← 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	NCA NCM Capital Advisers Durham, North Carolina	$375K	$0	1	1.08%	Maintained
877	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$374K	+$123K	3	0.05%	Increased
878	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$373K	-$19.7K	1	0.27%	Reduced
879	CCM Canal Capital Management Richmond, Virginia	$370K	$0	1	0.39%	Maintained
880	Intact Investment Management Montreal, Quebec, Canada	$368K	$0	1	0.01%	Maintained
881	AIM Acrospire Investment Management Chicago, Illinois	$365K	+$27.2K	5	0.27%	Increased
882	ETrade Capital Management Arlington, Virginia	$365K	+$121K	1	0.02%	Increased
883	LMR Partners London, United Kingdom	$365K	-$8.01M	1	0.06%	Reduced
884	JC Jacobs & Co San Francisco, California	$363K	-$22.9K	1	0.09%	Reduced
885	Maverick Capital Dallas, Texas	$361K	+$92.2K	1	0%	Increased
886	IC Intersect Capital San Ramon, California	$359K	$0	1	0.22%	Maintained
887	SAM Shikiar Asset Management New York	$357K	$0	1	0.16%	Maintained
888	CL CPWM LLC Seattle, Washington	$356K	-$13.6K	1	0.08%	Reduced
889	MCP Mirador Capital Partners Pleasanton, California	$355K	-$25.6K	1	0.36%	Reduced
890	Todd Asset Management Louisville, Kentucky	$355K	-$47.8K	1	0.01%	Reduced
891	Atria Investments Charlotte, North Carolina	$352K	+$345K	1	0.04%	New
892	BAM Burnham Asset Management New York	$349K	-$582K	1	0.1%	Reduced
893	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$349K	+$21.6K	1	0.14%	Increased
894	FWM Frontier Wealth Management Kansas City, Missouri	$349K	$0	1	0.06%	Maintained
895	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$349K	-$27.6K	1	0.23%	Reduced
896	SCP Sandhill Capital Partners Buffalo, New York	$349K	-$17.6K	1	0.11%	Reduced
897	Prospera Financial Services Dallas, Texas	$348K	+$2.21K	1	0.07%	Increased
898	DI Diligent Investors Redlands, California	$344K	$0	1	0.33%	Maintained
899	GVT Genesee Valley Trust Pittsford, New York	$336K	+$10.9K	1	0.22%	Increased
900	Wealthspire Advisors (Maryland) Potomac, Maryland	$331K	+$30.1K	6	0.06%	Increased