← 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
801	SouthState Corp Winter Haven, Florida	$528K	+$525K	1	0.11%	New
802	RIA Rushmore Investment Advisors Plano, Texas	$527K	+$520K	1	0.11%	New
803	RIL Rothschild Investment LLC Chicago, Illinois	$524K	+$512K	2	0.09%	New
804	GC Gruss & Co West Palm Beach, Florida	$522K	+$513K	1	0.66%	New
805	LSA L & S Advisors Los Angeles, California	$521K	+$518K	1	0.25%	New
806	MVP Missouri Valley Partners St. Louis, Missouri	$518K	+$509K	1	0.2%	New
807	FIM Freedom Investment Management Hartford, Connecticut	$517K	+$527K	1	0.18%	New
808	ACI Advance Capital I Southfield, Michigan	$514K	+$541K	1	0.25%	New
809	Clifford Swan Investment Counsel Pasadena, California	$513K	+$508K	2	0.04%	New
810	MC Menta Capital San Francisco, California	$505K	+$506K	2	0.32%	New
811	Walleye Trading New York	$505K	+$498K	4	0%	New
812	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$505K	+$512K	2	0.11%	New
813	DIA Dean Investment Associates Beavercreek, Ohio	$497K	+$472K	1	0.14%	New
814	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$497K	+$487K	1	0.85%	New
815	WP WMS Partners Towson, Maryland	$494K	+$520K	1	0.09%	New
816	WPC White Pine Capital Bloomington, Minnesota	$493K	+$407K	1	0.17%	New
817	ACM Argentus Capital Management Dallas, Texas	$491K	+$489K	1	0.12%	New
818	PCM Perritt Capital Management Chicago, Illinois	$487K	+$485K	1	0.11%	New
819	ECM Everence Capital Management Goshen, Indiana	$485K	+$493K	2	0.22%	New
820	WSA Wall Street Associates Lajolla, California	$477K	+$469K	1	0.05%	New
821	MAI Capital Management Independence, Ohio	$475K	+$491K	1	0.06%	New
822	WSC Wellington Shields & Co New York	$465K	+$459K	2	0.01%	New
823	MCM Matarin Capital Management New York	$462K	+$471K	1	0.47%	New
824	FHB First Hawaiian Bank Honolulu, Hawaii	$452K	+$430K	2	0.09%	New
825	JC Jacobs & Co San Francisco, California	$452K	+$450K	1	0.16%	New