← 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	KC Kepos Capital New York	$2.57M	-$3.53M	1	0.24%	Reduced
627	SRAM Stone Ridge Asset Management New York	$2.55M	-$210K	5	0.15%	Reduced
628	Daiwa Securities Group Tokyo, Japan	$2.55M	-$38.9K	4	0.02%	Reduced
629	Central Trust Company Jefferson City, Missouri	$2.52M	-$162K	4	0.13%	Reduced
630	RIM Redpoint Investment Management Sydney, NSW, Australia	$2.51M	+$161K	4	0.12%	Increased
631	CCG Cypress Capital Group Palm Beach, Florida	$2.51M	-$102K	2	0.45%	Reduced
632	MAM Meeder Asset Management Dublin, Ohio	$2.49M	+$997K	11	0.15%	Increased
633	ACM Argyle Capital Management Center Valley, Pennsylvania	$2.47M	-$433K	2	0.88%	Reduced
634	Putnam Investments Boston, Massachusetts	$2.47M	+$2.44M	2	0.01%	New
635	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$2.44M	+$54.9K	2	0.59%	Increased
636	GIA GHP Investment Advisors Denver, Colorado	$2.43M	+$82.9K	1	0.26%	Increased
637	AAM Ascension Asset Management New York	$2.43M	$0	1	2.1%	Maintained
638	Commerzbank Aktiengesellschaft Frankfurt, Germany	$2.42M	-$5.36M	3	0.02%	Reduced
639	AR Advisory Research Chicago, Illinois	$2.41M	+$597K	1	0.11%	Increased
640	Oppenheimer & Co New York	$2.41M	-$91.3K	3	0.06%	Reduced
641	RIM Redwood Investment Management Scottsdale, Arizona	$2.4M	-$4.03M	2	0.6%	Reduced
642	IB Intrust Bank Wichita, Kansas	$2.39M	+$27.2K	2	0.55%	Increased
643	HR Howe & Rusling Rochester, New York	$2.39M	-$293K	4	0.4%	Reduced
644	Cetera Advisor Networks El Segundo, California	$2.38M	-$19.8K	3	0.06%	Reduced
645	BOK Financial Tulsa, Oklahoma	$2.37M	-$171K	3	0.05%	Reduced
646	RSS Rosenblum Silverman Sutton San Francisco, California	$2.37M	+$2.18M	1	0.86%	New
647	CWM Cordatus Wealth Management Newtown, Pennsylvania	$2.36M	-$17.2K	1	1.17%	Reduced
648	Prospera Financial Services Dallas, Texas	$2.36M	+$2.19M	1	0.18%	New
649	RA Rational Advisors Huntington, New York	$2.36M	+$2.16M	3	1.11%	Increased
650	Curi RMB Capital Chicago, Illinois	$2.36M	+$1.88M	1	0.07%	Increased