← 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	CHC City Holding Co Charleston, West Virginia	$535K	+$249K	2	0.33%	Increased
802	SGH Schonfeld Group Holdings Jericho, New York	$534K	-$28.5K	1	0.13%	Reduced
803	IndexIQ Advisors New York	$530K	+$459K	1	0.05%	Increased
804	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$514K	$0	2	0.1%	Maintained
805	FPCM Financial Partners Capital Management New York	$513K	+$6.58K	1	0.17%	Increased
806	FWP FAS Wealth Partners Leawood, Kansas	$504K	+$21.7K	1	0.34%	Increased
807	IB Intrust Bank Wichita, Kansas	$503K	+$174K	1	0.21%	Increased
808	ST Stifel Trust St. Louis, Missouri	$502K	$0	2	0.09%	Maintained
809	CC ClearArc Capital Cincinnati, Ohio	$500K	+$30K	2	0.12%	Increased
810	LRPA L. Roy Papp & Associates Phoenix, Arizona	$500K	-$197K	1	0.12%	Reduced
811	DCM DAFNA Capital Management Los Angeles, California	$499K	+$495K	1	0.43%	New
812	EMG Ellington Management Group Old Greenwich, Connecticut	$498K	+$27.7K	1	0.15%	Increased
813	ECM Everence Capital Management Goshen, Indiana	$496K	$0	2	0.2%	Maintained
814	ICOA Investment Centers of America Bismarck, North Dakota	$494K	+$194K	1	0.1%	Increased
815	FHB First Hawaiian Bank Honolulu, Hawaii	$493K	+$178K	1	0.09%	Increased
816	State of Alaska Department of Revenue Juneau, Alaska	$489K	-$44.1K	2	0.11%	Reduced
817	NCA NCM Capital Advisers Durham, North Carolina	$485K	-$322K	1	0.76%	Reduced
818	Buckingham Strategic Wealth Clayton, Missouri	$480K	-$11.8K	1	0.22%	Reduced
819	CCM Compton Capital Management Providence, Rhode Island	$480K	+$83K	1	0.28%	Increased
820	MAI Capital Management Independence, Ohio	$478K	+$55.4K	1	0.05%	Increased
821	Heritage Investors Management Corp Bethesda, Maryland	$476K	+$3.24K	1	0.04%	Increased
822	AW Alpha Windward Westwood, Massachusetts	$472K	+$464K	2	0.33%	Increased
823	CI Constellation Investments Montgomery, Ohio	$472K	+$12.8K	2	0.11%	Increased
824	LCP Lombardia Capital Partners Pasadena, California	$466K	+$50.1K	1	0.01%	Increased
825	Rafferty Asset Management New York	$466K	+$53.8K	1	0.1%	Increased