Baltimore, Maryland	$1.14M	-$96.4M	1	0.03%	Reduced
655	AMI Amica Mutual Insurance Providence, Rhode Island	$1.13M	$0	1	0.1%	Maintained
656	AIC Aurora Investment Counsel Atlanta, Georgia	$1.13M	$0	1	0.82%	Maintained
657	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$1.13M	+$6.88K	1	0.31%	Increased
658	FPC Falcon Point Capital San Francisco, California	$1.12M	-$204K	2	1.2%	Reduced
659	BAS Brown Advisory Securities Baltimore, Maryland	$1.12M	-$158K	1	0.49%	Reduced
660	Homrich & Berg Atlanta, Georgia	$1.1M	-$108	1	0.17%	Reduced
661	DILH Dai-ichi Life Holdings Tokyo, Japan	$1.08M	+$126K	4	0.04%	Increased
662	Burney Company Reston, Virginia	$1.08M	-$708K	3	0.12%	Reduced
663	First Allied Advisory Services San Diego, California	$1.05M	+$193K	2	0.06%	Increased
664	Verition Fund Management Greenwich, Connecticut	$1.04M	+$370K	2	0.16%	Increased
665	CCG Chatham Capital Group Savannah, Georgia	$1.04M	$0	1	0.47%	Maintained
666	Daiwa Securities Group Tokyo, Japan	$1.04M	-$37.1K	4	0.01%	Reduced
667	Eagle Global Advisors Houston, Texas	$1.03M	-$651	1	0.04%	Reduced
668	LI LMCG Investments Boston, Massachusetts	$1.03M	+$21.6K	1	0.02%	Increased
669	LMAM Legg Mason Asset Management Tokyo, Japan	$1.03M	-$80.4K	1	0.56%	Reduced
670	Silvercrest Asset Management New York	$1.01M	-$1.13M	1	0.02%	Reduced
671	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$992K	-$227K	1	0.12%	Reduced
672	Amalgamated Bank New York	$990K	+$596K	2	0.32%	Increased
673	SM Stratton Management King Of Prussia, Pennsylvania	$989K	+$589K	1	0.05%	Increased
674	BP Banyan Partners Palm Beach Gardens, Florida	$979K	+$1.12M	1	0.09%	New
675	SIM Spark Investment Management New York	$976K	$0	1	0.22%	Maintained