← 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
976	PO Private Ocean San Rafael, California	$109K	$0	1	0.08%	Maintained
977	SSB Sandy Spring Bank Olney, Maryland	$109K	+$10.6K	2	0.01%	Increased
978	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$108K	$0	1	0.09%	Maintained
979	IC Intersect Capital San Ramon, California	$107K	+$127K	2	0.09%	New
980	H Hexavest Montreal, Quebec, Canada	$103K	-$17.1M	2	0%	Reduced
981	PIA Peachtree Investment Advisors Atlanta, Georgia	$101K	$0	2	0.07%	Maintained
982	RNS Robert N. Shapiro	$101K	+$37.1K	3	0.02%	Increased
983	TF Tompkins Financial Ithaca, New York	$94K	+$3.86K	2	0.02%	Increased
984	BAM Barrett Asset Management New York	$93K	$0	2	0.01%	Maintained
985	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$93K	-$17.6K	1	0.02%	Reduced
986	Benjamin F. Edwards & Company St. Louis, Missouri	$91K	-$34.6K	3	0.02%	Reduced
987	IndexIQ Advisors New York	$90K	-$771K	1	0.01%	Reduced
988	DBT Dubuque Bank & Trust Dubuque, Iowa	$88K	-$9.5K	1	0.01%	Reduced
989	Hillsdale Investment Management Toronto, Ontario, Canada	$87K	+$6.54K	1	0.02%	Increased
990	WEC Winslow Evans & Crocker Boston, Massachusetts	$83.5K	-$4.5K	4	0.02%	Reduced
991	P Palladiem Bryn Mawr, Pennsylvania	$83K	+$80.9K	1	0.07%	New
992	FCCM First City Capital Management Savannah, Georgia	$78.1K	+$16.6K	2	0.05%	Increased
993	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$74K	+$28.6K	6	0.04%	Increased
994	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$73K	+$70.3K	1	0.05%	New
995	TCI Wealth Advisors Tucson, Arizona	$73K	$0	1	0.05%	Maintained
996	AIM Advantage Investment Management Cedar Rapids, Iowa	$71K	+$77.1K	2	0.05%	New
997	SSG Summit Securities Group New York	$69K	-$87.9K	1	0.02%	Reduced
998	O'Shaughnessy Asset Management Stamford, Connecticut	$66K	+$26.9K	4	0%	Increased
999	HFM Hartford Financial Management Hartford, Connecticut	$56K	$0	2	0.03%	Maintained
1000	AIM Acuity Investment Management Toronto, Ontario, Canada	$50K	+$53.7K	1	0.04%	New