← 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
951	BUB BBVA USA Bancshares Houston, Texas	$205K	-$304K	1	0.01%	Reduced
952	Douglass Winthrop Advisors New York	$205K	-$5.46K	1	0.02%	Reduced
953	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$203K	$0	1	0.03%	Maintained
954	AP Advisor Partners Walnut Creek, California	$203K	+$196K	1	0.09%	New
955	GIS Guardian Investor Services New York	$203K	$0	2	0.16%	Maintained
956	NPC National Planning Corporation El Segundo, California	$202K	-$209K	1	0.02%	Reduced
957	Lincoln National Corp Radnor, Pennsylvania	$201K	+$195K	1	0.02%	New
958	TCOV Trust Company of Vermont Brattleboro, Vermont	$185K	-$42.6K	3	0.03%	Reduced
959	RCM Rotella Capital Management Bellevue, Washington	$174K	+$256K	2	0.15%	New
960	Weiss Multi-Strategy Advisers New York	$172K	-$16.3K	1	0.01%	Reduced
961	EMG Ellington Management Group Old Greenwich, Connecticut	$168K	+$356K	1	0.03%	New
962	RAM RWC Asset Management London, United Kingdom	$168K	$0	1	0.01%	Maintained
963	PCM Prentice Capital Management Greenwich, Connecticut	$166K	-$22.3K	1	0.34%	Reduced
964	Shinko Asset Management Company Tokyo, Japan	$155K	+$2.96K	3	0%	Increased
965	Fuller & Thaler Asset Management San Mateo, California	$153K	-$107K	1	0%	Reduced
966	RTW Investments New York	$148K	$0	1	0.07%	Maintained
967	TA Teton Advisors Rye, New York	$148K	$0	1	0.01%	Maintained
968	Avior Wealth Management Omaha, Nebraska	$147K	$0	1	0.11%	Maintained
969	MCF Advisors Covington, Kentucky	$147K	$0	1	0.04%	Maintained
970	Chicago Partners Investment Group Chicago, Illinois	$146K	+$992	1	0.06%	Increased
971	ClearBridge Investments New York	$145K	-$77.3K	2	0%	Reduced
972	TNB Thomasville National Bank Thomasville, Georgia	$144K	+$139K	2	0.05%	New
973	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$141K	-$3.83K	2	0.09%	Reduced
974	TFO Tarbox Family Office Newport Beach, California	$137K	-$3.57K	3	0.12%	Reduced
975	GLI Guardian Life Insurance New York	$129K	-$37.6K	2	0.01%	Reduced