← 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
826	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$373K	-$90.6K	1	0.04%	Reduced
827	WA WBH Advisory Baltimore, Maryland	$370K	$0	1	0.15%	Maintained
828	AIM Ada Investment Management New York	$368K	+$351K	1	0.19%	New
829	LPT Legacy Private Trust Neenah, Wisconsin	$367K	-$1.75K	1	0.06%	Reduced
830	LCM Leisure Capital Management Costa Mesa, California	$363K	+$10.1K	1	0.39%	Increased
831	NIMI Natixis Investment Managers International Paris, France	$353K	-$281K	1	0.05%	Reduced
832	MCM Murphy Capital Management Bedminster, New Jersey	$351K	$0	1	0.06%	Maintained
833	NCA NCM Capital Advisers Durham, North Carolina	$350K	-$853K	1	1.03%	Reduced
834	Laurion Capital Management New York	$349K	-$180K	1	0%	Reduced
835	SIG Schooner Investment Group Wayne, Pennsylvania	$349K	-$155K	2	0.25%	Reduced
836	PAM Palisade Asset Management Minneapolis, Minnesota	$338K	$0	1	0.08%	Maintained
837	JC Jacobs & Co San Francisco, California	$336K	$0	1	0.09%	Maintained
838	CT Coastline Trust Providence, Rhode Island	$334K	+$7.75K	1	0.08%	Increased
839	BAM Bruderman Asset Management Locust Valley, New York	$332K	-$12.9K	3	0.13%	Reduced
840	Buckingham Strategic Wealth Clayton, Missouri	$332K	-$315K	1	0.12%	Reduced
841	CA Cambridge Advisors Omaha, Nebraska	$332K	-$47.4K	1	0.2%	Reduced
842	MICM Matthews International Capital Management San Francisco, California	$331K	+$350K	1	0.01%	New
843	SFM Signet Financial Management Parsippany, New Jersey	$331K	$0	1	0.08%	Maintained
844	CL CSS LLC Chicago, Illinois	$329K	+$110K	1	0.02%	Increased
845	FineMark National Bank & Trust Fort Myers, Florida	$327K	-$21.4K	5	0.04%	Reduced
846	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$326K	$0	1	0.34%	Maintained
847	CCM Canal Capital Management Richmond, Virginia	$321K	$0	1	0.32%	Maintained
848	DSI Daiwa SB Investments Tokyo, Japan	$320K	-$10M	2	0.07%	Reduced
849	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$320K	$0	1	0.2%	Maintained
850	POA Pergamon Offshore Advisors New York	$319K	-$291K	1	0.35%	Reduced