← 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
701	Smithfield Trust Pittsburgh, Pennsylvania	$898K	+$914K	6	0.21%	New
702	I IberiaBank Lafayette, Louisiana	$896K	+$891K	1	0.68%	New
703	BA Boston Advisors Boston, Massachusetts	$894K	+$913K	2	0.04%	New
704	HVIA Hudson Valley Investment Advisors Goshen, New York	$893K	+$912K	2	0.43%	New
705	CCG Chatham Capital Group Savannah, Georgia	$889K	+$934K	1	0.43%	New
706	PGIM Pacific Global Investment Management Glendale, California	$886K	+$881K	1	0.16%	New
707	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$882K	+$878K	1	1.41%	New
708	BBA Baker Bros. Advisors New York	$880K	+$976K	1	0.02%	New
709	HCM Horrell Capital Management Little Rock, Arkansas	$880K	+$875K	1	0.5%	New
710	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$873K	+$869K	1	0.2%	New
711	Raymond James Trust St. Petersburg, Florida	$870K	+$866K	1	0.14%	New
712	JIP Jaffetilchin Investment Partners Tampa, Florida	$866K	+$911K	1	0.6%	New
713	LI LMCG Investments Boston, Massachusetts	$862K	+$906K	1	0.02%	New
714	Norinchukin Bank Tokyo, Japan	$858K	+$868K	2	0.03%	New
715	Park National Corp Newark, Ohio	$824K	+$820K	1	0.07%	New
716	CK Cohen Klingenstein New York	$819K	+$837K	2	0.19%	New
717	IAM Integre Asset Management New York	$816K	+$674K	1	0.22%	New
718	BA Bard Associates Chicago, Illinois	$811K	+$670K	1	0.38%	New
719	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$802K	+$784K	5	0%	New
720	STIA Stone Toro Investment Advisers Princeton, New Jersey	$798K	+$764K	2	0.48%	New
721	BUB BBVA USA Bancshares Houston, Texas	$797K	+$782K	1	0.04%	New
722	Pinnacle Associates New York	$796K	+$785K	1	0.02%	New
723	EML Eos Management LP New York	$793K	+$790K	1	0.41%	New
724	WI Wafra Inc New York	$792K	+$833K	1	0.13%	New
725	RHBC R.H. Bluestein & Co Birmingham, Michigan	$772K	+$765K	2	0.07%	New