← 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
926	Paradigm Capital Management Inc Albany, New York	$297K	-$337K	1	0.02%	Reduced
927	Douglass Winthrop Advisors New York	$290K	$0	1	0.03%	Maintained
928	RFA Reilly Financial Advisors La Mesa, California	$288K	+$20.7K	3	0.07%	Increased
929	MCM Manchester Capital Management Manchester, Vermont	$286K	-$33.9K	3	0.04%	Reduced
930	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$285K	+$3.11K	1	0.09%	Increased
931	SNT Security National Trust Wheeling, West Virginia	$280K	+$225	2	0.12%	Increased
932	Covington Capital Management Los Angeles, California	$275K	$0	1	0.03%	Maintained
933	PAM Palisade Asset Management Minneapolis, Minnesota	$273K	$0	1	0.06%	Maintained
934	BA Bridgewater Advisors New York	$270K	+$257K	1	0.28%	New
935	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$269K	-$60.8K	1	0.16%	Reduced
936	AWA ARS Wealth Advisors St. Petersburg, Florida	$269K	+$249K	1	0.17%	New
937	OL Orbitronix LP Newport Beach, California	$267K	+$283K	1	0.19%	New
938	EFS Essex Financial Services Essex, Connecticut	$264K	+$1.76K	1	0.09%	Increased
939	TH Timber Hill Greenwich, Connecticut	$263K	-$361K	1	0%	Reduced
940	UMB Bank Kansas City, Missouri	$263K	+$244K	1	0.01%	New
941	CBU CIBC Bank USA Chicago, Illinois	$262K	+$9.95K	1	0.06%	Increased
942	Chilton Capital Management Houston, Texas	$261K	$0	1	0.03%	Maintained
943	1GA 1st Global Advisors Dallas, Texas	$260K	-$986K	1	0.05%	Reduced
944	O'Shaughnessy Asset Management Stamford, Connecticut	$260K	-$580K	3	0.01%	Reduced
945	DBT Dubuque Bank & Trust Dubuque, Iowa	$258K	-$19.6K	1	0.05%	Reduced
946	CAM Cacti Asset Management Atlanta, Georgia	$257K	+$238K	1	0.04%	New
947	SCP Sandhill Capital Partners Buffalo, New York	$255K	$0	1	0.1%	Maintained
948	TTWM TCV Trust & Wealth Management Richmond, Virginia	$255K	$0	1	0.04%	Maintained
949	AP Appleton Partners Boston, Massachusetts	$252K	-$12.1K	1	0.06%	Reduced
950	Atria Investments Charlotte, North Carolina	$252K	+$18K	1	0.03%	Increased