← 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
601	Wilmington Trust Wilmington, Delaware	$1.66M	-$340K	2	0.03%	Reduced
602	Cullen/Frost Bankers San Antonio, Texas	$1.64M	-$58.8K	1	0.07%	Reduced
603	CEP Chicago Equity Partners Chicago, Illinois	$1.63M	-$5.03M	2	0.04%	Reduced
604	BOK Financial Tulsa, Oklahoma	$1.63M	-$809K	4	0.05%	Reduced
605	SFP Santa Fe Partners Santa Fe, New Mexico	$1.63M	-$3M	2	0.23%	Reduced
606	CG Clinton Group New York	$1.6M	+$1.28M	3	0.59%	Increased
607	AWCI Alpine Woods Capital Investors Purchase, New York	$1.59M	$0	3	0.09%	Maintained
608	Virginia Retirement Systems Richmond, Virginia	$1.59M	+$811K	3	0.03%	Increased
609	Jasper Ridge Partners Menlo Park, California	$1.59M	$0	1	0.1%	Maintained
610	Boston Financial Management Boston, Massachusetts	$1.58M	+$39.6K	1	0.21%	Increased
611	DILH Dai-ichi Life Holdings Tokyo, Japan	$1.58M	-$85.4K	4	0.05%	Reduced
612	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.56M	-$79.7K	1	1.28%	Reduced
613	OIM Opus Investment Management Worcester, Massachusetts	$1.55M	$0	1	0.36%	Maintained
614	Hancock Whitney Gulfport, Mississippi	$1.55M	+$1.11M	3	0.06%	Increased
615	HAM Highstreet Asset Management London, Ontario, Canada	$1.55M	+$1.5M	1	0.34%	New
616	RB Rodgers Brothers Harmony, Pennsylvania	$1.55M	+$231K	1	0.75%	Increased
617	Coldstream Capital Management Bellevue, Washington	$1.54M	+$43.8K	1	0.5%	Increased
618	PCP Perimeter Capital Partners Atlanta, Georgia	$1.54M	-$449K	1	0.77%	Reduced
619	CC Cipher Capital New York	$1.53M	+$7.65K	2	0.67%	Increased
620	BRCM Bright Rock Capital Management Hanover, Massachusetts	$1.52M	$0	1	0.77%	Maintained
621	HCA Horan Capital Advisors Cincinnati, Ohio	$1.52M	+$119K	1	1.46%	Increased
622	SFT Simmons First Trust Pine Bluff, Arkansas	$1.51M	+$840K	1	0.48%	Increased
623	SI SII Investments Appleton, Wisconsin	$1.51M	+$32.3K	2	0.28%	Increased
624	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$1.5M	$0	4	0.37%	Maintained
625	BAS Brown Advisory Securities Baltimore, Maryland	$1.47M	-$30.7K	1	0.58%	Reduced