← 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	BIM BRC Investment Management Greenwood Village, Colorado	$470K	+$417K	1	0.07%	New
802	GJIC Gamble Jones Investment Counsel Pasadena, California	$464K	$0	1	0.06%	Maintained
803	Heritage Investors Management Corp Bethesda, Maryland	$463K	-$6.93K	1	0.04%	Reduced
804	CC Cannell Capital Alta, Wyoming	$462K	+$458K	1	0.23%	New
805	PP Patten & Patten Chattanooga, Tennessee	$460K	-$93.3K	1	0.07%	Reduced
806	Flow Traders U.S. New York	$459K	+$462K	1	0.07%	New
807	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$457K	$0	2	0.1%	Maintained
808	WRM Westport Resources Management Westport, Connecticut	$438K	-$3.26K	4	0.15%	Reduced
809	CL CPWM LLC Seattle, Washington	$436K	$0	1	0.18%	Maintained
810	WIS Wright Investors Service Shelton, Connecticut	$434K	-$21K	1	0.2%	Reduced
811	CCI Columbus Circle Investors	$432K	+$435K	1	0%	New
812	PPCM Pillar Pacific Capital Management Pacifica, California	$427K	-$24.3K	1	0.09%	Reduced
813	ACM Argentus Capital Management Dallas, Texas	$426K	$0	1	0.1%	Maintained
814	WSC Wellington Shields & Co New York	$426K	$0	2	0.34%	Maintained
815	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$425K	$0	1	0.07%	Maintained
816	PCM Perritt Capital Management Chicago, Illinois	$423K	$0	1	0.08%	Maintained
817	AFG Albion Financial Group Salt Lake City, Utah	$421K	-$17.7M	1	0.09%	Reduced
818	MIC MU Investments Company Tokyo, Japan	$420K	-$182K	1	0.2%	Reduced
819	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$416K	-$924K	1	0.48%	Reduced
820	SouthState Corp Winter Haven, Florida	$414K	-$51.1K	1	0.08%	Reduced
821	HVIA Hudson Valley Investment Advisors Goshen, New York	$413K	-$418K	1	0.2%	Reduced
822	AAM Azzad Asset Management Falls Church, Virginia	$412K	$0	1	0.34%	Maintained
823	FHB First Hawaiian Bank Honolulu, Hawaii	$412K	-$228K	1	0.08%	Reduced
824	CC Courier Capital Buffalo, New York	$407K	-$236K	1	0.09%	Reduced
825	WSA Wall Street Associates Lajolla, California	$406K	-$60.5K	1	0.04%	Reduced