← 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	EVC Eidelman Virant Capital Saint Louis, Missouri	$438K	-$344K	1	0.27%	Reduced
852	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$436K	$0	1	0.08%	Maintained
853	WA WBH Advisory Baltimore, Maryland	$436K	$0	1	0.17%	Maintained
854	BA Bard Associates Chicago, Illinois	$432K	-$993	1	0.23%	Reduced
855	PC Palo Capital Newport Beach, California	$430K	+$316K	1	0.15%	Increased
856	Synovus Financial Columbus, Georgia	$430K	-$64.8K	1	0.01%	Reduced
857	ALPS Advisors Denver, Colorado	$428K	-$29.2K	1	0%	Reduced
858	WEC Winslow Evans & Crocker Boston, Massachusetts	$425K	+$1.56K	5	0.13%	Increased
859	RIL Rothschild Investment LLC Chicago, Illinois	$423K	$0	1	0.05%	Maintained
860	ACM Argentus Capital Management Dallas, Texas	$417K	+$419K	1	0.18%	New
861	Hillsdale Investment Management Toronto, Ontario, Canada	$416K	-$378	2	0.12%	Reduced
862	KIC Keating Investment Counselors Delray Beach, Florida	$411K	+$188K	1	0.2%	Increased
863	SNT Security National Trust Wheeling, West Virginia	$407K	+$32.1K	2	0.15%	Increased
864	Meiji Yasuda Life Insurance Tokyo, Japan	$406K	+$389K	1	0.06%	New
865	AP Advisor Partners Walnut Creek, California	$400K	+$4.24K	1	0.14%	Increased
866	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$396K	-$3.13M	2	0.28%	Reduced
867	CCM Coliseum Capital Management Rowayton, Connecticut	$392K	-$472K	1	0.16%	Reduced
868	NERM New England Research & Management Chicago, Illinois	$392K	-$246K	1	0.34%	Reduced
869	ZDA Zweig-DiMenna Associates New York	$392K	+$376K	1	0.04%	New
870	Jensen Investment Management Lake Oswego, Oregon	$386K	-$26.9K	1	0.01%	Reduced
871	TT Tiedemann Trust Wilmington, Delaware	$385K	$0	1	0.07%	Maintained
872	MCM McRae Capital Management Morristown, New Jersey	$384K	+$104K	1	0.18%	Increased
873	AIM Anchor Investment Management Columbia, South Carolina	$384K	+$206K	3	0.15%	Increased
874	MCM Murphy Capital Management Bedminster, New Jersey	$376K	$0	1	0.06%	Maintained
875	MLIC Mandatum Life Insurance Company Helsinki, Finland	$375K	$0	1	0.05%	Maintained