← 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
351	CAM Capstone Asset Management Houston, Texas	$8.1M	-$2.99M	6	0.24%	Reduced
352	CONA Capital One National Association New York	$8.04M	-$2.02M	4	0.78%	Reduced
353	Stock Yards Bank & Trust Louisville, Kentucky	$7.97M	+$251K	1	1.19%	Increased
354	Bessemer Group Woodbridge, New Jersey	$7.87M	-$4.6K	4	0.06%	Reduced
355	Fiduciary Management Inc Milwaukee, Wisconsin	$7.81M	-$51.8M	1	0.04%	Reduced
356	Eaton Vance Management Boston, Massachusetts	$7.72M	-$59.2K	2	0.02%	Reduced
357	BB&T Securities Richmond, Virginia	$7.69M	+$4.25M	4	0.21%	Increased
358	AAM Auxier Asset Management Aurora, Oregon	$7.57M	+$1.52M	2	1.59%	Increased
359	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$7.55M	-$3.25M	1	2.01%	Reduced
360	KA Kerrisdale Advisers Miami, Florida	$7.54M	+$2.99M	1	3.33%	Increased
361	USAA United Services Automobile Association San Antonio, Texas	$7.54M	-$19.3M	3	0.03%	Reduced
362	ARTA A.R.T. Advisors New York	$7.52M	+$4.69M	5	0.4%	Increased
363	HighTower Advisors Chicago, Illinois	$7.51M	+$3.94M	3	0.15%	Increased
364	AP Archon Partners Princeton Junction, New Jersey	$7.41M	+$6.87M	1	2.05%	New
365	CCM Catapult Capital Management New York	$7.4M	+$6.87M	2	1.76%	New
366	KeyBank National Association Cleveland, Ohio	$7.34M	+$2.59M	5	0.05%	Increased
367	Glenmede Trust Philadelphia, Pennsylvania	$7.25M	+$1.07M	9	0.07%	Increased
368	Mitsubishi UFJ Asset Management Tokyo, Japan	$7.21M	-$1.33M	4	0.21%	Reduced
369	LG LaFleur & Godfrey Grand Rapids, Michigan	$7.21M	+$1.05M	1	1.99%	Increased
370	EWM Edge Wealth Management New York	$7.08M	+$6.75M	1	3.27%	New
371	WAM World Asset Management Detroit, Michigan	$7.08M	-$1.33M	6	0.2%	Reduced
372	MIU Man Investments (UK) London, United Kingdom	$7.06M	+$2.64M	6	0.79%	Increased
373	Prudential plc London, England, United Kingdom	$7.04M	+$70.7K	2	0.03%	Increased
374	CCM Coliseum Capital Management Rowayton, Connecticut	$7.02M	+$2.51M	1	2.98%	Increased
375	Utah Retirement Systems Salt Lake City, Utah	$6.98M	$0	4	0.21%	Maintained