← 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	PCM Portolan Capital Management Boston, Massachusetts	$1.31M	-$4.3M	1	0.1%	Reduced
852	H6H Hightower 6M Holding Wichita, Kansas	$1.3M	+$1.27M	4	0.1%	New
853	MCA Martin Capital Advisors San Antonio, Texas	$1.3M	-$11.7K	1	0.89%	Reduced
854	Rafferty Asset Management New York	$1.3M	-$138K	2	0.01%	Reduced
855	RIM Regent Investment Management Louisville, Kentucky	$1.29M	-$14.1K	1	0.3%	Reduced
856	SP Symmetry Partners Glastonbury, Connecticut	$1.28M	$0	2	0.08%	Maintained
857	CTFG Capstone Triton Financial Group Oklahoma City, Oklahoma	$1.28M	-$511	1	0.89%	Reduced
858	LI LMCG Investments Boston, Massachusetts	$1.27M	+$1.35M	2	0.07%	New
859	Atria Wealth Solutions New York	$1.27M	+$1.26M	3	0.02%	New
860	CAM Cubic Asset Management Boston, Massachusetts	$1.26M	-$852	1	0.29%	Reduced
861	WEPOG Wealth Enhancement & Preservation of GA Alpharetta, Georgia	$1.24M	+$46.9K	1	0.96%	Increased
862	Independent Advisor Alliance Charlotte, North Carolina	$1.24M	-$34.2K	1	0.06%	Reduced
863	PCS Personal CFO Solutions Chester, New Jersey	$1.23M	-$30.7K	1	0.24%	Reduced
864	Everett Harris & Co Los Angeles, California	$1.22M	-$38.6K	1	0.02%	Reduced
865	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.22M	-$3.79M	3	0.33%	Reduced
866	SGA Strategic Global Advisors Newport Beach, California	$1.22M	+$54.5K	1	0.18%	Increased
867	Procyon Advisors Shelton, Connecticut	$1.22M	+$514K	3	0.25%	Increased
868	CRIG Charter Research & Investment Group Southport, Connecticut	$1.22M	+$71.1K	1	0.99%	Increased
869	SOW State of Wyoming Cheyenne, Wyoming	$1.21M	+$81.2K	12	0.61%	Increased
870	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$1.21M	+$16.1K	2	0.26%	Increased
871	CAM Cacti Asset Management Atlanta, Georgia	$1.21M	+$312K	1	0.09%	Increased
872	Parallel Advisors San Francisco, California	$1.21M	-$89.4K	13	0.05%	Reduced
873	CL CPWM LLC Seattle, Washington	$1.2M	$0	1	0.09%	Maintained
874	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$1.2M	$0	2	0.11%	Maintained
875	IEQ Capital Foster City, California	$1.2M	+$82.4K	3	0.03%	Increased