← 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
676	RegentAtlantic Capital Morristown, New Jersey	$2.29M	+$187K	3	0.09%	Increased
677	1832 Asset Management Toronto, Ontario, Canada	$2.29M	+$2.29M	1	0.01%	New
678	ACM Argyle Capital Management Center Valley, Pennsylvania	$2.29M	-$121K	2	0.85%	Reduced
679	Ossiam Paris, France	$2.28M	+$1.14M	4	0.08%	Increased
680	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$2.27M	+$260K	1	0.72%	Increased
681	ACMH Andar Capital Management (HK) Hong Kong	$2.26M	+$1.96M	1	1.47%	New
682	Group One Trading Chicago, Illinois	$2.25M	-$3.43M	5	0%	Reduced
683	WCM Wallace Capital Management Dallas, Texas	$2.25M	-$16.5K	1	0.34%	Reduced
684	CK Cohen Klingenstein New York	$2.24M	$0	3	0.11%	Maintained
685	Trexquant Investment Stamford, Connecticut	$2.23M	-$3.99M	3	0.24%	Reduced
686	Summit Financial Wealth Advisors Lafayette, Louisiana	$2.22M	-$32.2K	2	0.61%	Reduced
687	IPW Inlet Private Wealth Jupiter, Florida	$2.2M	$0	1	0.72%	Maintained
688	Stephens Inc Little Rock, Arkansas	$2.2M	-$213K	3	0.04%	Reduced
689	IM Islet Management New York	$2.2M	-$1.14M	1	0.1%	Reduced
690	Redwood Investment Management Scottsdale, Arizona	$2.18M	-$68.5K	2	0.36%	Reduced
691	WCM Weld Capital Management New York	$2.18M	-$538K	1	0.86%	Reduced
692	IIA ICW Investment Advisors Scottsdale, Arizona	$2.18M	-$58.2K	1	1.56%	Reduced
693	Veritable Wilmington, Delaware	$2.16M	-$51.7K	4	0.04%	Reduced
694	AIM Aigen Investment Management New York	$2.16M	-$477K	4	0.28%	Reduced
695	Resources Management Corp West Hartford, Connecticut	$2.15M	+$17.4K	4	0.35%	Increased
696	Advisors Preferred Rockville, Maryland	$2.14M	+$439K	2	0.4%	Increased
697	World Asset Management Detroit, Michigan	$2.14M	-$271K	5	0.2%	Reduced
698	WAOTB Wealth Advisors of Tampa Bay Tampa, Florida	$2.12M	-$28.7K	1	1.47%	Reduced
699	Walleye Trading New York	$2.11M	+$247K	4	0.01%	Increased
700	BPM Bowling Portfolio Management Cincinnati, Ohio	$2.1M	-$455K	2	0.49%	Reduced