← 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	SCM Snow Capital Management Sewickley, Pennsylvania	$2.05M	+$544K	1	0.08%	Increased
577	Private Advisor Group Morristown, New Jersey	$2.04M	+$1.94M	2	0.23%	New
578	Meiji Yasuda Life Insurance Tokyo, Japan	$2.03M	-$253K	3	0.34%	Reduced
579	QI Quotient Investors New York	$2.02M	-$126K	2	0.47%	Reduced
580	Fiera Capital (Canada) Montreal, Quebec, Canada	$2M	+$1.85M	2	0.02%	New
581	Great Lakes Advisors Chicago, Illinois	$1.99M	+$254K	2	0.09%	Increased
582	M&T Bank Buffalo, New York	$1.99M	-$394K	5	0.08%	Reduced
583	FIM Friedberg Investment Management Houston, Texas	$1.98M	-$96.2K	1	0.8%	Reduced
584	Waverton Investment Management London, United Kingdom	$1.97M	$0	1	0.1%	Maintained
585	Churchill Management Los Angeles, California	$1.96M	-$332K	1	0.08%	Reduced
586	Wilmington Trust Wilmington, Delaware	$1.96M	-$273K	3	0.03%	Reduced
587	LOM Loeb Offshore Management New York	$1.96M	-$511K	2	0.54%	Reduced
588	RA Rational Advisors Huntington, New York	$1.93M	-$2.32M	3	0.17%	Reduced
589	Commerce Bank Kansas City, Missouri	$1.92M	+$386K	2	0.03%	Increased
590	HC Highmount Capital New York	$1.91M	+$49.6K	1	0.44%	Increased
591	MPEM Marathon Partners Equity Management New York	$1.91M	+$2.02M	1	1.01%	New
592	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$1.9M	+$1.76M	1	0.45%	New
593	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.89M	+$131K	3	0.27%	Increased
594	PWAG Polaris Wealth Advisory Group San Rafael, California	$1.86M	+$207K	1	0.46%	Increased
595	G GlobalBridge Minneapolis, Minnesota	$1.86M	+$90.8K	3	0.92%	Increased
596	ALPS Advisors Denver, Colorado	$1.86M	+$712K	4	0.02%	Increased
597	Cullen/Frost Bankers San Antonio, Texas	$1.85M	+$8.35K	1	0.08%	Increased
598	United Capital Financial Advisors Irving, Texas	$1.85M	+$1.76M	1	0.06%	New
599	CA Continental Advisors Park City, Utah	$1.84M	+$1.06M	1	0.4%	Increased
600	AMIM Aull & Monroe Investment Management Mobile, Alabama	$1.84M	$0	1	1.07%	Maintained