← 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	Tower Research Capital (TRC) New York	$760K	+$382K	10	0.08%	Increased
727	MSI Financial Services Springfield, Massachusetts	$759K	+$538K	5	0.13%	Increased
728	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$759K	$0	1	0.17%	Maintained
729	Raymond James Trust St. Petersburg, Florida	$759K	+$3.05K	1	0.12%	Increased
730	JAM Jolley Asset Management Rocky Mount, North Carolina	$747K	+$805K	1	0.62%	New
731	GA Geneva Advisors Chicago, Illinois	$746K	-$32.3M	2	0.02%	Reduced
732	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$741K	-$1.14K	3	0.68%	Reduced
733	RIL Rothschild Investment LLC Chicago, Illinois	$727K	+$302K	2	0.11%	Increased
734	RAM Redmond Asset Management Henrico, Virginia	$723K	-$195K	1	0.42%	Reduced
735	Natixis Advisors Boston, Massachusetts	$720K	-$314K	2	0.01%	Reduced
736	LIA LS Investment Advisors Bloomfield Hills, Michigan	$714K	+$204K	3	0.09%	Increased
737	Old National Bancorp Evansville, Indiana	$714K	+$32.3K	2	0.07%	Increased
738	GF Gerstein Fisher New York	$710K	+$57	2	0.15%	Increased
739	GCM Glaxis Capital Management Sarasota, Florida	$698K	+$618K	1	1.4%	New
740	EML Eos Management LP New York	$689K	$0	1	0.42%	Maintained
741	TH Timber Hill Greenwich, Connecticut	$684K	-$2.5M	1	0%	Reduced
742	Park National Corp Newark, Ohio	$682K	-$38.3K	1	0.05%	Reduced
743	GMIM General Motors Investment Management New York	$681K	+$106K	1	0.06%	Increased
744	Mirae Asset Global Investments Seoul, South Korea	$670K	-$1.31M	1	0.03%	Reduced
745	Carnegie Investment Counsel Pepper Pike, Ohio	$669K	-$26.7K	1	0.21%	Reduced
746	CAM Chesapeake Asset Management New York	$666K	-$18.5K	1	0.45%	Reduced
747	MA Marshwinds Advisory St Simons Island, Georgia	$666K	+$56.6K	2	0.38%	Increased
748	DSC Duncker Streett & Co St. Louis, Missouri	$662K	-$173K	3	0.27%	Reduced
749	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$655K	+$114K	6	0.03%	Increased
750	CAM Cubic Asset Management Boston, Massachusetts	$649K	+$741K	1	0.21%	New