← 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
751	JMH J.M. Hartwell New York	$805K	$0	1	0.17%	Maintained
752	CAPTRUST Financial Advisors Raleigh, North Carolina	$793K	+$859K	2	0.1%	New
753	KB Kimelman & Baird New York	$787K	$0	1	0.12%	Maintained
754	Steward Partners Investment Advisory New York	$787K	+$574K	6	0.09%	Increased
755	BFIM Beese Fulmer Investment Management Canton, Ohio	$786K	-$9.21K	1	0.19%	Reduced
756	OLA Oliver Luxxe Assets Gladstone, New Jersey	$769K	+$786K	1	0.5%	New
757	PWS Peloton Wealth Strategists Indianapolis, Indiana	$764K	-$152K	1	0.59%	Reduced
758	CAM Chesapeake Asset Management New York	$759K	+$22.9K	1	0.72%	Increased
759	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$757K	-$15.5K	2	0.1%	Reduced
760	RC Roundview Capital Princeton, New Jersey	$747K	+$373K	2	0.22%	Increased
761	Conning Inc Hartford, Connecticut	$743K	-$6.56K	2	0.03%	Reduced
762	LRPA L. Roy Papp & Associates Phoenix, Arizona	$742K	-$11.5K	1	0.16%	Reduced
763	WhitTier Trust Company Reno, Nevada	$742K	+$88.6K	4	0.07%	Increased
764	JWBC J.W. Burns & Co Dewitt, New York	$736K	+$10.6K	2	0.2%	Increased
765	AIM Acrospire Investment Management Chicago, Illinois	$733K	+$95.7K	10	0.69%	Increased
766	Caprock Group Boise, Idaho	$733K	+$11.3K	2	0.16%	Increased
767	TC TFS Capital West Chester, Pennsylvania	$732K	+$768K	1	0.29%	New
768	WI WrapManager Inc Mill Valley, California	$730K	+$67K	2	0.25%	Increased
769	SCA Snowden Capital Advisors New York	$727K	+$258K	2	0.14%	Increased
770	HA Hamel Associates Chatham, New Jersey	$720K	-$1.23M	1	0.36%	Reduced
771	VIA Virtus Investment Advisers Hartford, Connecticut	$720K	-$41.4K	2	0.07%	Reduced
772	LA Lucus Advisors New York	$715K	+$339K	2	0.96%	Increased
773	WAM Weatherly Asset Management Del Mar, California	$714K	+$202K	2	0.2%	Increased
774	Graham Capital Management Rowayton, Connecticut	$712K	+$515K	1	0.02%	New
775	Cullen/Frost Bankers San Antonio, Texas	$709K	+$201K	1	0.02%	Increased