← 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	JMH J.M. Hartwell New York	$669K	+$26.1K	1	0.12%	Increased
827	WAM Weatherly Asset Management Del Mar, California	$662K	-$13.2K	2	0.14%	Reduced
828	FRM Fox Run Management Greenwich, Connecticut	$660K	+$455K	1	0.37%	Increased
829	KB Kimelman & Baird New York	$660K	$0	1	0.09%	Maintained
830	Greenleaf Trust Kalamazoo, Michigan	$656K	-$240K	1	0.01%	Reduced
831	Valeo Financial Advisors Carmel, Indiana	$654K	-$31.8K	8	0.08%	Reduced
832	CAM Cubic Asset Management Boston, Massachusetts	$645K	+$25.9K	1	0.19%	Increased
833	VIM Vista Investment Management Pittsburgh, Pennsylvania	$645K	-$25.9K	1	0.57%	Reduced
834	CIM Contravisory Investment Management Norwell, Massachusetts	$644K	+$140K	2	0.25%	Increased
835	Seizert Capital Partners Birmingham, Michigan	$630K	-$3.68K	1	0.03%	Reduced
836	FSC Full Sail Capital Oklahoma City, Oklahoma	$629K	+$555K	2	0.2%	New
837	SGAM Smith Group Asset Management Dallas, Texas	$628K	-$1.35M	1	0.02%	Reduced
838	HA Harfst & Associates Sheridan, Wyoming	$623K	+$92.1K	1	0.27%	Increased
839	TCMG TSP Capital Management Group Summit, New Jersey	$623K	-$515K	0	–	Closed
840	TRAM Tuscan Ridge Asset Management Chicago, Illinois	$621K	-$32.2K	1	0.04%	Reduced
841	First Allied Advisory Services San Diego, California	$619K	-$274K	2	0.02%	Reduced
842	AF Advisornet Financial Minnetonka, Minnesota	$617K	-$1.65K	4	0.08%	Reduced
843	Capital Markets Trading (UK) London, United Kingdom	$617K	+$669K	1	0.03%	New
844	RHBC R.H. Bluestein & Co Birmingham, Michigan	$615K	+$195K	2	0.03%	Increased
845	HBK Sorce Advisory Erie, Pennsylvania	$612K	+$110K	1	0.06%	Increased
846	Blackhill Capital Morristown, New Jersey	$611K	-$1.1K	2	0.1%	Reduced
847	WCM Weik Capital Management Wyomissing, Pennsylvania	$599K	-$5.53K	2	0.29%	Reduced
848	Quadrant Capital Group Cincinnati, Ohio	$597K	+$223K	7	0.1%	Increased
849	IFP Advisors Tampa, Florida	$593K	+$94.4K	5	0.08%	Increased
850	BCM Brasada Capital Management Houston, Texas	$591K	+$5.26K	1	0.18%	Increased