← 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	MC Moors & Cabot Boston, Massachusetts	$605K	+$269K	1	0.1%	Increased
777	Hancock Whitney Gulfport, Mississippi	$601K	-$979K	1	0.02%	Reduced
778	CC Courier Capital Buffalo, New York	$599K	-$847	2	0.12%	Reduced
779	SIM Sadoff Investment Management Milwaukee, Wisconsin	$599K	-$15.8M	1	0.08%	Reduced
780	GPC Glacier Peak Capital Bellevue, Washington	$594K	+$622K	1	0.37%	New
781	SCM Schnieders Capital Management Pasadena, California	$594K	-$7.76K	1	0.42%	Reduced
782	DTL Dynamic Technology Lab Singapore	$592K	+$594K	2	0.28%	New
783	FIM Freedom Investment Management Hartford, Connecticut	$590K	-$202K	1	0.1%	Reduced
784	JWBC J.W. Burns & Co Dewitt, New York	$590K	+$7.69K	2	0.2%	Increased
785	First Eagle Investment Management New York	$587K	-$1.04M	1	0%	Reduced
786	PP Palladium Partners Norfolk, Virginia	$586K	-$21K	1	0.05%	Reduced
787	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$583K	$0	1	0.08%	Maintained
788	CHC City Holding Co Charleston, West Virginia	$575K	+$57.3K	1	0.33%	Increased
789	PPCM Pillar Pacific Capital Management Pacifica, California	$569K	+$165K	2	0.11%	Increased
790	IUAM Itau USA Asset Management New York	$568K	$0	1	0.15%	Maintained
791	Park National Corp Newark, Ohio	$564K	+$32.9K	1	0.04%	Increased
792	SWA SFMG Wealth Advisors Plano, Texas	$563K	+$3.51K	1	0.19%	Increased
793	New York Life Investment Management New York	$561K	+$334K	2	0.1%	Increased
794	SIC Shoker Investment Counsel Oxford, Ohio	$557K	+$42.9K	1	0.49%	Increased
795	CAM CMT Asset Management Chicago, Illinois	$548K	-$922K	1	0.03%	Reduced
796	Smith Salley Wealth Management Greensboro, North Carolina	$546K	+$106K	1	0.15%	Increased
797	HVIA Hudson Valley Investment Advisors Goshen, New York	$541K	-$127K	2	0.24%	Reduced
798	PAM PartnerRe Asset Management Greenwich, Connecticut	$539K	-$72K	2	0.09%	Reduced
799	FSC Fiduciary Services Corp Savannah, Georgia	$531K	+$43.7K	1	0.2%	Increased
800	FPCM Financial Partners Capital Management New York	$531K	+$42.4K	1	0.16%	Increased