← 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	WC Whitnell & Co Oak Brook, Illinois	$530K	$0	1	0.24%	Maintained
802	ST Stifel Trust St. Louis, Missouri	$527K	$0	2	0.1%	Maintained
803	SIM SSI Investment Management Los Angeles, California	$524K	+$548K	1	0.05%	New
804	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$523K	-$2.48K	1	0.26%	Reduced
805	JMH J.M. Hartwell New York	$522K	-$23.3K	1	0.11%	Reduced
806	BA Bridgewater Advisors New York	$521K	$0	1	0.44%	Maintained
807	BIM BRC Investment Management Greenwood Village, Colorado	$510K	+$542K	1	0.07%	New
808	CC ClearArc Capital Cincinnati, Ohio	$509K	+$8.78K	2	0.12%	Increased
809	Laird Norton Wetherby Wealth Management San Francisco, California	$503K	-$52.3K	2	0.14%	Reduced
810	MAI Capital Management Independence, Ohio	$502K	$0	1	0.05%	Maintained
811	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$500K	+$155K	1	0.64%	Increased
812	GC Gruss & Co West Palm Beach, Florida	$498K	-$397K	1	0.57%	Reduced
813	MC Menta Capital San Francisco, California	$496K	-$594K	1	0.09%	Reduced
814	BC Banced Corp Edwardsville, Illinois	$495K	-$307K	1	0.6%	Reduced
815	CCM Compton Capital Management Providence, Rhode Island	$493K	-$10.4K	1	0.27%	Reduced
816	LRPA L. Roy Papp & Associates Phoenix, Arizona	$486K	-$79.3K	1	0.11%	Reduced
817	CI Constellation Investments Montgomery, Ohio	$483K	+$10.1K	2	0.11%	Increased
818	Rathbones Group Liverpool, United Kingdom	$482K	+$116K	2	0.03%	Increased
819	Freestone Capital Holdings Seattle, Washington	$478K	+$39.5K	1	0.07%	Increased
820	FHB First Hawaiian Bank Honolulu, Hawaii	$471K	-$79.7K	1	0.08%	Reduced
821	AW Alpha Windward Westwood, Massachusetts	$469K	+$10.6K	1	0.32%	Increased
822	State of Alaska Department of Revenue Juneau, Alaska	$469K	$0	2	0.1%	Maintained
823	GGPS Gary Goldberg Planning Services Suffern, New York	$468K	-$63.2K	3	0.21%	Reduced
824	Buckingham Strategic Wealth Clayton, Missouri	$460K	+$1.09K	1	0.2%	Increased
825	PC Passport Capital San Francisco, California	$453K	+$200K	2	0.01%	Increased