← 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
676	SLG Stanley-Laman Group Berwyn, Pennsylvania	$905K	+$32.6K	1	0.18%	Increased
677	NSIM North Star Investment Management Chicago, Illinois	$903K	$0	3	0.19%	Maintained
678	Dynamic Advisor Solutions Phoenix, Arizona	$900K	-$49K	1	0.45%	Reduced
679	ARC Absolute Return Capital Boston, Massachusetts	$885K	-$5.91M	1	0.06%	Reduced
680	CK Cohen Klingenstein New York	$879K	$0	2	0.17%	Maintained
681	FM Foster & Motley Cincinnati, Ohio	$871K	+$347K	1	0.2%	Increased
682	MSI Financial Services Springfield, Massachusetts	$848K	+$21.2K	7	0.07%	Increased
683	GA Geneva Advisors Chicago, Illinois	$835K	-$173K	3	0.02%	Reduced
684	RHBC R.H. Bluestein & Co Birmingham, Michigan	$830K	-$211K	2	0.06%	Reduced
685	Simplex Trading Chicago, Illinois	$830K	-$1.89M	6	0.06%	Reduced
686	BAM Burnham Asset Management New York	$829K	-$21.6K	1	0.22%	Reduced
687	NG Northstar Group New York	$825K	-$27.1K	1	0.67%	Reduced
688	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$825K	-$4.08K	1	0.97%	Reduced
689	Quadrature Capital London, United Kingdom	$816K	+$210K	1	0.27%	Increased
690	Burney Company Reston, Virginia	$813K	$0	2	0.06%	Maintained
691	CCS Crosspoint Capital Strategies Orinda, California	$811K	-$442K	2	0.94%	Reduced
692	First Eagle Investment Management New York	$801K	$0	1	0%	Maintained
693	Conning Inc Hartford, Connecticut	$799K	-$369K	2	0.04%	Reduced
694	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$795K	$0	1	0.11%	Maintained
695	Moneta Group Investment Advisors St Louis, Missouri	$795K	+$216K	1	0.22%	Increased
696	OIA Optimum Investment Advisors Chicago, Illinois	$794K	+$851K	1	0.32%	New
697	Laird Norton Wetherby Wealth Management San Francisco, California	$791K	+$63.4K	2	0.2%	Increased
698	BFIM Beese Fulmer Investment Management Canton, Ohio	$786K	-$50.9K	1	0.26%	Reduced
699	CHC City Holding Co Charleston, West Virginia	$779K	-$16.1K	1	0.43%	Reduced
700	PC Palo Capital Newport Beach, California	$774K	+$52.5K	1	0.67%	Increased