← 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
376	T TOBAM Paris, France	$5.91M	+$6.18M	1	0.26%	New
377	D.A. Davidson & Co Great Falls, Montana	$5.8M	-$890K	6	0.2%	Reduced
378	Commonwealth Equity Services Waltham, Massachusetts	$5.78M	+$490K	5	0.07%	Increased
379	CC Cannell & Co New York	$5.77M	+$744K	1	0.18%	Increased
380	Grimes & Company Westborough, Massachusetts	$5.75M	+$172K	2	1.51%	Increased
381	Capstone Investment Advisors New York	$5.7M	+$4.54M	1	0.07%	Increased
382	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$5.7M	+$136K	3	2.24%	Increased
383	Livforsakringsbolaget Skandia Stockholm, Sweden	$5.7M	$0	4	0.2%	Maintained
384	Thrivent Financial for Lutherans Minneapolis, Minnesota	$5.66M	-$6.74M	3	0.03%	Reduced
385	FA FDx Advisors Chicago, Illinois	$5.55M	+$415K	3	0.36%	Increased
386	TU TDAM USA Toronto, Ontario, Canada	$5.48M	+$22.5K	1	0.23%	Increased
387	WIC Willis Investment Counsel Gainesville, Georgia	$5.48M	+$5.73M	1	0.53%	New
388	Stifel Financial St. Louis, Missouri	$5.45M	-$1.71M	6	0.05%	Reduced
389	AC AFAM Capital Austin, Texas	$5.43M	+$104K	1	0.68%	Increased
390	LG LaFleur & Godfrey Grand Rapids, Michigan	$5.42M	-$553K	1	1.44%	Reduced
391	CCT Country Club Trust Kansas City, Missouri	$5.37M	+$49.3K	1	0.7%	Increased
392	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$5.33M	+$770K	1	3.53%	Increased
393	State Farm Mutual Automobile Insurance Bloomington, Illinois	$5.26M	+$1.04M	1	0.01%	Increased
394	IA Icon Advisers Greenwood Village, Colorado	$5.24M	-$29K	1	0.33%	Reduced
395	Arrowstreet Capital Boston, Massachusetts	$5.22M	-$70.5M	4	0.03%	Reduced
396	CIBC Asset Management Toronto, Ontario, Canada	$5.2M	-$207K	3	0.03%	Reduced
397	BOK Financial Tulsa, Oklahoma	$5.18M	+$3.73M	5	0.17%	Increased
398	ARM Adirondack Research & Management Guilderland, New York	$5.14M	+$1.12M	1	1.74%	Increased
399	Brandywine Global Investment Management Philadelphia, Pennsylvania	$5.07M	-$5.9M	2	0.04%	Reduced
400	Bessemer Group Woodbridge, New Jersey	$5.07M	+$1.85K	4	0.03%	Increased