← 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
776	Greenleaf Trust Kalamazoo, Michigan	$1.1M	+$74.1K	2	0.02%	Increased
777	TIA Trust Investment Advisors Indianapolis, Indiana	$1.1M	-$40.5K	1	1.21%	Reduced
778	MAG Millrace Asset Group Berwyn, Pennsylvania	$1.1M	+$979K	1	0.84%	New
779	KHCM Kettle Hill Capital Management New York	$1.09M	+$991K	1	0.42%	New
780	HCM Horrell Capital Management Little Rock, Arkansas	$1.09M	+$44.9K	1	0.55%	Increased
781	GC Garde Capital Seattle, Washington	$1.09M	$0	2	0.19%	Maintained
782	NC NewSquare Capital Newtown Square, Pennsylvania	$1.08M	-$12.2K	2	0.22%	Reduced
783	RIM Redwood Investment Management Scottsdale, Arizona	$1.08M	-$119K	1	0.42%	Reduced
784	S SimplyRich Carlsbad, California	$1.07M	$0	1	0.62%	Maintained
785	BUB BBVA USA Bancshares Houston, Texas	$1.06M	-$341K	2	0.07%	Reduced
786	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$1.05M	+$790K	4	0.24%	Increased
787	VF Virtu Financial New York	$1.05M	-$1.51M	3	0.06%	Reduced
788	KIA KCM Investment Advisors Greenbrae, California	$1.04M	-$257K	2	0.06%	Reduced
789	NGA Naples Global Advisors Naples, Florida	$1.04M	-$32.9K	1	0.29%	Reduced
790	SMC S. Muoio & Co New York	$1.04M	+$79K	1	0.64%	Increased
791	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$1.04M	+$203K	2	0.1%	Increased
792	Boothbay Fund Management New York	$1.03M	-$615K	4	0.09%	Reduced
793	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$1.02M	+$975K	1	0.86%	New
794	ET Equitable Trust Nashville, Tennessee	$1.01M	+$1.03M	2	0.13%	New
795	Thompson Siegel & Walmsley Richmond, Virginia	$1.01M	-$68K	2	0.01%	Reduced
796	BPM Bowling Portfolio Management Cincinnati, Ohio	$1.01M	+$1.05M	1	0.14%	New
797	PTC Petrus Trust Company Dallas, Texas	$1.01M	+$425K	4	0.21%	Increased
798	Montag & Associates Atlanta, Georgia	$1M	-$1.08M	1	0.1%	Reduced
799	Tiedemann Advisors New York	$985K	+$652K	1	0.06%	Increased
800	CC ClearArc Capital Cincinnati, Ohio	$983K	-$17.5K	3	0.14%	Reduced