← 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
801	ANBTV American National Bank & Trust (Virginia) Danville, Virginia	$515K	+$123K	1	0.25%	Increased
802	NERM New England Research & Management Chicago, Illinois	$511K	-$553K	1	0.44%	Reduced
803	IPC Independent Portfolio Consultants Boca Raton, Florida	$506K	+$122K	2	0.1%	Increased
804	PRCM Pine River Capital Management Minnetonka, Minnesota	$504K	-$287K	2	0.01%	Reduced
805	TCOTO Trust Company of the Ozarks Springfield, Missouri	$499K	+$28K	1	0.14%	Increased
806	State of Alaska Department of Revenue Juneau, Alaska	$497K	-$57.3K	1	0.1%	Reduced
807	Jones Financial Companies Des Peres, Missouri	$495K	-$51.5K	1	0%	Reduced
808	YMRC Yorktown Management & Research Company Forest, Virginia	$489K	+$245K	2	0.1%	Increased
809	1832 Asset Management Toronto, Ontario, Canada	$486K	-$7.73M	2	0%	Reduced
810	ALA Atherton Lane Advisers Menlo Park, California	$483K	-$17.2K	1	0.03%	Reduced
811	Jensen Investment Management Lake Oswego, Oregon	$480K	-$939K	1	0.01%	Reduced
812	IP Isthmus Partners Madison, Wisconsin	$477K	+$457K	1	0.16%	New
813	Smithfield Trust Pittsburgh, Pennsylvania	$475K	+$2.48K	3	0.1%	Increased
814	CC Courier Capital Buffalo, New York	$473K	-$259K	1	0.1%	Reduced
815	CPA Court Place Advisors Ellicott City, Maryland	$473K	+$1.23K	1	0.31%	Increased
816	R RQSI Nassau, Bahamas	$471K	+$452K	1	0.44%	New
817	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$467K	+$2.46K	3	0.2%	Increased
818	ICOA Investment Centers of America Bismarck, North Dakota	$465K	+$41.9K	1	0.1%	Increased
819	Rathbones Group Liverpool, United Kingdom	$460K	$0	1	0.03%	Maintained
820	GJIC Gamble Jones Investment Counsel Pasadena, California	$458K	$0	1	0.05%	Maintained
821	WSC Wellington Shields & Co New York	$454K	+$195K	2	0.26%	Increased
822	WAM Weatherly Asset Management Del Mar, California	$452K	-$74K	1	0.19%	Reduced
823	OWIM Old West Investment Management Los Angeles, California	$451K	-$47.8K	1	0.28%	Reduced
824	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$447K	-$27.7K	3	0.1%	Reduced
825	CL CPWM LLC Seattle, Washington	$446K	$0	1	0.13%	Maintained