← 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	Prospera Financial Services Dallas, Texas	$310K	+$58K	1	0.08%	Increased
877	AWA ARS Wealth Advisors St. Petersburg, Florida	$300K	$0	1	0.14%	Maintained
878	Waverly Advisors Birmingham, Alabama	$297K	-$172K	1	0.16%	Reduced
879	CAM Cacti Asset Management Atlanta, Georgia	$296K	$0	1	0.04%	Maintained
880	HCMNY Howard Capital Management (New York) New York	$293K	-$146K	1	0.06%	Reduced
881	SNT Security National Trust Wheeling, West Virginia	$289K	-$6.33K	2	0.12%	Reduced
882	RFA Reilly Financial Advisors La Mesa, California	$279K	+$51	3	0.07%	Increased
883	PCP Perimeter Capital Partners Atlanta, Georgia	$278K	-$1.22M	1	0.47%	Reduced
884	CCM Coe Capital Management Highland Park, Illinois	$274K	+$228K	1	0.1%	New
885	JC Jacobs & Co San Francisco, California	$274K	-$31.7K	1	0.08%	Reduced
886	FFC First Financial Corp Terre Haute, Indiana	$269K	-$32.8K	1	0.13%	Reduced
887	PAM Palisade Asset Management Minneapolis, Minnesota	$268K	$0	1	0.06%	Maintained
888	RWM Raffa Wealth Management Washington, District of Columbia	$264K	+$4.59K	2	0.2%	Increased
889	Weiss Multi-Strategy Advisers New York	$264K	-$1.99M	1	0.01%	Reduced
890	WIC Wilkins Investment Counsel Boston, Massachusetts	$264K	$0	1	0.09%	Maintained
891	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$260K	-$6.75K	1	0.09%	Reduced
892	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$258K	+$315K	1	0.01%	New
893	Chilton Capital Management Houston, Texas	$256K	$0	1	0.03%	Maintained
894	GCIA Gabelli & Co Investment Advisers Rye, New York	$256K	+$256K	1	0.04%	New
895	TTWM TCV Trust & Wealth Management Richmond, Virginia	$253K	$0	1	0.04%	Maintained
896	Aristotle Capital Management Los Angeles, California	$251K	$0	1	0%	Maintained
897	SCP Sandhill Capital Partners Buffalo, New York	$250K	$0	1	0.09%	Maintained
898	VFA Virtus Fund Advisers Hartford, Connecticut	$248K	-$1.59M	5	0%	Reduced
899	DA Dunvegan Associates Santa Barbara, California	$245K	$0	1	0.22%	Maintained
900	UMB Bank Kansas City, Missouri	$245K	+$245K	1	0.01%	New