← 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	Rodgers Brothers Harmony, Pennsylvania	$1.43M	+$3.05K	1	0.71%	Increased
652	Paloma Partners Greenwich, Connecticut	$1.43M	+$501K	2	0.07%	Increased
653	ID Integral Derivatives New York	$1.4M	+$1.24M	1	0.02%	New
654	KFS KMS Financial Services Seattle, Washington	$1.4M	+$78.7K	1	0.24%	Increased
655	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$1.39M	+$129K	4	0.34%	Increased
656	JP Morgan Private Wealth Advisors San Francisco, California	$1.39M	+$1.13M	3	0.03%	Increased
657	BAS Brown Advisory Securities Baltimore, Maryland	$1.37M	+$123K	1	0.55%	Increased
658	QS Investors New York	$1.37M	-$3.47M	3	0.05%	Reduced
659	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$1.36M	+$1.98K	1	0.25%	Increased
660	DL Delta Lloyd Amsterdam, Netherlands	$1.36M	+$431K	4	0.05%	Increased
661	Driehaus Capital Management Chicago, Illinois	$1.35M	+$1.36M	1	0.05%	New
662	Wellington Shields Capital Management New York	$1.35M	-$48.3K	2	0.24%	Reduced
663	GCA Gideon Capital Advisors New York	$1.35M	+$1.29M	1	0.8%	New
664	Salem Investment Counselors Winston Salem, North Carolina	$1.35M	$0	1	0.18%	Maintained
665	Capital Investment Advisors Atlanta, Georgia	$1.35M	+$1.28M	1	0.18%	New
666	Huntington National Bank Columbus, Ohio	$1.35M	+$16.6K	7	0.04%	Increased
667	WRM Westport Resources Management Westport, Connecticut	$1.33M	+$810K	4	0.39%	Increased
668	Weiss Multi-Strategy Advisers New York	$1.33M	+$550K	4	0.03%	Increased
669	Hanson & Doremus Investment Management Burlington, Vermont	$1.33M	-$42.7K	1	0.64%	Reduced
670	Amarillo National Bank Amarillo, Texas	$1.32M	+$16.4K	2	1.1%	Increased
671	KCM Investment Advisors Greenbrae, California	$1.29M	+$286K	1	0.14%	Increased
672	LMCG Investments Boston, Massachusetts	$1.28M	+$391K	1	0.03%	Increased
673	Amica Mutual Insurance Providence, Rhode Island	$1.26M	$0	1	0.1%	Maintained
674	WhitTier Trust Company Reno, Nevada	$1.25M	+$989K	3	0.15%	Increased
675	GIM Guardian Investment Management Tiburon, California	$1.25M	+$161K	1	1.38%	Increased