← 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	CCM Canal Capital Management Richmond, Virginia	$401K	-$5.59K	1	0.4%	Reduced
852	FG Fiduciary Group Savannah, Georgia	$400K	-$27K	1	0.12%	Reduced
853	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$399K	+$391K	1	0.07%	New
854	RIL Rothschild Investment LLC Chicago, Illinois	$395K	+$83.4K	1	0.05%	Increased
855	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$392K	+$142K	4	0.14%	Increased
856	Global X Management Company New York	$381K	+$241K	4	0.02%	Increased
857	VFS VSR Financial Services Overland Park, Kansas	$381K	-$8.93K	1	0.04%	Reduced
858	Rathbones Group Liverpool, United Kingdom	$380K	-$60.8K	1	0.02%	Reduced
859	CMANY Capital Management Associates (New York) New York	$379K	+$355K	1	0.69%	New
860	Hillsdale Investment Management Toronto, Ontario, Canada	$378K	+$362K	2	0.13%	Increased
861	TTWM TCV Trust & Wealth Management Richmond, Virginia	$377K	-$10.7K	1	0.07%	Reduced
862	NAM NorthCoast Asset Management Greenwich, Connecticut	$375K	+$19.6K	1	0.03%	Increased
863	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$373K	$0	1	0.29%	Maintained
864	Coldstream Capital Management Bellevue, Washington	$372K	+$53.4K	1	0.07%	Increased
865	AIM Alambic Investment Management Belvedere, California	$371K	-$102K	1	0.12%	Reduced
866	AP Advisor Partners Walnut Creek, California	$369K	+$87.6K	1	0.14%	Increased
867	MCP Mirador Capital Partners Pleasanton, California	$367K	+$338K	1	0.41%	New
868	GWM Gupta Wealth Management San Diego, California	$364K	-$9.72K	3	0.09%	Reduced
869	JC Jacobs & Co San Francisco, California	$361K	$0	1	0.09%	Maintained
870	SAM Shikiar Asset Management New York	$361K	+$347K	1	0.17%	New
871	TT Tiedemann Trust Wilmington, Delaware	$359K	$0	1	0.06%	Maintained
872	MCM Murphy Capital Management Bedminster, New Jersey	$357K	$0	1	0.06%	Maintained
873	NCA NCM Capital Advisers Durham, North Carolina	$355K	$0	1	1.03%	Maintained
874	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$354K	+$25K	1	0.15%	Increased
875	FWM Frontier Wealth Management Kansas City, Missouri	$353K	$0	1	0.03%	Maintained