← 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	GJIC Gamble Jones Investment Counsel Pasadena, California	$393K	-$32.7K	1	0.04%	Reduced
852	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$390K	-$264K	1	0.05%	Reduced
853	Smithfield Trust Pittsburgh, Pennsylvania	$390K	-$34.6K	4	0.08%	Reduced
854	CPA Court Place Advisors Ellicott City, Maryland	$386K	+$91.7K	1	0.27%	Increased
855	DY Dowling & Yahnke San Diego, California	$382K	$0	1	0.05%	Maintained
856	PCM Perritt Capital Management Chicago, Illinois	$382K	-$27.2K	1	0.06%	Reduced
857	ICOA Investment Centers of America Bismarck, North Dakota	$379K	-$113K	1	0.09%	Reduced
858	LCM Levitt Capital Management Boca Raton, Florida	$373K	-$610K	1	0.89%	Reduced
859	WTB Washington Trust Bank Spokane, Washington	$372K	$0	3	0.08%	Maintained
860	JIP Jaffetilchin Investment Partners Tampa, Florida	$371K	+$352K	1	0.13%	New
861	GHA GW Henssler & Associates Kennesaw, Georgia	$369K	-$317K	1	0.04%	Reduced
862	RCM Rotella Capital Management Bellevue, Washington	$368K	+$351K	2	0.31%	New
863	Stratos Wealth Partners Beachwood, Ohio	$367K	+$385K	1	0.12%	New
864	CL CPWM LLC Seattle, Washington	$365K	-$2.47K	1	0.13%	Reduced
865	NFG Next Financial Group Houston, Texas	$364K	+$362K	3	0.19%	New
866	ACMI Amida Capital Management II New York	$359K	+$376K	1	0.43%	New
867	Hillsdale Investment Management Toronto, Ontario, Canada	$356K	+$15.6K	2	0.08%	Increased
868	HBK Investments Dallas, Texas	$355K	-$1.09M	1	0.01%	Reduced
869	CCS Crosspoint Capital Strategies Orinda, California	$352K	+$292K	2	0.13%	Increased
870	HC Hourglass Capital Houston, Texas	$352K	$0	1	0.05%	Maintained
871	SCM Stellar Capital Management Phoenix, Arizona	$352K	-$4.96K	1	0.39%	Reduced
872	ALA Atherton Lane Advisers Menlo Park, California	$351K	+$367K	1	0.02%	New
873	One Capital Management Westlake Village, California	$351K	$0	1	0.14%	Maintained
874	AFG Albion Financial Group Salt Lake City, Utah	$349K	$0	1	0.06%	Maintained
875	TCOTO Trust Company of the Ozarks Springfield, Missouri	$344K	+$361K	1	0.09%	New