← 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
751	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$686K	+$682K	1	0.1%	New
752	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$686K	+$709K	1	0.43%	New
753	Paradigm Capital Management Inc Albany, New York	$681K	+$678K	1	0.03%	New
754	MA Marshwinds Advisory St Simons Island, Georgia	$678K	+$673K	2	0.4%	New
755	SWA SFMG Wealth Advisors Plano, Texas	$676K	+$672K	1	0.27%	New
756	Conning Inc Hartford, Connecticut	$675K	+$684K	2	0.06%	New
757	Stephens Inc Little Rock, Arkansas	$673K	+$676K	2	0.04%	New
758	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$670K	+$673K	7	0.19%	New
759	DL Delta Lloyd Amsterdam, Netherlands	$662K	+$670K	2	0.03%	New
760	JWBC J.W. Burns & Co Dewitt, New York	$660K	+$653K	2	0.27%	New
761	CCP Clarkston Capital Partners Rochester, Michigan	$658K	+$624K	1	0.37%	New
762	P Pitcairn Conshohocken, Pennsylvania	$653K	+$648K	2	0.09%	New
763	AIP Advanced Investment Partners Safety Harbor, Florida	$649K	+$630K	2	1.14%	New
764	WC Whitnell & Co Oak Brook, Illinois	$649K	+$646K	3	0.32%	New
765	FQ First Quadrant Glendale, California	$647K	+$668K	4	0.02%	New
766	SIM SSI Investment Management Los Angeles, California	$639K	+$635K	1	0.06%	New
767	SIM Spark Investment Management New York	$631K	+$596K	1	0.17%	New
768	IPC Independent Portfolio Consultants Boca Raton, Florida	$629K	+$596K	1	0.28%	New
769	PP Patten & Patten Chattanooga, Tennessee	$624K	+$621K	1	0.1%	New
770	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$622K	+$611K	1	0.19%	New
771	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$622K	+$622K	5	0.04%	New
772	SI SII Investments Appleton, Wisconsin	$622K	+$633K	2	0.13%	New
773	UR USCA RIA Houston, Texas	$622K	+$610K	1	0.31%	New
774	Laird Norton Wetherby Wealth Management San Francisco, California	$615K	+$609K	2	0.21%	New
775	LIA LS Investment Advisors Bloomfield Hills, Michigan	$607K	+$606K	3	0.08%	New