← 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	Calamos Advisors Naperville, Illinois	$541K	-$107K	1	0%	Reduced
877	VCA Verdence Capital Advisors Hunt Valley, Maryland	$539K	-$84.2K	1	0.15%	Reduced
878	PIA Phoenix Investment Adviser New York	$537K	+$736K	1	1.16%	New
879	MIA MainStreet Investment Advisors Chicago, Illinois	$536K	+$9.6K	1	0.08%	Increased
880	WP WealthSource Partners San Luis Obispo, California	$532K	-$7.74K	1	0.12%	Reduced
881	HC Hourglass Capital Houston, Texas	$531K	$0	2	0.15%	Maintained
882	APA American Portfolios Advisors Holbrook, New York	$531K	+$111K	8	0.05%	Increased
883	UFM Ursa Fund Management Danville, California	$530K	+$574K	1	0.04%	New
884	Carson Wealth (CWM LLC) Omaha, Nebraska	$528K	+$76.9K	10	0%	Increased
885	CWA Asset Management Group Naples, Florida	$527K	-$14.7K	1	0.1%	Reduced
886	Farmers & Merchants Investments Inc Lincoln, Nebraska	$520K	+$22.6K	4	0.03%	Increased
887	Thompson Siegel & Walmsley Richmond, Virginia	$518K	-$308K	1	0.01%	Reduced
888	CHC City Holding Co Charleston, West Virginia	$517K	-$51.9K	2	0.15%	Reduced
889	GC Grace Capital Quincy, Massachusetts	$513K	-$830K	1	0.2%	Reduced
890	SCM Stonebridge Capital Management Los Angeles, California	$512K	+$309K	1	0.19%	Increased
891	CAM Chesapeake Asset Management New York	$507K	-$14.2K	1	0.86%	Reduced
892	FM Foster & Motley Cincinnati, Ohio	$506K	-$77.7K	1	0.07%	Reduced
893	Conning Inc Hartford, Connecticut	$502K	+$252K	2	0.02%	Increased
894	RBFC Roman Butler Fullerton & Co St Louis, Missouri	$502K	-$17K	1	0.35%	Reduced
895	P Pitcairn Conshohocken, Pennsylvania	$500K	+$6.92K	1	0.05%	Increased
896	SAM Symphony Asset Management San Francisco, California	$499K	+$401K	2	0.13%	Increased
897	BCM BTC Capital Management Des Moines, Iowa	$497K	-$47.1K	1	0.08%	Reduced
898	AWM Altium Wealth Management Purchase, New York	$495K	-$10.9K	2	0.08%	Reduced
899	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$494K	+$161K	1	0.01%	Increased
900	CC Courier Capital Buffalo, New York	$492K	+$115	2	0.06%	Increased