← 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
676	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$1.2M	$0	1	0.25%	Maintained
677	DA Denali Advisors San Diego, California	$1.19M	+$1.07M	1	0.2%	Increased
678	Spot Trading Chicago, Illinois	$1.18M	-$133K	4	0.02%	Reduced
679	First Citizens Bank & Trust Raleigh, North Carolina	$1.18M	+$95.2K	3	0.11%	Increased
680	TWI Thomas White International Chicago, Illinois	$1.18M	-$893K	2	0.18%	Reduced
681	CAM Cubic Asset Management Boston, Massachusetts	$1.18M	-$33.9K	1	0.4%	Reduced
682	SMC S. Muoio & Co New York	$1.16M	$0	1	0.55%	Maintained
683	Walleye Trading New York	$1.16M	+$982K	3	0.01%	Increased
684	CHC City Holding Co Charleston, West Virginia	$1.15M	+$250K	1	0.51%	Increased
685	Cullen/Frost Bankers San Antonio, Texas	$1.15M	+$14.5K	1	0.04%	Increased
686	Cornerstone Investment Partners Atlanta, Georgia	$1.15M	$0	1	0.04%	Maintained
687	D.A. Davidson & Co Great Falls, Montana	$1.12M	-$76.7K	6	0.03%	Reduced
688	CS Credential Securities Vancouver,	$1.1M	+$193K	2	0.57%	Increased
689	FWSM First Wilshire Securities Management Pasadena, California	$1.09M	-$51.8K	1	0.35%	Reduced
690	Fayez Sarofim & Co Houston, Texas	$1.09M	$0	2	0.01%	Maintained
691	NSIM North Star Investment Management Chicago, Illinois	$1.08M	-$1.88K	4	0.2%	Reduced
692	CTA Colonial Trust Advisors Spartanburg, South Carolina	$1.05M	+$22.9K	1	0.34%	Increased
693	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$1.04M	-$17.2K	1	0.2%	Reduced
694	CK Cohen Klingenstein New York	$1.03M	$0	2	0.19%	Maintained
695	Element Capital Management New York	$1.03M	-$63.1K	1	0.16%	Reduced
696	CC Callan Capital La Jolla, California	$1.02M	-$263K	1	0.42%	Reduced
697	FPCM Financial Partners Capital Management New York	$1.02M	+$117K	1	0.27%	Increased
698	Zacks Investment Management Chicago, Illinois	$1.01M	+$804K	2	0.03%	Increased
699	RHJA Rice Hall James & Associates San Diego, California	$1M	-$18.1M	1	0.06%	Reduced
700	Catalyst Capital Advisors Huntington, New York	$990K	+$155K	2	0.18%	Increased