← 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	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$364K	+$20.2K	1	0.11%	Increased
852	BCM Bares Capital Management Austin, Texas	$363K	$0	1	0.04%	Maintained
853	OIM Opus Investment Management Worcester, Massachusetts	$363K	-$1.93M	1	0.07%	Reduced
854	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$362K	+$358K	6	0.01%	New
855	IRS Invictus RG (Singapore) Singapore	$361K	-$123K	4	0.39%	Reduced
856	PL Parkwood LLC Cleveland, Ohio	$361K	+$350K	1	0.05%	New
857	CCM Canal Capital Management Richmond, Virginia	$358K	+$344K	1	0.34%	New
858	RIA Regal Investment Advisors Kentwood, Michigan	$357K	-$123K	3	0.1%	Reduced
859	Synovus Financial Columbus, Georgia	$353K	+$10.6K	1	0.01%	Increased
860	Prospera Financial Services Dallas, Texas	$351K	+$55	1	0.09%	Increased
861	Wilmington Savings Fund Society Wilmington, Delaware	$345K	-$25.3K	1	0.02%	Reduced
862	DCM DAFNA Capital Management Los Angeles, California	$344K	+$55.4K	1	0.27%	Increased
863	WA WBH Advisory Baltimore, Maryland	$344K	-$28.1K	1	0.13%	Reduced
864	OC Oakworth Capital Birmingham, Alabama	$343K	+$108K	3	0.18%	Increased
865	CA Cambridge Advisors Omaha, Nebraska	$337K	+$327K	1	0.21%	New
866	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$337K	-$167K	4	0.02%	Reduced
867	Trillium Asset Management Boston, Massachusetts	$336K	-$265K	1	0.02%	Reduced
868	Whitebox Advisors Minneapolis, Minnesota	$334K	$0	1	0.01%	Maintained
869	SNT Security National Trust Wheeling, West Virginia	$328K	$0	2	0.12%	Maintained
870	ECM Everence Capital Management Goshen, Indiana	$325K	-$208K	1	0.11%	Reduced
871	LPT Legacy Private Trust Neenah, Wisconsin	$324K	+$314K	1	0.05%	New
872	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$321K	-$15.1K	1	0.08%	Reduced
873	WTB Washington Trust Bank Spokane, Washington	$317K	-$123K	3	0.08%	Reduced
874	AWA ARS Wealth Advisors St. Petersburg, Florida	$311K	$0	1	0.13%	Maintained
875	SFM Signet Financial Management Parsippany, New Jersey	$311K	+$288K	1	0.11%	New