← 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	Boston Trust Walden Boston, Massachusetts	$1.45M	-$6.5K	1	0.02%	Reduced
602	GIM Guardian Investment Management Tiburon, California	$1.45M	+$106K	1	1.61%	Increased
603	Calvert Investment Management Bethesda, Maryland	$1.45M	+$111K	3	0.09%	Increased
604	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$1.45M	+$1.4M	1	0.78%	New
605	IberiaBank Lafayette, Louisiana	$1.42M	+$306K	1	0.64%	Increased
606	Tudor Investment Corp Stamford, Connecticut	$1.42M	-$1.53M	3	0.05%	Reduced
607	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$1.4M	-$53.8K	1	0.85%	Reduced
608	Citizens Business Bank Ontario, California	$1.4M	+$44.8K	2	0.25%	Increased
609	Copeland Capital Management Conshohocken, Pennsylvania	$1.39M	-$610K	1	0.09%	Reduced
610	Teacher Retirement System of Texas Austin, Texas	$1.39M	+$3.15K	8	0.01%	Increased
611	PRCM Pine River Capital Management Minnetonka, Minnesota	$1.38M	+$792K	1	0.02%	Increased
612	Naples Global Advisors Naples, Florida	$1.37M	-$3.53K	1	0.65%	Reduced
613	RIM Regent Investment Management Louisville, Kentucky	$1.37M	-$32.8K	1	0.69%	Reduced
614	Amica Mutual Insurance Providence, Rhode Island	$1.36M	$0	1	0.11%	Maintained
615	DSI Daiwa SB Investments Tokyo, Japan	$1.34M	-$14M	2	0.24%	Reduced
616	Smith Salley Wealth Management Greensboro, North Carolina	$1.33M	+$58K	1	0.34%	Increased
617	Twin Tree Management Dallas, Texas	$1.33M	+$1.27M	2	0.03%	New
618	PIA Piedmont Investment Advisors Durham, North Carolina	$1.32M	$0	1	0.08%	Maintained
619	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$1.31M	+$702K	1	0.15%	Increased
620	CIBC World Markets New York	$1.31M	+$30.7K	1	0.08%	Increased
621	Farmers & Merchants Investments Inc Lincoln, Nebraska	$1.3M	+$27.8K	2	0.16%	Increased
622	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.3M	-$7.16K	1	1.17%	Reduced
623	CWM Concert Wealth Management San Jose, California	$1.29M	-$193K	1	0.37%	Reduced
624	NCA NCM Capital Advisers Durham, North Carolina	$1.29M	$0	1	1.74%	Maintained
625	WCM Westend Capital Management Sausalito, California	$1.28M	+$1.19M	1	1.51%	New