← 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
726	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$712K	$0	1	0.09%	Maintained
727	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$708K	+$687K	1	0.6%	New
728	CIBC Private Wealth Group Atlanta, Georgia	$703K	$0	1	0.01%	Maintained
729	CL CSS LLC Chicago, Illinois	$699K	+$330K	1	0.03%	Increased
730	TCM Tributary Capital Management Omaha, Nebraska	$698K	-$1.12M	1	0.12%	Reduced
731	Davenport & Co Richmond, Virginia	$696K	-$374K	2	0.01%	Reduced
732	CHC City Holding Co Charleston, West Virginia	$694K	-$23.8K	1	0.36%	Reduced
733	GC Garde Capital Seattle, Washington	$693K	+$672K	1	0.21%	New
734	MAP Managed Asset Portfolios Rochester, Michigan	$689K	$0	1	0.39%	Maintained
735	Analytic Investors Los Angeles, California	$686K	$0	1	0.01%	Maintained
736	CAM Chesapeake Asset Management New York	$683K	$0	1	0.43%	Maintained
737	SIC Shoker Investment Counsel Oxford, Ohio	$682K	+$383	1	0.63%	Increased
738	JWBC J.W. Burns & Co Dewitt, New York	$673K	$0	2	0.22%	Maintained
739	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$671K	-$3.79M	2	0.05%	Reduced
740	Churchill Management Los Angeles, California	$668K	+$648K	1	0.03%	New
741	Envestnet Asset Management Chicago, Illinois	$660K	-$48.8K	3	0.01%	Reduced
742	SWA SFMG Wealth Advisors Plano, Texas	$660K	-$31.6K	1	0.15%	Reduced
743	SCM Stonebridge Capital Management Los Angeles, California	$654K	-$1.08M	1	0.25%	Reduced
744	WC Whitnell & Co Oak Brook, Illinois	$648K	$0	1	0.24%	Maintained
745	Belvedere Trading Chicago, Illinois	$641K	+$628K	2	0.01%	New
746	SS Sunbelt Securities Houston, Texas	$636K	+$723K	1	0.84%	New
747	Laird Norton Wetherby Wealth Management San Francisco, California	$632K	-$23.3K	2	0.16%	Reduced
748	BA Bard Associates Chicago, Illinois	$630K	-$6.56K	1	0.29%	Reduced
749	Squarepoint New York	$629K	+$625K	1	0.61%	New
750	KCM Karp Capital Management Sausalito, California	$626K	+$607K	1	0.46%	New