← 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
726	DSC Duncker Streett & Co St. Louis, Missouri	$762K	+$794K	3	0.29%	New
727	Diversified Trust Memphis, Tennessee	$760K	+$745K	1	0.09%	New
728	E. Ohman J:or Asset Management Stockholm, Sweden	$759K	+$772K	3	0.21%	New
729	CPIM Columbia Partners Investment Management Alexandria, Virginia	$757K	+$714K	1	0.04%	New
730	TFA Transamerica Financial Advisors St. Petersburg, Florida	$757K	+$792K	2	0.12%	New
731	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$755K	+$737K	2	0.18%	New
732	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$748K	+$744K	1	0.09%	New
733	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$744K	+$782K	1	0.54%	New
734	Old National Bancorp Evansville, Indiana	$738K	+$737K	2	0.08%	New
735	GF Gerstein Fisher New York	$733K	+$745K	2	0.18%	New
736	Verition Fund Management Greenwich, Connecticut	$733K	+$762K	2	0.13%	New
737	People's United Financial Bridgeport, Connecticut	$732K	+$766K	3	0.05%	New
738	CCM Compton Capital Management Providence, Rhode Island	$727K	+$717K	1	0.45%	New
739	Lazard Asset Management New York	$725K	+$688K	2	0%	New
740	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$725K	+$712K	3	0.71%	New
741	LMAM Legg Mason Asset Management Tokyo, Japan	$723K	+$681K	1	0.39%	New
742	AL Airain Ltd St. Peter Port, Guernsey	$722K	+$684K	1	0.11%	New
743	CC Courier Capital Buffalo, New York	$707K	+$704K	1	0.18%	New
744	UAM UAS Asset Management New York	$706K	+$702K	1	0.49%	New
745	CAM Chesapeake Asset Management New York	$705K	+$693K	1	0.51%	New
746	LRPA L. Roy Papp & Associates Phoenix, Arizona	$703K	+$740K	1	0.17%	New
747	NAM NorthCoast Asset Management Greenwich, Connecticut	$703K	+$717K	1	0.05%	New
748	BAM Burnham Asset Management New York	$701K	+$698K	1	0.18%	New
749	GCT Galaxy Capital Trading Road Town, British Virgin Islands	$701K	+$724K	1	0.6%	New
750	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$688K	+$675K	1	1.08%	New