← 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
876	PineBridge Investments New York	$342K	-$115K	2	0.01%	Reduced
877	SCM Stux Capital Management New York	$342K	+$325K	1	0.04%	New
878	Twin Tree Management Dallas, Texas	$342K	+$358K	1	0.01%	New
879	KIG Kovitz Investment Group Chicago, Illinois	$332K	-$1.6M	1	0.02%	Reduced
880	MIC MU Investments Company Tokyo, Japan	$330K	-$17.1K	1	0.15%	Reduced
881	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$329K	-$79K	6	0.08%	Reduced
882	DBT Dubuque Bank & Trust Dubuque, Iowa	$328K	+$72.7K	1	0.05%	Increased
883	EFS Essex Financial Services Essex, Connecticut	$322K	+$54.2K	1	0.1%	Increased
884	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$321K	$0	1	0.09%	Maintained
885	Seizert Capital Partners Birmingham, Michigan	$319K	-$1.43M	1	0.01%	Reduced
886	CC Cadinha & Co Honolulu, Hawaii	$315K	$0	1	0.05%	Maintained
887	MBT Monroe Bank & Trust Monroe, Michigan	$315K	$0	1	0.1%	Maintained
888	PVWM Point View Wealth Management Summit, New Jersey	$315K	+$299K	1	0.27%	New
889	ECM Everence Capital Management Goshen, Indiana	$310K	-$200K	1	0.12%	Reduced
890	HCM Highlander Capital Management Short Hills, New Jersey	$310K	+$249K	2	0.28%	Increased
891	Synovus Financial Columbus, Georgia	$305K	$0	1	0.01%	Maintained
892	WA WBH Advisory Baltimore, Maryland	$305K	+$44.4K	1	0.12%	Increased
893	MassMutual Private Wealth & Trust Windsor, Connecticut	$304K	+$131K	1	0.12%	Increased
894	BCM Bluefin Capital Management New York	$300K	+$308K	1	0.01%	New
895	SNT Security National Trust Wheeling, West Virginia	$300K	+$3.1K	2	0.12%	Increased
896	Atria Investments Charlotte, North Carolina	$298K	+$1.74K	1	0.03%	Increased
897	AWA ARS Wealth Advisors St. Petersburg, Florida	$297K	-$9.73K	1	0.14%	Reduced
898	BCM Bares Capital Management Austin, Texas	$297K	$0	1	0.02%	Maintained
899	CS Credential Securities Vancouver,	$297K	+$41.4K	2	0.2%	Increased
900	CAM Cacti Asset Management Atlanta, Georgia	$295K	$0	1	0.04%	Maintained