← 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
651	CBB Citizens Business Bank Ontario, California	$1.17M	+$1.31M	2	0.23%	New
652	CL CSS LLC Chicago, Illinois	$1.17M	+$574K	1	0.06%	Increased
653	AMI Amica Mutual Insurance Providence, Rhode Island	$1.16M	$0	1	0.09%	Maintained
654	GIM Guardian Investment Management Tiburon, California	$1.16M	$0	1	1.34%	Maintained
655	TIA Trust Investment Advisors Indianapolis, Indiana	$1.16M	+$36.2K	1	1.16%	Increased
656	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$1.14M	+$614K	1	0.23%	Increased
657	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$1.13M	+$60.7K	1	0.62%	Increased
658	Homrich & Berg Atlanta, Georgia	$1.12M	+$14.2K	1	0.15%	Increased
659	abrdn Investment Management Edinburgh, United Kingdom	$1.12M	-$566K	2	0.01%	Reduced
660	MC Menta Capital San Francisco, California	$1.11M	+$1.1M	1	0.33%	New
661	SIM Spark Investment Management New York	$1.11M	-$900K	2	0.17%	Reduced
662	First Allied Advisory Services San Diego, California	$1.1M	-$387K	2	0.08%	Reduced
663	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$1.09M	+$660K	2	1.85%	Increased
664	DL Delta Lloyd Amsterdam, Netherlands	$1.08M	-$274K	3	0.04%	Reduced
665	Jensen Investment Management Lake Oswego, Oregon	$1.07M	+$223K	2	0.02%	Increased
666	NSAA Noroian Steven A & Associates Lafayette, California	$1.06M	$0	1	3.59%	Maintained
667	ANRIA American National Registered Investment Advisor Galveston, Texas	$1.05M	-$4.61K	2	0.53%	Reduced
668	Norinchukin Bank Tokyo, Japan	$1.04M	+$98.9K	2	0.03%	Increased
669	Pinnacle Associates New York	$1.04M	+$697K	2	0.02%	Increased
670	LBC Lowe Brockenbrough & Co Richmond, Virginia	$1.03M	+$745K	2	0.17%	Increased
671	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$1.03M	+$811K	3	0.03%	Increased
672	AIC Aurora Investment Counsel Atlanta, Georgia	$1.03M	+$59.1K	1	0.66%	Increased
673	G GlobalBridge Minneapolis, Minnesota	$1.02M	-$597K	2	0.48%	Reduced
674	CIM Calvert Investment Management Bethesda, Maryland	$1.02M	+$172K	2	0.07%	Increased
675	Klingenstein Fields & Co New York	$1.02M	-$3.51M	1	0.05%	Reduced