← 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	BG Bollard Group Boston, Massachusetts	$1.61M	+$747K	1	0.16%	Increased
602	WFI West Family Investments Carlsbad, California	$1.61M	+$1.57M	1	0.33%	New
603	BAS Brown Advisory Securities Baltimore, Maryland	$1.6M	+$56.3K	1	0.58%	Increased
604	SCM Stonebridge Capital Management Los Angeles, California	$1.59M	+$984K	1	0.6%	Increased
605	CA Continental Advisors Park City, Utah	$1.58M	-$543K	1	0.37%	Reduced
606	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$1.58M	+$3.48K	4	0.36%	Increased
607	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$1.58M	+$526K	1	0.19%	Increased
608	SM Stratton Management King Of Prussia, Pennsylvania	$1.57M	-$39K	1	0.07%	Reduced
609	SI SII Investments Appleton, Wisconsin	$1.56M	+$66.1K	2	0.22%	Increased
610	Virginia Retirement Systems Richmond, Virginia	$1.54M	-$16.1K	3	0.03%	Reduced
611	DCM Dynamic Capital Management St. Helier, Jersey	$1.54M	+$1.13M	3	0.43%	Increased
612	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.53M	-$202K	1	1.35%	Reduced
613	Eagle Global Advisors Houston, Texas	$1.53M	+$263K	1	0.04%	Increased
614	Jasper Ridge Partners Menlo Park, California	$1.52M	$0	1	0.11%	Maintained
615	WhitTier Trust Company Reno, Nevada	$1.52M	+$909	4	0.17%	Increased
616	Marshall Wace London, United Kingdom	$1.51M	-$2.4M	3	0.02%	Reduced
617	I2I Insight 2811 Inc Chicago, Illinois	$1.49M	+$517K	2	0.62%	Increased
618	RB Rodgers Brothers Harmony, Pennsylvania	$1.48M	+$145	1	0.73%	Increased
619	IMS Index Management Solutions Philadelphia, Pennsylvania	$1.47M	+$881K	6	0.18%	Increased
620	DL Delta Lloyd Amsterdam, Netherlands	$1.47M	+$355K	4	0.05%	Increased
621	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$1.46M	+$168K	1	0.28%	Increased
622	Walleye Trading New York	$1.46M	+$681K	3	0.02%	Increased
623	Boston Financial Management Boston, Massachusetts	$1.46M	-$62.3K	1	0.19%	Reduced
624	Cullen/Frost Bankers San Antonio, Texas	$1.45M	-$127K	1	0.06%	Reduced
625	HCA Horan Capital Advisors Cincinnati, Ohio	$1.44M	-$14.2K	1	1.31%	Reduced