← 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
601	Sanctuary Advisors Indianapolis, Indiana	$4.24M	-$242K	6	0.03%	Reduced
602	Vontobel Holding Zurich, Switzerland	$4.21M	+$897K	5	0.01%	Increased
603	Hudson Bay Capital Management Stamford, Connecticut	$4.21M	+$2.12M	4	0.01%	Increased
604	Mizuho Securities USA New York	$4.21M	-$690K	4	0.09%	Reduced
605	LAM L2 Asset Management Wayland, Massachusetts	$4.21M	+$3.69M	1	0.69%	Increased
606	1M 13D Management New York	$4.18M	-$119K	1	3.81%	Reduced
607	AssetMark Inc Concord, California	$4.15M	+$1.6M	10	0.01%	Increased
608	BCM Brasada Capital Management Houston, Texas	$4.11M	+$71.1K	1	0.7%	Increased
609	JF Jericho Financial Westerville, Ohio	$4.11M	-$59.6K	1	2.71%	Reduced
610	PC Promethos Capital Boston, Massachusetts	$4.08M	$0	1	1.38%	Maintained
611	SI Sapience Investments Newport Beach, California	$4.05M	+$432K	2	2.71%	Increased
612	Bessemer Group Woodbridge, New Jersey	$4.04M	-$1.48M	13	0.01%	Reduced
613	TWM TriaGen Wealth Management Calabasas, California	$4.03M	+$3.72M	1	1.22%	New
614	MIM Meros Investment Management Dallas, Texas	$4.02M	+$854K	1	1.91%	Increased
615	BRCM Bright Rock Capital Management Hanover, Massachusetts	$4M	$0	1	0.81%	Maintained
616	Martingale Asset Management Boston, Massachusetts	$3.99M	-$1.34M	1	0.1%	Reduced
617	AAA Adams Asset Advisors Dallas, Texas	$3.96M	-$575K	1	0.56%	Reduced
618	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$3.96M	+$2.1M	1	0.5%	Increased
619	Jones Financial Companies Des Peres, Missouri	$3.96M	+$838K	16	0%	Increased
620	Davenport & Co Richmond, Virginia	$3.95M	-$1.51M	3	0.02%	Reduced
621	Callan Family Office Radnor, Pennsylvania	$3.94M	+$1.7M	3	0.12%	Increased
622	Kestra Private Wealth Services Austin, Texas	$3.94M	+$700K	4	0.06%	Increased
623	IFP Advisors Tampa, Florida	$3.89M	+$507K	14	0.11%	Increased
624	SteelPeak Wealth Woodland Hills, California	$3.88M	-$203K	1	0.15%	Reduced
625	IEQ Capital Foster City, California	$3.83M	-$7M	6	0.02%	Reduced