← 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	$353K	-$13.3K	1	0.1%	Reduced
852	PIM Provident Investment Management Novi, Michigan	$352K	-$197K	1	0.07%	Reduced
853	Nikko Asset Management Americas New York	$351K	+$336K	1	0.03%	New
854	BL Bolton LP Greenwich, Connecticut	$350K	+$738K	1	0.09%	New
855	CCM Canal Capital Management Richmond, Virginia	$345K	$0	1	0.32%	Maintained
856	NIMI Natixis Investment Managers International Paris, France	$344K	+$266K	1	0.04%	Increased
857	Cullen Capital Management New York	$343K	+$333K	1	0.01%	New
858	CA Cambridge Advisors Omaha, Nebraska	$340K	$0	1	0.2%	Maintained
859	WA WBH Advisory Baltimore, Maryland	$339K	-$6.97K	1	0.1%	Reduced
860	GWM Gupta Wealth Management San Diego, California	$338K	+$327K	1	0.1%	New
861	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$336K	-$198K	2	0.13%	Reduced
862	Meiji Yasuda Life Insurance Tokyo, Japan	$336K	-$602K	1	0.05%	Reduced
863	AWA ARS Wealth Advisors St. Petersburg, Florida	$333K	$0	1	0.14%	Maintained
864	Wilmington Savings Fund Society Wilmington, Delaware	$333K	$0	1	0.02%	Maintained
865	LPT Legacy Private Trust Neenah, Wisconsin	$332K	+$6.04K	1	0.05%	Increased
866	VNA VNBTrust National Association Charlottesville, Virginia	$331K	-$84.4K	1	0.16%	Reduced
867	CAM Cacti Asset Management Atlanta, Georgia	$329K	$0	1	0.03%	Maintained
868	NMC Nine Masts Capital Central, Hong Kong	$328K	+$2.29M	1	0.07%	New
869	Prospera Financial Services Dallas, Texas	$328K	-$24.7K	1	0.07%	Reduced
870	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$325K	-$18.4K	1	0.08%	Reduced
871	RFA Reilly Financial Advisors La Mesa, California	$323K	-$6K	2	0.06%	Reduced
872	ECM Everence Capital Management Goshen, Indiana	$320K	$0	1	0.11%	Maintained
873	ARTA A.R.T. Advisors New York	$318K	-$2.4M	1	0.01%	Reduced
874	EFS Essex Financial Services Essex, Connecticut	$314K	-$384	1	0.08%	Reduced
875	PAM Palisade Asset Management Minneapolis, Minnesota	$305K	+$9.01K	1	0.06%	Increased