← 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
776	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$621K	-$10K	1	0.16%	Reduced
777	QS Batterymarch Financial Management New York	$613K	-$25.3K	3	0.01%	Reduced
778	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$609K	$0	1	0.08%	Maintained
779	PAM PartnerRe Asset Management Greenwich, Connecticut	$609K	+$1.87K	2	0.1%	Increased
780	CC Courier Capital Buffalo, New York	$608K	+$190K	2	0.13%	Increased
781	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$608K	$0	2	0.1%	Maintained
782	WIS Wright Investors Service Shelton, Connecticut	$607K	-$54.4K	1	0.27%	Reduced
783	Carnegie Investment Counsel Pepper Pike, Ohio	$604K	-$53.9K	1	0.16%	Reduced
784	JWBC J.W. Burns & Co Dewitt, New York	$602K	-$8.07K	2	0.21%	Reduced
785	SAM Sectoral Asset Management Montreal, Quebec, Canada	$601K	+$595K	1	0.02%	New
786	CIBC Private Wealth Group Atlanta, Georgia	$598K	+$592K	1	0.01%	New
787	First Horizon Advisors Memphis, Tennessee	$594K	+$143K	4	0.08%	Increased
788	SWA SFMG Wealth Advisors Plano, Texas	$585K	+$3.86K	1	0.2%	Increased
789	Laird Norton Wetherby Wealth Management San Francisco, California	$580K	-$18.4K	2	0.17%	Reduced
790	PP Palladium Partners Norfolk, Virginia	$579K	-$16.1K	2	0.05%	Reduced
791	ANB Amarillo National Bank Amarillo, Texas	$576K	-$526K	1	0.47%	Reduced
792	CCP Clarkston Capital Partners Rochester, Michigan	$572K	$0	2	0.11%	Maintained
793	JMH J.M. Hartwell New York	$568K	$0	1	0.12%	Maintained
794	Park National Corp Newark, Ohio	$557K	-$42.5K	1	0.04%	Reduced
795	IMS Index Management Solutions Philadelphia, Pennsylvania	$556K	+$403K	6	0.09%	Increased
796	WC Whitnell & Co Oak Brook, Illinois	$554K	$0	1	0.26%	Maintained
797	BA Bridgewater Advisors New York	$545K	+$295K	1	0.55%	Increased
798	GGPS Gary Goldberg Planning Services Suffern, New York	$545K	+$239K	3	0.27%	Increased
799	IUAM Itau USA Asset Management New York	$540K	-$458K	1	0.17%	Reduced
800	SIC Shoker Investment Counsel Oxford, Ohio	$540K	-$27.3K	1	0.51%	Reduced