← 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
851	CC Cipher Capital New York	$327K	+$374K	1	0.46%	New
852	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$324K	-$10.7K	5	0.1%	Reduced
853	TCM Texan Capital Management Houston, Texas	$323K	$0	1	0.16%	Maintained
854	Pinnacle Associates New York	$317K	-$417K	1	0.01%	Reduced
855	Smith Salley Wealth Management Greensboro, North Carolina	$315K	+$359K	1	0.25%	New
856	AB AT Bancorp Dubuque, Iowa	$314K	$0	1	0.11%	Maintained
857	OA Oxbow Advisors Austin, Texas	$309K	-$11.4K	1	0.05%	Reduced
858	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$309K	-$6.88K	1	0.24%	Reduced
859	SNT Security National Trust Wheeling, West Virginia	$309K	-$2.22K	3	0.14%	Reduced
860	TA Teton Advisors Rye, New York	$309K	+$32.1K	2	0.02%	Increased
861	Capstone Investment Advisors New York	$307K	+$352K	1	0%	New
862	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$304K	$0	1	0.19%	Maintained
863	ANBTV American National Bank & Trust (Virginia) Danville, Virginia	$303K	+$326K	1	0.16%	New
864	BCM Bares Capital Management Austin, Texas	$303K	$0	1	0.03%	Maintained
865	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$303K	$0	1	0.12%	Maintained
866	Hillsdale Investment Management Toronto, Ontario, Canada	$303K	-$199K	2	0.09%	Reduced
867	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$301K	+$292K	1	0%	New
868	JIP Jaffetilchin Investment Partners Tampa, Florida	$300K	-$600K	1	0.18%	Reduced
869	B BancorpSouth Tupelo, Mississippi	$294K	+$261K	1	0.03%	New
870	LBC Lowe Brockenbrough & Co Richmond, Virginia	$290K	+$50K	1	0.05%	Increased
871	Parallax Volatility Advisers San Francisco, California	$283K	-$1.17M	4	0%	Reduced
872	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$281K	+$34K	5	0.18%	Increased
873	SCIA Sanibel Captiva Investment Advisers Chicago, Illinois	$281K	-$8.38K	1	0.22%	Reduced
874	CG Clinton Group New York	$276K	+$277K	1	0.08%	New
875	Choate Investment Advisors Boston, Massachusetts	$274K	+$14.9K	1	0.02%	Increased