← 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	Burney Company Reston, Virginia	$537K	+$318K	2	0.03%	Increased
852	Ruane, Cunniff & Goldfarb New York	$535K	+$506K	1	0%	New
853	CPH C Partners Holding Zurich, Switzerland	$532K	+$527K	2	0.22%	New
854	II Ibex Investors Denver, Colorado	$527K	+$515K	2	0.31%	New
855	RHBC R.H. Bluestein & Co Birmingham, Michigan	$526K	-$480K	1	0.03%	Reduced
856	Lazard Asset Management New York	$525K	-$6.98M	3	0%	Reduced
857	IA Icon Advisers Greenwood Village, Colorado	$520K	-$609K	1	0.04%	Reduced
858	MML Investors Services Springfield, Massachusetts	$519K	-$753K	2	0.01%	Reduced
859	Summit Trail Advisors New York	$519K	+$489K	8	0.07%	New
860	Obermeyer Wealth Partners Aspen, Colorado	$518K	$0	1	0.05%	Maintained
861	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$517K	+$566K	4	0.49%	New
862	Synovus Financial Columbus, Georgia	$512K	+$107	1	0.01%	Increased
863	Tower Research Capital (TRC) New York	$510K	-$235K	9	0.07%	Reduced
864	YWP YorkBridge Wealth Partners New York	$510K	+$110K	6	0.25%	Increased
865	WCM Washington Capital Management Seattle, Washington	$508K	$0	1	0.51%	Maintained
866	TAMH Taikang Asset Management (HK) Hong Kong	$505K	+$460K	2	0.06%	New
867	CCP Clarkston Capital Partners Rochester, Michigan	$502K	$0	1	0.02%	Maintained
868	WP WealthPLAN Partners Omaha, Nebraska	$501K	+$355	2	0.13%	Increased
869	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$498K	-$49.7K	1	0.07%	Reduced
870	Caprock Group Boise, Idaho	$498K	+$134K	1	0.1%	Increased
871	PAM Paradigm Asset Management New York	$494K	-$2.18M	1	0.14%	Reduced
872	Dana Investment Advisors Waukesha, Wisconsin	$492K	$0	1	0.02%	Maintained
873	Belpointe Asset Management Reno, Nevada	$489K	+$461K	1	0.11%	New
874	VCM Virtue Capital Management Brentwood, Tennessee	$480K	+$496K	1	0.27%	New
875	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$478K	$0	1	0.15%	Maintained