← 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
676	NSIM North Star Investment Management Chicago, Illinois	$997K	-$18.6K	4	0.19%	Reduced
677	SW SVB Wealth Boston, Massachusetts	$989K	+$202K	3	0.04%	Increased
678	Ancora Advisors Cleveland, Ohio	$986K	-$2.74K	2	0.13%	Reduced
679	Cullen/Frost Bankers San Antonio, Texas	$984K	-$68.5K	1	0.04%	Reduced
680	Fayez Sarofim & Co Houston, Texas	$977K	$0	2	0.01%	Maintained
681	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$970K	-$8.21K	1	0.21%	Reduced
682	SC Searle & Co Greenwich, Connecticut	$961K	$0	1	0.92%	Maintained
683	PTC Private Trust Company Cleveland, Ohio	$956K	+$485K	2	0.27%	Increased
684	DAM Deltec Asset Management New York	$955K	+$971K	1	0.24%	New
685	AIM Ada Investment Management New York	$939K	+$601K	3	0.63%	Increased
686	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$932K	+$1.81K	1	0.92%	Increased
687	SMC S. Muoio & Co New York	$926K	$0	1	0.43%	Maintained
688	Burney Company Reston, Virginia	$922K	+$14.6K	2	0.07%	Increased
689	CK Cohen Klingenstein New York	$921K	$0	2	0.17%	Maintained
690	EVC Eidelman Virant Capital Saint Louis, Missouri	$917K	-$199K	1	0.55%	Reduced
691	CTA Colonial Trust Advisors Spartanburg, South Carolina	$915K	+$140K	1	0.3%	Increased
692	First Allied Advisory Services San Diego, California	$914K	-$21.8K	2	0.05%	Reduced
693	TH Timber Hill Greenwich, Connecticut	$894K	+$252K	1	0%	Increased
694	EEG E.E. Geduld	$858K	+$127K	1	0.53%	Increased
695	BAM Burnham Asset Management New York	$853K	-$9.65K	1	0.23%	Reduced
696	RHBC R.H. Bluestein & Co Birmingham, Michigan	$851K	$0	2	0.05%	Maintained
697	Laird Norton Wetherby Wealth Management San Francisco, California	$848K	+$11.3K	2	0.2%	Increased
698	BFIM Beese Fulmer Investment Management Canton, Ohio	$843K	$0	1	0.26%	Maintained
699	First Eagle Investment Management New York	$833K	$0	1	0%	Maintained
700	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$828K	$0	1	0.11%	Maintained