← 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	Verition Fund Management Greenwich, Connecticut	$431K	+$390K	1	0.05%	New
827	Wealthfront Palo Alto, California	$429K	-$682	4	0.02%	Reduced
828	Clifford Swan Investment Counsel Pasadena, California	$424K	+$149K	2	0.03%	Increased
829	AFG Albion Financial Group Salt Lake City, Utah	$422K	$0	1	0.07%	Maintained
830	HM Payson & Co Portland, Maine	$417K	+$182K	2	0.02%	Increased
831	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$416K	$0	1	0.06%	Maintained
832	Walleye Trading New York	$416K	-$516K	2	0%	Reduced
833	Obermeyer Wealth Partners Aspen, Colorado	$415K	-$19.6K	1	0.03%	Reduced
834	SNT Security National Trust Wheeling, West Virginia	$414K	$0	2	0.15%	Maintained
835	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$404K	+$46.8K	4	0.02%	Increased
836	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$400K	+$320K	1	0.11%	New
837	MCM Murphy Capital Management Bedminster, New Jersey	$395K	$0	1	0.06%	Maintained
838	CC Cadinha & Co Honolulu, Hawaii	$387K	$0	1	0.08%	Maintained
839	MBT Monroe Bank & Trust Monroe, Michigan	$387K	$0	1	0.13%	Maintained
840	RIA Regal Investment Advisors Kentwood, Michigan	$385K	$0	3	0.1%	Maintained
841	CC Cipher Capital New York	$374K	-$3.14M	1	0.06%	Reduced
842	PRC Platte River Capital Denver, Colorado	$370K	+$55.5K	1	0.17%	Increased
843	TTWM TCV Trust & Wealth Management Richmond, Virginia	$370K	-$12.2K	1	0.06%	Reduced
844	BAM Bruderman Asset Management Locust Valley, New York	$365K	+$347K	3	0.14%	New
845	OIM Opus Investment Management Worcester, Massachusetts	$365K	$0	1	0.06%	Maintained
846	LCM Leisure Capital Management Costa Mesa, California	$363K	+$766K	1	0.36%	New
847	Old Mission Capital Chicago, Illinois	$360K	-$899K	1	0.08%	Reduced
848	GHA GW Henssler & Associates Kennesaw, Georgia	$358K	-$18.4K	1	0.04%	Reduced
849	OC Oakworth Capital Birmingham, Alabama	$357K	$0	3	0.16%	Maintained
850	Synovus Financial Columbus, Georgia	$355K	$0	1	0.01%	Maintained