← 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
301	Mutual of America Capital Management New York	$9.34M	-$202K	6	0.22%	Reduced
302	KBC Group Brussels, Belgium	$9.33M	+$837K	4	0.11%	Increased
303	Crestwood Advisors Group Boston, Massachusetts	$9.16M	+$273K	1	1.46%	Increased
304	Gulf International Bank (UK) London, United Kingdom	$9.16M	$0	3	0.17%	Maintained
305	Capital Guardian Trust Los Angeles, California	$9.07M	-$94.5K	2	0.06%	Reduced
306	Rockefeller Financial Services New York	$9M	-$153K	2	0.2%	Reduced
307	WFM Wilmington Funds Management Wilmington, Delaware	$8.92M	-$605K	4	0.9%	Reduced
308	MAM Meeder Asset Management Dublin, Ohio	$8.9M	+$8.56M	1	1.32%	New
309	TSU TD Securities (USA) New York	$8.87M	+$572K	2	0.14%	Increased
310	OAM Oxford Asset Management Oxford, United Kingdom	$8.78M	-$639K	2	0.28%	Reduced
311	DVM Dreman Value Management West Palm Beach, Florida	$8.77M	-$131K	2	0.66%	Reduced
312	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$8.77M	+$3.48M	1	1.54%	Increased
313	PCM Portolan Capital Management Boston, Massachusetts	$8.75M	+$1.76M	3	1.91%	Increased
314	Placemark Investments Chicago, Illinois	$8.72M	-$2.24M	7	0.16%	Reduced
315	Andra AP-fonden Goteborg, Sweden	$8.71M	+$5M	3	0.19%	Increased
316	CCM Catapult Capital Management New York	$8.68M	+$3.71M	1	0.97%	Increased
317	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$8.68M	-$197K	1	2.07%	Reduced
318	Stock Yards Bank & Trust Louisville, Kentucky	$8.67M	+$115K	1	1.23%	Increased
319	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$8.65M	+$93.4K	3	1.14%	Increased
320	EWM Edge Wealth Management New York	$8.52M	-$447K	1	3.54%	Reduced
321	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$8.48M	-$214K	5	0.12%	Reduced
322	Azimuth Capital Management Bloomfield Hills, Michigan	$8.46M	-$143K	2	0.94%	Reduced
323	Stephens Investment Management Group Houston, Texas	$8.44M	-$76.8K	1	0.26%	Reduced
324	OI Oakbrook Investments Lisle, Illinois	$8.32M	+$695K	2	0.25%	Increased
325	GL GLG LLC New York	$8.29M	-$26.1K	4	0.25%	Reduced