← 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	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$2.88M	$0	4	0.39%	Maintained
652	Atria Investments Charlotte, North Carolina	$2.88M	+$124K	2	0.05%	Increased
653	Axiom Investors Greenwich, Connecticut	$2.86M	-$332K	1	0.05%	Reduced
654	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$2.85M	+$59.9K	1	1.25%	Increased
655	ALPS Advisors Denver, Colorado	$2.85M	-$1.27M	3	0.03%	Reduced
656	EMG ETF Managers Group Summit, New Jersey	$2.83M	-$2.08M	3	0.05%	Reduced
657	Bessemer Group Woodbridge, New Jersey	$2.82M	+$74.9K	5	0.01%	Increased
658	ECM Everence Capital Management Goshen, Indiana	$2.78M	$0	5	0.23%	Maintained
659	AEGON Asset Management (UK) Edinburgh, United Kingdom	$2.78M	$0	1	0.04%	Maintained
660	FA Friess Associates Greenville, Delaware	$2.78M	-$343K	1	1.17%	Reduced
661	OF Outfitter Financial Brunswick, Maine	$2.76M	+$184K	2	2.17%	Increased
662	ZCM Ziegler Capital Management Chicago, Illinois	$2.75M	+$729K	4	0.1%	Increased
663	IIA ICW Investment Advisors Scottsdale, Arizona	$2.75M	-$2.73K	1	1.78%	Reduced
664	Capital Fund Management (CFM) Paris, France	$2.74M	+$1.97M	2	0.02%	Increased
665	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$2.73M	+$148K	11	0.01%	Increased
666	IndexIQ Advisors New York	$2.72M	+$404K	7	0.09%	Increased
667	Jefferies Group New York	$2.71M	-$2.89M	2	0.02%	Reduced
668	TPCM Three Peaks Capital Management Castle Rock, Colorado	$2.7M	-$619K	1	0.9%	Reduced
669	AIA Affinity Investment Advisors Newport Beach, California	$2.68M	-$19.8K	3	1.2%	Reduced
670	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$2.66M	+$127K	1	0.27%	Increased
671	Fifth Third Bancorp Cincinnati, Ohio	$2.64M	+$304K	10	0.01%	Increased
672	HA HHLR Advisors Grand Cayman, Cayman Islands	$2.63M	+$3.03M	1	0.03%	New
673	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$2.63M	+$1.34M	4	0.86%	Increased
674	DRW Securities Chicago, Illinois	$2.59M	+$2.79M	1	0.11%	New
675	CP Covenant Partners Nashville, Tennessee	$2.59M	-$230K	2	1.02%	Reduced