← 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
1001	ABA American Beacon Advisors Irving, Texas	$102K	+$18.7K	1	1.22%	Increased
1002	Benjamin F. Edwards & Company St. Louis, Missouri	$99K	-$1.7K	5	0.01%	Reduced
1003	GBT Grove Bank & Trust Miami, Florida	$98K	+$75.2K	2	0.05%	Increased
1004	Hillsdale Investment Management Toronto, Ontario, Canada	$95K	+$78.6K	1	0.02%	Increased
1005	Salem Investment Counselors Winston Salem, North Carolina	$95K	+$12.8K	3	0.01%	Increased
1006	AAP Ardsley Advisory Partners Stamford, Connecticut	$88K	+$99.3K	1	0.01%	New
1007	Picton Mahoney Asset Management Toronto, Ontario, Canada	$88K	+$83.9K	1	0.01%	New
1008	VCM Versant Capital Management Phoenix, Arizona	$86K	-$1.8K	7	0.05%	Reduced
1009	Mondrian Investment Partners London, United Kingdom	$83K	+$50K	1	0%	Increased
1010	RFM Royal Fund Management Lady Lake, Florida	$79K	$0	2	0.03%	Maintained
1011	DSC Duncker Streett & Co St. Louis, Missouri	$78K	-$115K	3	0.02%	Reduced
1012	GLI Guardian Life Insurance New York	$78K	+$25.7K	3	0.01%	Increased
1013	VCM Vigilant Capital Management Portland, Maine	$78K	+$36.1K	3	0.01%	Increased
1014	HFM Hartford Financial Management Hartford, Connecticut	$76K	$0	3	0.04%	Maintained
1015	H Hexavest Montreal, Quebec, Canada	$76K	$0	1	0%	Maintained
1016	CHP Cable Hill Partners Portland, Oregon	$75K	+$52K	5	0.03%	Increased
1017	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$72K	$0	3	0.04%	Maintained
1018	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$70K	+$67.8K	2	0.01%	New
1019	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$70K	-$7.92K	3	0.08%	Reduced
1020	CFA Carroll Financial Associates Charlotte, North Carolina	$69K	-$20.7K	4	0.01%	Reduced
1021	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$69K	$0	3	0.03%	Maintained
1022	CFD Creative Financial Designs Kokomo, Indiana	$66K	-$2.08K	2	0.04%	Reduced
1023	First Horizon Advisors Memphis, Tennessee	$66K	+$1.77K	4	0.01%	Increased
1024	Thompson Siegel & Walmsley Richmond, Virginia	$66K	-$8.83K	3	0%	Reduced
1025	SMG Spectrum Management Group Indianapolis, Indiana	$64K	+$62.7K	5	0.02%	New