← 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
551	LA Linden Advisors New York	$3.62M	-$9.5M	2	0.04%	Reduced
552	CCM Chickasaw Capital Management Memphis, Tennessee	$3.6M	-$62.9K	1	0.11%	Reduced
553	Centiva Capital New York	$3.56M	+$3.12M	5	0.17%	New
554	WCM Weld Capital Management New York	$3.56M	+$1.38M	2	0.68%	Increased
555	FIM Freedom Investment Management Hartford, Connecticut	$3.53M	+$676K	7	0.31%	Increased
556	PP Prospector Partners Guilford, Connecticut	$3.53M	$0	1	0.5%	Maintained
557	Perigon Wealth Management San Francisco, California	$3.5M	+$346K	1	0.72%	Increased
558	KRC Kehrs Ridge Capital Holmdel, New Jersey	$3.49M	+$3.27M	1	1.46%	New
559	PGIM Pacific Global Investment Management Glendale, California	$3.47M	-$85.4K	3	0.75%	Reduced
560	MML Investors Services Springfield, Massachusetts	$3.45M	+$414K	3	0.05%	Increased
561	LCG Lisanti Capital Growth New York	$3.44M	+$2.98M	1	0.91%	New
562	CC Cannell & Co New York	$3.41M	-$49.7K	1	0.12%	Reduced
563	WCMNY Westchester Capital Management (New York) Valhalla, New York	$3.4M	$0	1	0.12%	Maintained
564	EI EAM Investors Solana Beach, California	$3.39M	-$1.17M	2	0.75%	Reduced
565	Caption Management Oklahoma City, Oklahoma	$3.38M	+$3.05M	2	0.11%	Increased
566	CIBC Private Wealth Group Atlanta, Georgia	$3.37M	+$705K	3	0.01%	Increased
567	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$3.37M	-$7.36M	3	0.06%	Reduced
568	PC Periscope Capital Toronto, Ontario, Canada	$3.35M	-$8.02M	1	0.4%	Reduced
569	Atria Investments Charlotte, North Carolina	$3.35M	+$1.58M	5	0.09%	Increased
570	CA Continental Advisors Park City, Utah	$3.32M	-$899K	1	1.6%	Reduced
571	Wealthfront Advisers Palo Alto, California	$3.31M	+$119K	3	0.02%	Increased
572	SAM Sompo Asset Management Tokyo, Japan	$3.31M	-$275K	1	0.78%	Reduced
573	EW Evoke Wealth Los Angeles, California	$3.3M	+$751	9	0.42%	Increased
574	SCM Signia Capital Management Spokane, Washington	$3.3M	+$675K	1	3.2%	Increased
575	SNS Financial Group Minneapolis, Minnesota	$3.3M	-$45.2K	1	0.58%	Reduced