← 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	MUFG Securities EMEA London, United Kingdom	$11.1M	+$5.72M	4	0.2%	Increased
352	Commonwealth Equity Services Waltham, Massachusetts	$11M	+$38K	8	0.06%	Increased
353	SAM Shell Asset Management The Hague, Netherlands	$10.8M	+$2.12M	4	0.22%	Increased
354	Natixis Advisors Boston, Massachusetts	$10.7M	-$11.6K	4	0.1%	Reduced
355	BB&T Securities Richmond, Virginia	$10.7M	+$277K	5	0.11%	Increased
356	FCI Financial Counselors Inc Overland Park, Kansas	$10.7M	-$56.5K	3	0.49%	Reduced
357	ACG Allen Capital Group Grand Island, Nebraska	$10.6M	+$335	2	3.91%	Increased
358	CC Cannell Capital Alta, Wyoming	$10.6M	+$1.82M	1	2.71%	Increased
359	Janney Montgomery Scott Philadelphia, Pennsylvania	$10.5M	+$226K	7	0.1%	Increased
360	CCM Clearfield Capital Management New York	$10.4M	+$10.8M	1	2.63%	New
361	Ingalls & Snyder LLC New York	$10.3M	-$384K	1	0.48%	Reduced
362	Xact Kapitalforvaltning Stockholm, Sweden	$10.3M	+$802K	9	0.22%	Increased
363	Bellevue Group Kuesnacht, Switzerland	$10.2M	-$962K	2	0.87%	Reduced
364	Fuller & Thaler Asset Management San Mateo, California	$10.1M	+$7.79M	3	0.11%	Increased
365	NA Neuburgh Advisers Los Angeles, California	$10.1M	-$269K	4	0.34%	Reduced
366	HCM Huber Capital Management El Segundo, California	$10.1M	-$1.8M	2	0.66%	Reduced
367	Utah Retirement Systems Salt Lake City, Utah	$9.92M	-$327K	5	0.21%	Reduced
368	CAM Chou Associates Management Toronto, Ontario, Canada	$9.77M	+$9.4M	1	3.7%	New
369	SCM Symons Capital Management Pittsburgh, Pennsylvania	$9.75M	-$1.53M	2	3.34%	Reduced
370	WEO William E. Oberndorf	$9.74M	$0	1	8.12%	Maintained
371	CCONH Crosby Company of New Hampshire Salem, New Hampshire	$9.74M	$0	1	100%	Maintained
372	Engineers Gate Manager New York	$9.71M	-$3.42M	4	0.76%	Reduced
373	Barings Charlotte, North Carolina	$9.7M	+$833K	5	0.14%	Increased
374	Amalgamated Bank New York	$9.69M	-$738K	8	0.24%	Reduced
375	Moore Capital Management New York	$9.65M	+$9.71M	1	0.24%	New