← 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
326	SHA Smith Hayes Advisers Lincoln, Nebraska	$8.29M	+$6.7M	1	2.05%	Increased
327	TSU TD Securities (USA) New York	$8.28M	-$616K	2	0.15%	Reduced
328	GL GLG LLC New York	$8.27M	+$9.26M	4	0.28%	New
329	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$8.17M	-$178K	4	0.17%	Reduced
330	Rockefeller Financial Services New York	$8.09M	-$3.12K	2	0.18%	Reduced
331	CIC Cornercap Investment Counsel Atlanta, Georgia	$8.03M	+$1.65M	2	1.47%	Increased
332	BA Boston Advisors Boston, Massachusetts	$8.03M	+$746K	2	0.36%	Increased
333	Anchor Capital Advisors Boston, Massachusetts	$7.92M	+$1.73M	3	0.16%	Increased
334	KBC Group Brussels, Belgium	$7.91M	+$436K	5	0.12%	Increased
335	Crestwood Advisors Group Boston, Massachusetts	$7.84M	+$7.88M	1	1.28%	New
336	Azimuth Capital Management Bloomfield Hills, Michigan	$7.81M	+$8.4K	2	0.94%	Increased
337	Janney Montgomery Scott Philadelphia, Pennsylvania	$7.76M	-$316K	4	0.19%	Reduced
338	DP DW Partners New York	$7.7M	+$7.71M	1	0.97%	New
339	Allstate Corporation Northbrook, Illinois	$7.61M	+$2.91M	1	0.25%	Increased
340	OI Oakbrook Investments Lisle, Illinois	$7.61M	-$1.64M	2	0.24%	Reduced
341	AT Acadia Trust Portland, Maine	$7.55M	+$7.51M	1	2.83%	New
342	Stock Yards Bank & Trust Louisville, Kentucky	$7.55M	-$10.3K	1	1.1%	Reduced
343	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$7.55M	+$1.6M	3	0.67%	Increased
344	Stephens Investment Management Group Houston, Texas	$7.52M	+$2.12M	1	0.23%	Increased
345	USAA United Services Automobile Association San Antonio, Texas	$7.48M	-$16K	2	0.03%	Reduced
346	Ninety One (UK) London, United Kingdom	$7.45M	+$9.16M	1	0.05%	New
347	ARTA A.R.T. Advisors New York	$7.37M	+$798K	3	0.39%	Increased
348	Panagora Asset Management Boston, Massachusetts	$7.25M	-$4.2M	7	0.03%	Reduced
349	CAM Capstone Asset Management Houston, Texas	$7.25M	-$525K	5	0.22%	Reduced
350	LBG Lloyds Banking Group London, United Kingdom	$7.16M	+$675K	2	0.06%	Increased