← 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	PCM Perritt Capital Management Chicago, Illinois	$424K	-$1.11K	1	0.08%	Reduced
827	GGPS Gary Goldberg Planning Services Suffern, New York	$422K	-$34.9K	3	0.18%	Reduced
828	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$419K	-$6.77K	3	0.21%	Reduced
829	GJIC Gamble Jones Investment Counsel Pasadena, California	$417K	-$20K	1	0.05%	Reduced
830	WTB Washington Trust Bank Spokane, Washington	$411K	$0	3	0.13%	Maintained
831	CL CPWM LLC Seattle, Washington	$407K	$0	1	0.15%	Maintained
832	Homrich & Berg Atlanta, Georgia	$406K	-$86.7K	1	0.04%	Reduced
833	One Capital Management Westlake Village, California	$406K	+$42.6K	3	0.15%	Increased
834	FNYS First New York Securities New York	$405K	-$918K	2	0.29%	Reduced
835	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$402K	$0	1	0.06%	Maintained
836	SCA Secor Capital Advisors New York	$401K	+$375K	1	0.23%	New
837	HC Hourglass Capital Houston, Texas	$392K	$0	1	0.05%	Maintained
838	GHA GW Henssler & Associates Kennesaw, Georgia	$390K	-$19K	1	0.05%	Reduced
839	AFG Albion Financial Group Salt Lake City, Utah	$389K	$0	1	0.07%	Maintained
840	TU TDAM USA Toronto, Ontario, Canada	$389K	-$5.16M	1	0.02%	Reduced
841	Whitebox Advisors Minneapolis, Minnesota	$388K	-$4.28M	1	0.02%	Reduced
842	ICOA Investment Centers of America Bismarck, North Dakota	$383K	-$36.5K	1	0.07%	Reduced
843	SAG Sterne Agee Group Birmingham, Alabama	$383K	+$381K	1	0.06%	New
844	Rafferty Asset Management New York	$382K	+$466K	1	0.04%	New
845	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$379K	$0	1	0.06%	Maintained
846	VNA VNBTrust National Association Charlottesville, Virginia	$379K	-$29.3K	1	0.2%	Reduced
847	Stratos Wealth Partners Beachwood, Ohio	$373K	-$35.2K	1	0.09%	Reduced
848	Carnegie Investment Counsel Pepper Pike, Ohio	$372K	-$302K	1	0.07%	Reduced
849	NFG Next Financial Group Houston, Texas	$370K	-$1.7K	8	0.07%	Reduced
850	QIM Quantitative Investment Management Charlottesville, Virginia	$370K	-$60.5K	1	0.07%	Reduced