← 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	AIM Avity Investment Management Greenwich, Connecticut	$630K	$0	1	0.09%	Maintained
802	WA WFG Advisors Dallas, Texas	$630K	+$12.2K	3	0.14%	Increased
803	GVT Genesee Valley Trust Pittsford, New York	$625K	-$91.1K	2	0.27%	Reduced
804	NSIM North Star Investment Management Chicago, Illinois	$619K	+$298K	7	0.08%	Increased
805	PV Private Vista Chicago, Illinois	$618K	+$631K	1	0.15%	New
806	WCM Weik Capital Management Wyomissing, Pennsylvania	$609K	$0	1	0.32%	Maintained
807	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$607K	+$606K	1	0.05%	New
808	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$607K	+$8.76K	1	0.6%	Increased
809	PEAK6 Group Chicago, Illinois	$606K	-$570K	2	0%	Reduced
810	WIS Wright Investors Service Shelton, Connecticut	$606K	+$329K	2	0.23%	Increased
811	CC ClearArc Capital Cincinnati, Ohio	$603K	-$4.75K	2	0.1%	Reduced
812	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$597K	+$597K	2	0.11%	New
813	AIM Anchor Investment Management Columbia, South Carolina	$587K	+$92.3K	3	0.19%	Increased
814	AW Alpha Windward Westwood, Massachusetts	$578K	+$13.5K	2	0.37%	Increased
815	GEM Global Endowment Management Charlotte, North Carolina	$577K	+$67.4K	1	0.08%	Increased
816	ECM Everence Capital Management Goshen, Indiana	$575K	$0	2	0.14%	Maintained
817	MUFG Americas New York	$572K	-$27.2K	5	0.02%	Reduced
818	IP Isthmus Partners Madison, Wisconsin	$561K	+$2.43K	1	0.16%	Increased
819	AIM Allen Investment Management New York	$560K	+$202K	2	0.03%	Increased
820	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$554K	-$23.2K	1	0.06%	Reduced
821	BTIS BB&T Investment Services Charlotte, North Carolina	$549K	+$151K	5	0.14%	Increased
822	First Citizens Bank & Trust Raleigh, North Carolina	$547K	-$115K	1	0.07%	Reduced
823	Independent Advisor Alliance Charlotte, North Carolina	$546K	+$557K	1	0.17%	New
824	WCM Washington Capital Management Seattle, Washington	$545K	$0	1	0.61%	Maintained
825	RBF Capital San Francisco, California	$544K	$0	1	0.07%	Maintained