← 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	RIM Rampart Investment Management Hartford, Connecticut	$478K	-$37.5K	3	0.18%	Reduced
877	Avantax Planning Partners Dubuque, Iowa	$471K	-$651K	1	0.04%	Reduced
878	PTC Petrus Trust Company Dallas, Texas	$471K	+$266K	1	0.12%	Increased
879	KI Koch Industries Wichita, Kansas	$470K	-$1.28M	1	0.07%	Reduced
880	AIM Anchor Investment Management Columbia, South Carolina	$470K	-$199K	4	0.12%	Reduced
881	OTC Opera Trading Capital Paris, France	$468K	+$292K	1	0.1%	Increased
882	EGA E&G Advisors Houston, Texas	$463K	-$49.7K	1	0.2%	Reduced
883	TEE Tibra Equities Europe London, United Kingdom	$461K	+$435K	1	0.2%	New
884	FAB First American Bank Dundee, Illinois	$458K	-$2.58K	1	0.03%	Reduced
885	Stonehage Fleming Financial Services St. Helier, Jersey	$456K	+$430K	1	0.02%	New
886	RAM Redmond Asset Management Henrico, Virginia	$453K	$0	1	0.19%	Maintained
887	Covington Capital Management Los Angeles, California	$450K	+$32.5K	2	0.03%	Increased
888	Heritage Investors Management Corp Bethesda, Maryland	$446K	$0	1	0.03%	Maintained
889	RIM Redwood Investment Management Scottsdale, Arizona	$446K	+$462K	1	0.19%	New
890	DCM Delpha Capital Management New York	$444K	+$444K	6	0.48%	New
891	NFGCM Norman Fields Gottscho Capital Management New York	$441K	$0	1	0.24%	Maintained
892	WhitTier Trust Company Reno, Nevada	$438K	-$325K	4	0.04%	Reduced
893	Fuller & Thaler Asset Management San Mateo, California	$437K	-$5.52M	1	0.01%	Reduced
894	CC Courier Capital Buffalo, New York	$431K	+$3.98K	1	0.06%	Increased
895	Chicago Partners Investment Group Chicago, Illinois	$430K	$0	2	0.07%	Maintained
896	HC Hourglass Capital Houston, Texas	$428K	$0	1	0.1%	Maintained
897	NMC Nine Masts Capital Central, Hong Kong	$428K	+$440K	1	0.06%	New
898	MGO One Seven Beachwood, Ohio	$426K	+$414K	4	0.2%	New
899	Atria Investments Charlotte, North Carolina	$420K	+$3.39K	1	0.02%	Increased
900	BW Biegel & Waller Columbia, Maryland	$420K	$0	1	0.24%	Maintained