← 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
576	MML Investors Services Springfield, Massachusetts	$2.69M	+$1.69M	3	0.04%	Increased
577	CCG Cypress Capital Group Palm Beach, Florida	$2.67M	-$777K	2	0.55%	Reduced
578	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.65M	+$1.12M	4	0.18%	Increased
579	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$2.62M	+$54K	1	1.43%	Increased
580	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.6M	-$5.16K	2	0.13%	Reduced
581	AEGON Asset Management (UK) Edinburgh, United Kingdom	$2.57M	-$85.3M	2	0.07%	Reduced
582	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2.55M	+$157K	8	0.16%	Increased
583	LMR Partners London, United Kingdom	$2.54M	+$2.69M	2	0.13%	New
584	Marsico Capital Management Denver, Colorado	$2.54M	+$2.52M	1	0.09%	New
585	3C 361 Capital Denver, Colorado	$2.53M	+$223K	2	0.44%	Increased
586	ACM Argyle Capital Management Center Valley, Pennsylvania	$2.52M	-$45.8K	2	0.97%	Reduced
587	Capital Investment Advisors Atlanta, Georgia	$2.5M	+$693K	1	0.15%	Increased
588	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$2.47M	-$136K	3	0.05%	Reduced
589	Tower Research Capital (TRC) New York	$2.46M	+$1.5M	12	0.15%	Increased
590	Steward Partners Investment Advisory New York	$2.45M	+$720K	4	0.1%	Increased
591	Oppenheimer & Co New York	$2.44M	-$676K	4	0.07%	Reduced
592	CPO Cerity Partners OCIO New York	$2.43M	+$1.74M	1	0.14%	Increased
593	PIA Piedmont Investment Advisors Durham, North Carolina	$2.42M	+$305K	5	0.1%	Increased
594	FIA FNY Investment Advisers New York	$2.42M	+$1.47M	4	0.83%	Increased
595	Eagle Global Advisors Houston, Texas	$2.37M	$0	1	0.09%	Maintained
596	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$2.37M	+$505K	4	0.43%	Increased
597	CIBC Private Wealth Group Atlanta, Georgia	$2.33M	+$602K	2	0.01%	Increased
598	Eagle Asset Management St Petersburg, Florida	$2.31M	-$30.9M	1	0.01%	Reduced
599	HR Howe & Rusling Rochester, New York	$2.3M	+$1.9M	3	0.4%	Increased
600	CI Cavalier Investments Alpharetta, Georgia	$2.3M	-$65K	2	0.94%	Reduced