← 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	KIA KCM Investment Advisors Greenbrae, California	$1.23M	+$78.7K	1	0.12%	Increased
652	AL Airain Ltd St. Peter Port, Guernsey	$1.22M	-$3.61M	2	0.1%	Reduced
653	Emerald Advisers Leola, Pennsylvania	$1.22M	-$853K	1	0.07%	Reduced
654	Capital Investment Advisors Atlanta, Georgia	$1.21M	-$11.4K	1	0.14%	Reduced
655	AIC Aurora Investment Counsel Atlanta, Georgia	$1.2M	+$29.2K	1	0.75%	Increased
656	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$1.2M	+$13.2K	1	0.57%	Increased
657	CBB Citizens Business Bank Ontario, California	$1.2M	-$77.6K	2	0.23%	Reduced
658	SAM Symphony Asset Management San Francisco, California	$1.16M	+$408K	3	0.12%	Increased
659	T TradeWorx Red Bank, New Jersey	$1.16M	+$152K	3	0.94%	Increased
660	MVP Miller Value Partners Sarasota, Florida	$1.16M	+$159K	1	0.04%	Increased
661	EI EAM Investors Solana Beach, California	$1.15M	+$1.18M	1	0.22%	New
662	WRM Westport Resources Management Westport, Connecticut	$1.13M	-$41.5K	3	0.31%	Reduced
663	JAM Jolley Asset Management Rocky Mount, North Carolina	$1.12M	+$1.14M	2	0.83%	New
664	BA Boston Advisors Boston, Massachusetts	$1.12M	-$6.96M	1	0.05%	Reduced
665	Raymond James Trust St. Petersburg, Florida	$1.12M	+$314K	2	0.13%	Increased
666	AMI Amica Mutual Insurance Providence, Rhode Island	$1.11M	$0	1	0.09%	Maintained
667	Banque Pictet & Cie Geneva 73, Switzerland	$1.1M	-$155K	1	0.03%	Reduced
668	KCM Kames Capital Management Edinburgh, United Kingdom	$1.1M	+$1.08M	1	0.04%	New
669	GIM Guardian Investment Management Tiburon, California	$1.1M	$0	1	1.2%	Maintained
670	NA Navellier & Associates Reno, Nevada	$1.09M	-$377K	1	0.05%	Reduced
671	Spot Trading Chicago, Illinois	$1.09M	-$1.39M	5	0.01%	Reduced
672	PIA Piedmont Investment Advisors Durham, North Carolina	$1.09M	+$1.14M	1	0.06%	New
673	abrdn Investment Management Edinburgh, United Kingdom	$1.08M	-$42.2K	2	0%	Reduced
674	People's United Financial Bridgeport, Connecticut	$1.08M	-$2.32K	5	0.06%	Reduced
675	CIM Calvert Investment Management Bethesda, Maryland	$1.06M	+$89.5K	2	0.07%	Increased