← 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	LSC Lyon Street Capital Sausalito, California	$952K	-$562K	1	1.91%	Reduced
827	SMC S. Muoio & Co New York	$946K	$0	1	1.16%	Maintained
828	CI Investments Inc Toronto, Ontario, Canada	$943K	+$513K	2	0.01%	Increased
829	RIM Rampart Investment Management Hartford, Connecticut	$942K	+$416K	4	0.16%	Increased
830	ALPS Advisors Denver, Colorado	$937K	-$96.7K	4	0.01%	Reduced
831	SignatureFD Atlanta, Georgia	$937K	-$131K	10	0.06%	Reduced
832	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$935K	+$833K	2	1.41%	Increased
833	AT Arden Trust Wilmington, Delaware	$934K	-$178K	2	0.17%	Reduced
834	ED Exane Derivatives Paris, France	$926K	+$888K	2	0.25%	Increased
835	Shelton Capital Management Denver, Colorado	$895K	$0	1	0.05%	Maintained
836	Luther King Capital Management (LKCM) Fort Worth, Texas	$892K	-$1.21M	1	0.01%	Reduced
837	Integrated Wealth Concepts Waltham, Massachusetts	$891K	+$620K	2	0.06%	Increased
838	EULAV Asset Management Sarasota, Florida	$890K	+$1.47K	1	0.03%	Increased
839	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$878K	-$1.19M	1	0.43%	Reduced
840	RIM Regent Investment Management Louisville, Kentucky	$878K	-$22.7K	1	0.29%	Reduced
841	SRAM Stone Ridge Asset Management New York	$876K	-$959K	3	0.14%	Reduced
842	JT Jump Trading Chicago, Illinois	$872K	-$176K	2	0.58%	Reduced
843	Cresset Asset Management Chicago, Illinois	$869K	+$387K	2	0.02%	Increased
844	NFG Next Financial Group Houston, Texas	$868K	-$236K	3	0.1%	Reduced
845	First Allied Advisory Services San Diego, California	$866K	-$364K	2	0.03%	Reduced
846	Jupiter Investment Management London, United Kingdom	$858K	+$25.5K	1	0.01%	Increased
847	Illinois Municipal Retirement Fund Oak Brook, Illinois	$856K	-$52.4K	1	0.36%	Reduced
848	CF CNA Financial Chicago, Illinois	$852K	+$732K	2	0.34%	New
849	GA Gagnon Advisors New York	$850K	$0	1	0.61%	Maintained
850	WP WealthSource Partners San Luis Obispo, California	$849K	+$2.45K	1	0.12%	Increased