← 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
576	MC Montag & Caldwell Atlanta, Georgia	$1.75M	+$175K	1	0.01%	Increased
577	MCM Matarin Capital Management New York	$1.74M	+$1.27M	2	1.46%	Increased
578	FMT First Mercantile Trust Cordova, Tennessee	$1.7M	-$467K	2	0.14%	Reduced
579	Dana Investment Advisors Waukesha, Wisconsin	$1.7M	-$16.3M	1	0.12%	Reduced
580	HC Highmount Capital New York	$1.69M	-$16.8K	1	0.42%	Reduced
581	LCM Leonard Capital Management Vero Beach, Florida	$1.69M	$0	1	0.67%	Maintained
582	Great Lakes Advisors Chicago, Illinois	$1.67M	-$389K	2	0.07%	Reduced
583	Cullen/Frost Bankers San Antonio, Texas	$1.66M	-$648K	1	0.08%	Reduced
584	AMIM Aull & Monroe Investment Management Mobile, Alabama	$1.65M	-$6.93K	1	1.07%	Reduced
585	BRCM Bright Rock Capital Management Hanover, Massachusetts	$1.63M	$0	1	0.92%	Maintained
586	SCM Stevens Capital Management Radnor, Pennsylvania	$1.63M	-$21.8M	3	0.05%	Reduced
587	GIA GHP Investment Advisors Denver, Colorado	$1.63M	+$58.8K	2	0.59%	Increased
588	BAM Boyar Asset Management New York	$1.62M	+$398K	1	1.55%	Increased
589	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.61M	-$881K	2	0.26%	Reduced
590	Capital Analysts LLC Fort Washington, Pennsylvania	$1.59M	+$25.5K	2	0.48%	Increased
591	Quantbot Technologies New York	$1.59M	+$106K	7	0.99%	Increased
592	FPA Fieldpoint Private Advisors New York	$1.58M	-$6.07K	1	0.97%	Reduced
593	SC Skylands Capital Milwaukee, Wisconsin	$1.58M	-$53.3K	1	0.18%	Reduced
594	G GlobalBridge Minneapolis, Minnesota	$1.57M	-$141K	3	0.84%	Reduced
595	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$1.57M	-$17.3K	1	1.42%	Reduced
596	Jasper Ridge Partners Menlo Park, California	$1.55M	-$885K	1	0.1%	Reduced
597	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$1.55M	+$364K	1	0.79%	Increased
598	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$1.54M	+$1.21M	1	0.11%	Increased
599	SCM Snow Capital Management Sewickley, Pennsylvania	$1.54M	+$337K	1	0.07%	Increased
600	Wolverine Asset Management Chicago, Illinois	$1.53M	+$529K	4	0.03%	Increased