← 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
826	Waverly Advisors Birmingham, Alabama	$466K	+$74.1K	2	0.21%	Increased
827	Smith Salley Wealth Management Greensboro, North Carolina	$465K	+$118K	1	0.29%	Increased
828	UMA USA Mutuals Advisors Dallas, Texas	$465K	+$463K	1	0.19%	New
829	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$464K	+$466K	1	0.24%	New
830	FSC Fiduciary Services Corp Savannah, Georgia	$463K	$0	1	0.18%	Maintained
831	Envestnet Asset Management Chicago, Illinois	$461K	+$14.2K	6	0.01%	Increased
832	ZCM Zebra Capital Management Stamford, Connecticut	$459K	+$461K	1	0.19%	New
833	PP Patten & Patten Chattanooga, Tennessee	$455K	-$15.4K	1	0.06%	Reduced
834	Verition Fund Management Greenwich, Connecticut	$447K	+$431K	1	0.07%	New
835	VNA VNBTrust National Association Charlottesville, Virginia	$445K	-$43.2K	1	0.22%	Reduced
836	GJIC Gamble Jones Investment Counsel Pasadena, California	$444K	-$30.7K	1	0.05%	Reduced
837	Eventide Asset Management Boston, Massachusetts	$442K	$0	1	0.07%	Maintained
838	Advisory Services Network Atlanta, Georgia	$437K	+$164K	1	0.23%	Increased
839	FP Foundry Partners Minneapolis, Minnesota	$436K	-$20.5K	1	0.04%	Reduced
840	GP GLG Partners London, United Kingdom	$430K	-$1.2M	1	0.01%	Reduced
841	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$430K	$0	1	0.06%	Maintained
842	SouthState Corp Winter Haven, Florida	$429K	+$5.4K	1	0.07%	Increased
843	PCM Perritt Capital Management Chicago, Illinois	$427K	-$4.32K	1	0.07%	Reduced
844	WSC Wellington Shields & Co New York	$427K	-$4.04K	2	0.27%	Reduced
845	CIM CenturyLink Investment Management Denver, Colorado	$425K	-$46.5K	1	0.14%	Reduced
846	CIA Covington Investment Advisors Ligonier, Pennsylvania	$425K	+$2.02K	1	0.25%	Increased
847	DCM Dynamic Capital Management St. Helier, Jersey	$420K	-$563K	1	0.14%	Reduced
848	Smithfield Trust Pittsburgh, Pennsylvania	$420K	-$224K	4	0.08%	Reduced
849	RHBC R.H. Bluestein & Co Birmingham, Michigan	$418K	-$10.7M	1	0.03%	Reduced
850	Freestone Capital Holdings Seattle, Washington	$416K	-$734K	1	0.07%	Reduced