← 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
1151	LC Lindbrook Capital Calabasas, California	$283K	+$12.4K	9	0.07%	Increased
1152	NICM Neo Ivy Capital Management New York	$283K	-$883K	2	0.32%	Reduced
1153	XM XTX Markets New York	$283K	-$21.4K	1	0.58%	Reduced
1154	CAM Cypress Asset Management Houston, Texas	$282K	$0	1	0.08%	Maintained
1155	Barings Charlotte, North Carolina	$279K	-$4.33M	1	0.01%	Reduced
1156	AA Aufman Associates Sewickley, Pennsylvania	$278K	$0	1	0.25%	Maintained
1157	KA Kovack Advisors Ft. Lauderdale, Florida	$277K	-$111K	1	0.04%	Reduced
1158	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$277K	+$45.7K	1	0.03%	Increased
1159	ICM IMS Capital Management Portland, Oregon	$276K	+$276K	1	0.17%	New
1160	SCM Schnieders Capital Management Pasadena, California	$276K	$0	1	0.09%	Maintained
1161	WCM Weik Capital Management Wyomissing, Pennsylvania	$276K	$0	1	0.12%	Maintained
1162	Tidal Investments Milwaukee, Wisconsin	$274K	+$257K	1	0.02%	New
1163	KIA KCM Investment Advisors Greenbrae, California	$272K	+$437	1	0.01%	Increased
1164	AQR Arbitrage Greenwich, Connecticut	$271K	-$583K	1	0.01%	Reduced
1165	ZCM Zebra Capital Management Stamford, Connecticut	$268K	-$7.95K	1	0.34%	Reduced
1166	HighPoint Advisor Group Downers Grove, Illinois	$266K	+$9.97K	1	0.03%	Increased
1167	CH Canton Hathaway Providence, Rhode Island	$265K	$0	1	0.09%	Maintained
1168	DWP Destiny Wealth Partners Tavares, Florida	$264K	+$247K	1	0.06%	New
1169	Venture Visionary Partners Sylvania, Ohio	$263K	+$263K	1	0.03%	New
1170	AA AlphaCentric Advisors San Juan, Puerto Rico	$262K	+$242K	2	0.11%	New
1171	MSR Main Street Research Lakeville, Connecticut	$260K	+$4.39K	1	0.03%	Increased
1172	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$260K	+$240K	1	0.02%	New
1173	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$259K	-$655	1	0.04%	Reduced
1174	RC Roundview Capital Princeton, New Jersey	$259K	-$411K	1	0.04%	Reduced
1175	SB Sunflower Bank Dallas, Texas	$259K	+$243K	1	0.04%	New