← 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
601	CCM Cai Capital Management New York	$1.53M	-$460K	1	0.98%	Reduced
602	GACM Green Arrow Capital Management New York	$1.52M	+$1.73M	1	0.11%	New
603	OIM Opus Investment Management Worcester, Massachusetts	$1.52M	$0	1	0.34%	Maintained
604	Algert Global San Francisco, California	$1.51M	-$489K	2	0.44%	Reduced
605	Lazard Asset Management New York	$1.51M	+$659K	1	0%	Increased
606	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$1.49M	+$1.32M	1	0.3%	New
607	SHA Smith Hayes Advisers Lincoln, Nebraska	$1.49M	+$16.4K	1	0.57%	Increased
608	FHC First Houston Capital Houston, Texas	$1.48M	+$1.49M	1	1.59%	New
609	abrdn Investment Management Edinburgh, United Kingdom	$1.47M	+$15.3K	2	0.01%	Increased
610	Boston Financial Management Boston, Massachusetts	$1.47M	-$430K	1	0.22%	Reduced
611	Davenport & Co Richmond, Virginia	$1.45M	+$266K	2	0.03%	Increased
612	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.45M	+$97.4K	1	1.21%	Increased
613	PWAG Polaris Wealth Advisory Group San Rafael, California	$1.44M	+$1.28M	1	0.45%	New
614	Bridges Investment Management Omaha, Nebraska	$1.44M	+$109K	1	0.36%	Increased
615	Coldstream Capital Management Bellevue, Washington	$1.43M	+$80.7K	1	0.47%	Increased
616	TCM Twin Capital Management Mcmurray, Pennsylvania	$1.4M	-$943K	1	0.15%	Reduced
617	CVM Cheviot Value Management Beverly Hills, California	$1.39M	-$14.9K	1	0.77%	Reduced
618	NCA NCM Capital Advisers Durham, North Carolina	$1.39M	-$390K	1	1.54%	Reduced
619	IUAM Itau USA Asset Management New York	$1.39M	-$882K	1	0.36%	Reduced
620	Commerce Bank Kansas City, Missouri	$1.37M	-$702K	2	0.02%	Reduced
621	F.L. Putnam Investment Management Lynnfield, Massachusetts	$1.37M	-$5.1K	1	0.18%	Reduced
622	TM TigerShark Management New York	$1.37M	+$1.47M	1	1%	New
623	FMA FNY Managed Accounts New York	$1.37M	+$1.24M	2	1.51%	New
624	BOK Financial Tulsa, Oklahoma	$1.36M	-$616K	3	0.05%	Reduced
625	RC Riversville Capital Greenwich, Connecticut	$1.35M	+$1.54M	1	0.74%	New