← 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
876	Seizert Capital Partners Birmingham, Michigan	$307K	+$323K	1	0.01%	New
877	SCM Symons Capital Management Pittsburgh, Pennsylvania	$306K	+$312K	1	0.08%	New
878	Choate Investment Advisors Boston, Massachusetts	$301K	+$299K	1	0.02%	New
879	PAM Palisade Asset Management Minneapolis, Minnesota	$300K	+$299K	1	0.08%	New
880	Douglass Winthrop Advisors New York	$297K	+$295K	1	0.04%	New
881	GLI Guardian Life Insurance New York	$297K	+$300K	2	0.03%	New
882	WA WFG Advisors Dallas, Texas	$297K	+$301K	7	0.05%	New
883	ST Sentinel Trust Houston, Texas	$293K	+$288K	1	0.09%	New
884	RCM Rotella Capital Management Bellevue, Washington	$292K	+$291K	1	0.93%	New
885	MCM Montibus Capital Management Portland, Oregon	$290K	+$305K	1	0.04%	New
886	MSI Financial Services Springfield, Massachusetts	$289K	+$294K	7	0.06%	New
887	Rathbones Group Liverpool, United Kingdom	$284K	+$299K	1	0.04%	New
888	SAG Sterne Agee Group Birmingham, Alabama	$283K	+$279K	1	0.1%	New
889	ICRM Insight Capital Research & Management Walnut Creek, California	$282K	+$296K	1	0.07%	New
890	CC ClearArc Capital Cincinnati, Ohio	$280K	+$278K	1	0.08%	New
891	PM Parametrica Management Wanchai, Hong Kong	$275K	+$274K	1	6.84%	New
892	Chilton Capital Management Houston, Texas	$271K	+$269K	1	0.03%	New
893	IMOV Investment Management of Virginia Richmond, Virginia	$271K	+$269K	1	0.06%	New
894	SNT Security National Trust Wheeling, West Virginia	$271K	+$284K	2	0.13%	New
895	VFS VSR Financial Services Overland Park, Kansas	$271K	+$280K	1	0.05%	New
896	JP Morgan Private Wealth Advisors San Francisco, California	$267K	+$262K	1	0.01%	New
897	BOH Bank of Hawaii Honolulu, Hawaii	$266K	+$280K	1	0.03%	New
898	SCP Sandhill Capital Partners Buffalo, New York	$264K	+$263K	1	0.13%	New
899	FFC First Financial Corp Terre Haute, Indiana	$257K	+$256K	1	0.13%	New
900	DBT Dubuque Bank & Trust Dubuque, Iowa	$256K	+$255K	1	0.05%	New