← 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	DCM Dinsmore Capital Management Morristown, New Jersey	$1.64M	$0	1	0.64%	Maintained
577	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$1.64M	+$1.56M	2	0.18%	New
578	RHBC R.H. Bluestein & Co Birmingham, Michigan	$1.62M	+$238K	3	0.1%	Increased
579	TWI Thomas White International Chicago, Illinois	$1.62M	-$1.02M	3	0.23%	Reduced
580	AAM Aston Asset Management Chicago, Illinois	$1.62M	+$1.95K	1	0.7%	Increased
581	CAM Carret Asset Management New York	$1.61M	-$428K	1	0.31%	Reduced
582	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.59M	-$17.4K	3	0.21%	Reduced
583	Capital Investment Advisors Atlanta, Georgia	$1.59M	+$70.7K	1	0.17%	Increased
584	Bessemer Group Woodbridge, New Jersey	$1.59M	+$226K	3	0.01%	Increased
585	Raymond James Trust St. Petersburg, Florida	$1.59M	-$190K	2	0.17%	Reduced
586	Cullen/Frost Bankers San Antonio, Texas	$1.59M	-$154K	1	0.06%	Reduced
587	WhitTier Trust Company Reno, Nevada	$1.58M	-$76.7K	4	0.18%	Reduced
588	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$1.58M	-$1.47M	1	0.42%	Reduced
589	BA Boston Advisors Boston, Massachusetts	$1.56M	-$4.38M	1	0.06%	Reduced
590	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$1.56M	+$155K	1	0.27%	Increased
591	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.54M	+$34.8K	3	0.01%	Increased
592	CF CNA Financial Chicago, Illinois	$1.53M	+$323K	1	0.36%	Increased
593	I2I Insight 2811 Inc Chicago, Illinois	$1.51M	-$219K	2	0.71%	Reduced
594	Dynamic Advisor Solutions Phoenix, Arizona	$1.51M	+$163K	1	0.76%	Increased
595	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$1.5M	-$31.3K	1	0.04%	Reduced
596	FIM Freedom Investment Management Hartford, Connecticut	$1.5M	+$576K	4	0.17%	Increased
597	FP Foundry Partners Minneapolis, Minnesota	$1.47M	+$230K	1	0.12%	Increased
598	Clark Capital Management Group Philadelphia, Pennsylvania	$1.47M	+$136K	2	0.13%	Increased
599	CCG Chatham Capital Group Savannah, Georgia	$1.47M	+$35.7K	1	0.43%	Increased
600	Glenmede Trust Philadelphia, Pennsylvania	$1.47M	-$2.37M	6	0.01%	Reduced