← 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
1251	CMP Coston McIsaac & Partners Bar Harbor, Maine	$241K	-$56K	3	0.05%	Reduced
1252	RS Rakuten Securities Tokyo, Japan	$241K	+$194K	5	0.06%	Increased
1253	LA LVW Advisors Pittsford, New York	$240K	-$345K	1	0.02%	Reduced
1254	Hudson Bay Capital Management Stamford, Connecticut	$240K	-$314K	1	0%	Reduced
1255	AFW Atlantic Family Wealth Coral Gables, Florida	$238K	+$194K	1	0.15%	New
1256	SNS Financial Group Minneapolis, Minnesota	$237K	+$194K	1	0%	New
1257	CH Cromwell Holdings Jackson, Wyoming	$237K	+$1.02K	8	0.11%	Increased
1258	KFS Keynote Financial Services Vernon, Connecticut	$237K	$0	1	0.11%	Maintained
1259	One Capital Management Westlake Village, California	$236K	$0	1	0.01%	Maintained
1260	Sapient Capital Indianapolis, Indiana	$236K	-$246K	1	0%	Reduced
1261	TWM TSA Wealth Management Houston, Texas	$236K	+$220K	1	0.07%	New
1262	MCA MSH Capital Advisors Scottsdale, Arizona	$236K	+$192K	1	0.04%	New
1263	FC Farringdon Capital London, United Kingdom	$235K	-$778K	1	0.12%	Reduced
1264	DC Diametric Capital Boston, Massachusetts	$235K	-$13K	1	0.02%	Reduced
1265	IF IRON Financial Northbrook, Illinois	$234K	+$16.3K	1	0.1%	Increased
1266	OL Optas LLC Austin, Texas	$234K	-$308K	1	0.03%	Reduced
1267	Farmers & Merchants Investments Inc Lincoln, Nebraska	$232K	-$1.45K	9	0.01%	Reduced
1268	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$232K	+$189K	1	0.01%	New
1269	WCM Weik Capital Management Wyomissing, Pennsylvania	$231K	-$129K	1	0.09%	Reduced
1270	Caisse Des Depots Et Consignations Paris, France	$231K	+$386K	1	0%	New
1271	WC Woodstock Corp Boston, Massachusetts	$230K	$0	1	0.02%	Maintained
1272	MSL Mackay Shields LLC New York	$230K	$0	1	0.01%	Maintained
1273	MGO One Seven Beachwood, Ohio	$229K	-$97.6K	1	0%	Reduced
1274	RAM Ramirez Asset Management New York	$228K	$0	1	0.02%	Maintained
1275	GAMA Graticule Asia Macro Advisors New York	$227K	+$185K	1	0.02%	New