← 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
1176	MIM Monashee Investment Management Boston, Massachusetts	$306K	+$317K	1	0.06%	New
1177	LMAM Legg Mason Asset Management Tokyo, Japan	$305K	-$29.4K	1	0.35%	Reduced
1178	HFAS Hummer Financial Advisory Services Chicago, Illinois	$304K	$0	1	0.28%	Maintained
1179	Northeast Financial Consultants Westport, Connecticut	$303K	$0	1	0.02%	Maintained
1180	AIA Group Hong Kong	$301K	+$43.8K	1	0.02%	Increased
1181	CCM Compass Capital Management Minneapolis, Minnesota	$301K	$0	1	0.02%	Maintained
1182	HCM Hollencrest Capital Management Newport Beach, California	$301K	$0	1	0.03%	Maintained
1183	LMR Partners London, United Kingdom	$301K	-$20.1M	1	0%	Reduced
1184	SRC Sage Rhino Capital Menlo Park, California	$301K	$0	1	0.09%	Maintained
1185	Geneos Wealth Management Englewood, Colorado	$300K	+$4.81K	5	0.01%	Increased
1186	Impax Asset Management Group London, United Kingdom	$300K	-$502K	1	0%	Reduced
1187	KCM Kendall Capital Management Rockville, Maryland	$300K	-$42.5K	1	0.16%	Reduced
1188	Covington Capital Management Los Angeles, California	$298K	+$820	4	0.01%	Increased
1189	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$296K	-$65.5K	1	0.08%	Reduced
1190	KCM Kathmere Capital Management Wayne, Pennsylvania	$292K	+$27.1K	1	0.05%	Increased
1191	RFM Royal Fund Management Lady Lake, Florida	$292K	+$292K	1	0.04%	New
1192	SBL Sargent Bickham Lagudis Boulder, Colorado	$292K	$0	4	0.02%	Maintained
1193	Rathbones Group Liverpool, United Kingdom	$290K	-$63.1M	1	0%	Reduced
1194	TSS Two Sigma Securities New York	$289K	+$187K	1	0.01%	Increased
1195	NRI NFP Retirement Inc Aliso Viejo, California	$289K	+$19.4K	1	0.12%	Increased
1196	CCA Checchi Capital Advisers Beverly Hills, California	$288K	-$193K	1	0.03%	Reduced
1197	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$288K	-$132K	1	0.1%	Reduced
1198	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$287K	-$960	1	0.03%	Reduced
1199	CCC Crescent Capital Consulting New Orleans, Louisiana	$286K	$0	4	0.05%	Maintained
1200	OFA Oak Family Advisors Chicago, Illinois	$285K	+$296K	1	0.1%	New