← 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	CIM CIM Investment Management Pittsburgh, Pennsylvania	$855K	-$56.7K	2	0.32%	Reduced
802	Diversified Trust Memphis, Tennessee	$855K	+$360K	2	0.04%	Increased
803	CCM Cadence Capital Management Boston, Massachusetts	$839K	-$17.2K	1	0.12%	Reduced
804	IndexIQ Advisors New York	$839K	-$825K	2	0.03%	Reduced
805	AT Arden Trust Wilmington, Delaware	$835K	-$5.76K	2	0.14%	Reduced
806	GECH Garnet Equity Capital Holdings New York	$829K	+$860K	1	0.53%	New
807	DIM DC Investments Management Mclean, Virginia	$827K	+$108K	2	0.48%	Increased
808	BL BFSG LLC Irvine, California	$825K	+$814K	2	0.18%	New
809	NERM New England Research & Management Chicago, Illinois	$821K	+$770K	1	0.59%	New
810	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$820K	+$42.4K	1	0.03%	Increased
811	Cerity Partners New York	$815K	+$11.8K	1	0.05%	Increased
812	Old Mission Capital Chicago, Illinois	$814K	+$450K	1	0.1%	Increased
813	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$813K	+$25.9K	1	0.44%	Increased
814	VIM Vista Investment Management Pittsburgh, Pennsylvania	$809K	-$18.6K	1	0.67%	Reduced
815	Parallel Advisors San Francisco, California	$808K	+$15.4K	10	0.07%	Increased
816	RIM Rampart Investment Management Hartford, Connecticut	$796K	-$80.3K	4	0.1%	Reduced
817	Independent Advisor Alliance Charlotte, North Carolina	$794K	+$124K	1	0.1%	Increased
818	RMC Resources Management Corp West Hartford, Connecticut	$794K	+$770K	3	0.15%	New
819	Johnson Investment Counsel Cincinnati, Ohio	$793K	+$34K	2	0.02%	Increased
820	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$793K	-$9.33K	2	0.09%	Reduced
821	AIA Affinity Investment Advisors Newport Beach, California	$791K	+$541K	2	0.25%	Increased
822	Ossiam Paris, France	$789K	+$443K	2	0.06%	Increased
823	SC Searle & Co Greenwich, Connecticut	$782K	$0	1	0.46%	Maintained
824	Advisory Services Network Atlanta, Georgia	$781K	$0	10	0.05%	Maintained
825	Carnegie Investment Counsel Pepper Pike, Ohio	$776K	+$13.1K	1	0.05%	Increased