← 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
651	Carlyle Group Washington, District of Columbia	$3.67M	$0	1	0.35%	Maintained
652	Concentric Capital Strategies Stamford, Connecticut	$3.64M	+$2.73M	1	0.18%	Increased
653	Prime Capital Investment Advisors Overland Park, Kansas	$3.64M	-$897K	1	0.05%	Reduced
654	Savant Capital Rockford, Illinois	$3.64M	-$337K	8	0.04%	Reduced
655	Scotia Capital Toronto, Ontario, Canada	$3.62M	+$245K	3	0.02%	Increased
656	Group One Trading Chicago, Illinois	$3.61M	+$2.9M	5	0.01%	Increased
657	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$3.61M	-$10.4K	5	0.09%	Reduced
658	Insight Wealth Strategies San Ramon, California	$3.6M	+$413K	1	0.51%	Increased
659	Vontobel Holding Zurich, Switzerland	$3.58M	-$2.27M	5	0.01%	Reduced
660	Kestra Private Wealth Services Austin, Texas	$3.56M	+$350K	4	0.07%	Increased
661	Pekin Hardy Strauss Chicago, Illinois	$3.55M	-$43.8K	1	0.49%	Reduced
662	IQ EQ Fund Management Dublin 2, Ireland	$3.53M	-$636K	1	0.4%	Reduced
663	LCG Lisanti Capital Growth New York	$3.48M	-$3.48M	1	0.84%	Reduced
664	L2 Asset Management Wayland, Massachusetts	$3.47M	-$455K	1	1.05%	Reduced
665	GIS Graphene Investments SAS Paris, France	$3.46M	+$648K	1	2.17%	Increased
666	FRM Fox Run Management Greenwich, Connecticut	$3.45M	+$1.26M	3	0.65%	Increased
667	Point72 Hong Kong Hong Kong	$3.41M	+$2.59M	4	0.2%	Increased
668	First Hawaiian Bank Honolulu, Hawaii	$3.36M	-$202K	2	0.11%	Reduced
669	I InceptionR Lafayette, California	$3.34M	+$1.9M	5	0.94%	Increased
670	Cohen & Steers New York	$3.34M	+$3.38M	1	0.01%	New
671	Ossiam Paris, France	$3.32M	-$10.3M	4	0.06%	Reduced
672	GYL Financial Synergies West Hartford, Connecticut	$3.31M	-$219K	1	0.26%	Reduced
673	Liberty One Investment Management Libertyville, Illinois	$3.29M	+$525K	1	0.37%	Increased
674	Redwood Investment Management Scottsdale, Arizona	$3.27M	-$350K	2	0.28%	Reduced
675	CRWM Castle Rock Wealth Management Walnut Creek, California	$3.26M	-$562	2	0.82%	Reduced