← 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
901	YMRC Yorktown Management & Research Company Forest, Virginia	$329K	$0	1	0.1%	Maintained
902	OIA Optimum Investment Advisors Chicago, Illinois	$326K	+$23.8K	1	0.11%	Increased
903	SGAM Smith Group Asset Management Dallas, Texas	$326K	-$38.6M	2	0.01%	Reduced
904	RIL Rothschild Investment LLC Chicago, Illinois	$324K	-$206K	1	0.04%	Reduced
905	PP Patten & Patten Chattanooga, Tennessee	$320K	$0	1	0.04%	Maintained
906	Synovus Financial Columbus, Georgia	$318K	-$141K	1	0.01%	Reduced
907	PIA Piedmont Investment Advisors Durham, North Carolina	$317K	+$596	1	0.01%	Increased
908	Montag & Associates Atlanta, Georgia	$313K	-$3.82M	1	0.04%	Reduced
909	RIM Regent Investment Management Louisville, Kentucky	$311K	$0	1	0.11%	Maintained
910	AWA Arete Wealth Advisors Chicago, Illinois	$308K	+$315K	1	0.14%	New
911	CCM Coliseum Capital Management Rowayton, Connecticut	$308K	-$210K	1	0.19%	Reduced
912	Wolverine Asset Management Chicago, Illinois	$304K	-$30.7M	1	0%	Reduced
913	IAM Integre Asset Management New York	$302K	+$9K	1	0.18%	Increased
914	NAM NorthCoast Asset Management Greenwich, Connecticut	$301K	+$326K	1	0.03%	New
915	IPC Independent Portfolio Consultants Boca Raton, Florida	$300K	-$528K	2	0.12%	Reduced
916	ID Integral Derivatives New York	$300K	-$94.4K	1	0.01%	Reduced
917	KP Keel Point Huntsville, Alabama	$300K	$0	1	0.06%	Maintained
918	WA WealthTrust Axiom Wayne, Pennsylvania	$295K	-$176K	1	0.11%	Reduced
919	RWM Raffa Wealth Management Washington, District of Columbia	$292K	$0	1	0.13%	Maintained
920	Lido Advisors Los Angeles, California	$291K	+$33.1K	1	0.06%	Increased
921	Curi RMB Capital Chicago, Illinois	$290K	+$36.4K	1	0.01%	Increased
922	AFG Albion Financial Group Salt Lake City, Utah	$288K	$0	1	0.05%	Maintained
923	MCF Advisors Covington, Kentucky	$284K	-$11.7K	2	0.06%	Reduced
924	SSW Smith Shellnut Wilson Ridgeland, Mississippi	$283K	-$12.9K	1	0.29%	Reduced
925	FWP FAS Wealth Partners Leawood, Kansas	$282K	+$697	1	0.08%	Increased