← 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
626	QAM Quantres Asset Management Cayman, Cayman Islands	$1.42M	+$1.16M	1	1.57%	Increased
627	M&T Bank Buffalo, New York	$1.41M	-$681K	4	0.06%	Reduced
628	Jensen Investment Management Lake Oswego, Oregon	$1.41M	+$289K	3	0.02%	Increased
629	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.4M	-$38.9K	5	0.12%	Reduced
630	KFS KMS Financial Services Seattle, Washington	$1.39M	+$104K	1	0.2%	Increased
631	TCMG TSP Capital Management Group Summit, New Jersey	$1.39M	+$1.46M	1	0.6%	New
632	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.39M	-$512K	3	0.2%	Reduced
633	GMIM General Motors Investment Management New York	$1.37M	+$803K	2	0.11%	Increased
634	CEI Clark Estates Inc New York	$1.37M	$0	1	0.2%	Maintained
635	Tower Research Capital (TRC) New York	$1.37M	+$1.11M	9	0.18%	Increased
636	LI LMCG Investments Boston, Massachusetts	$1.35M	$0	1	0.03%	Maintained
637	DCM Dinsmore Capital Management Morristown, New Jersey	$1.34M	$0	1	0.51%	Maintained
638	Parallax Volatility Advisers San Francisco, California	$1.33M	+$471K	4	0.01%	Increased
639	Laurion Capital Management New York	$1.32M	+$1.26M	1	0.03%	New
640	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$1.32M	+$36.7K	1	0.25%	Increased
641	Pinnacle Associates New York	$1.31M	+$318K	2	0.03%	Increased
642	MCM Manchester Capital Management Manchester, Vermont	$1.31M	+$985K	4	0.17%	Increased
643	SEI Trust Company Oaks, Pennsylvania	$1.31M	-$646K	2	0.01%	Reduced
644	PAM Princeton Alpha Management Princeton Junction, New Jersey	$1.3M	+$1.33M	2	0.27%	New
645	FNYS First New York Securities New York	$1.29M	+$452K	1	1.33%	Increased
646	Pentwater Capital Management Naples, Florida	$1.28M	-$5.76M	1	0.01%	Reduced
647	CONA Capital One National Association New York	$1.28M	-$1.9M	3	0.12%	Reduced
648	RIM Regent Investment Management Louisville, Kentucky	$1.28M	-$26.4K	1	0.63%	Reduced
649	TIA Trust Investment Advisors Indianapolis, Indiana	$1.26M	-$49.4K	1	1.21%	Reduced
650	QS Investors New York	$1.25M	+$288K	4	0.03%	Increased