← 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	MAM Meeder Asset Management Dublin, Ohio	$699K	-$3.86K	1	0.06%	Reduced
727	I IberiaBank Lafayette, Louisiana	$695K	-$903K	1	0.31%	Reduced
728	Soros Fund Management New York	$687K	+$722K	1	0.01%	New
729	KB Kimelman & Baird New York	$681K	+$686K	1	0.13%	New
730	IEFM IQ EQ Fund Management Dublin 2, Ireland	$676K	$0	1	0.12%	Maintained
731	Laurion Capital Management New York	$676K	+$350K	2	0.01%	Increased
732	TIA Trust Investment Advisors Indianapolis, Indiana	$671K	-$17K	1	0.81%	Reduced
733	ICOA Investment Centers of America Bismarck, North Dakota	$668K	-$7.67K	1	0.09%	Reduced
734	LCM Logan Capital Management Newtown Square, Pennsylvania	$662K	-$10.2K	1	0.05%	Reduced
735	ECM Endurant Capital Management San Mateo, California	$661K	-$777K	1	0.22%	Reduced
736	CI Constellation Investments Montgomery, Ohio	$659K	+$8.21K	2	0.12%	Increased
737	JSAM J. Safra Asset Management New York	$654K	+$687K	1	0.5%	New
738	WA WealthTrust Axiom Wayne, Pennsylvania	$652K	-$47.1K	3	0.26%	Reduced
739	GIM Grassi Investment Management Santa Clara, California	$649K	+$632K	1	0.13%	New
740	Park National Corp Newark, Ohio	$644K	-$5.21K	1	0.04%	Reduced
741	Virginia Retirement Systems Richmond, Virginia	$642K	+$10.8K	2	0.01%	Increased
742	IR Invictus RG Hamilton, Bermuda	$638K	+$657K	4	0.61%	New
743	Heritage Investors Management Corp Bethesda, Maryland	$635K	$0	1	0.05%	Maintained
744	Pacer Advisors Malvern, Pennsylvania	$628K	+$635K	3	0.15%	New
745	WP WealthPLAN Partners Omaha, Nebraska	$623K	+$1.67M	3	0.1%	New
746	BOK Financial Tulsa, Oklahoma	$623K	-$148K	2	0.02%	Reduced
747	GA Geneva Advisors Chicago, Illinois	$622K	-$214K	2	0.01%	Reduced
748	SIC Shoker Investment Counsel Oxford, Ohio	$621K	-$15.9K	1	0.62%	Reduced
749	TG TLP Group Evanston, Illinois	$621K	+$648K	2	0.49%	New
750	Horizon Kinetics New York	$604K	-$123K	1	0.01%	Reduced