← 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	Simmons Bank Pine Bluff, Arkansas	$375K	$0	1	0.03%	Maintained
927	United Asset Strategies Garden City, New York	$374K	+$416K	1	0.11%	New
928	Trilogy Capital Irvine, California	$372K	+$427K	2	0.05%	New
929	DMK David M. Knott	$369K	$0	1	0.15%	Maintained
930	First PREMIER Bank Sioux Falls, South Dakota	$369K	$0	1	0.27%	Maintained
931	WPC White Pine Capital Bloomington, Minnesota	$369K	-$533K	1	0.14%	Reduced
932	Anchor Capital Advisors Boston, Massachusetts	$367K	$0	1	0.01%	Maintained
933	Wealthspire Advisors (Maryland) Potomac, Maryland	$367K	-$5.2K	9	0.03%	Reduced
934	Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$365K	+$419K	1	0.11%	New
935	WI WBI Investments Red Bank, New Jersey	$360K	+$412K	1	0.02%	New
936	Quadrant Capital Group Cincinnati, Ohio	$359K	+$28.9K	7	0.13%	Increased
937	OIA Optimum Investment Advisors Chicago, Illinois	$358K	+$116K	5	0.11%	Increased
938	KA Kaizen Advisory Wheaton, Illinois	$357K	+$303K	4	0.35%	Increased
939	PM Parametrica Management Wanchai, Hong Kong	$356K	+$310K	1	0.44%	New
940	Aristotle Atlantic Partners Sarasota, Florida	$354K	+$93.2K	1	0.13%	Increased
941	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$346K	-$12.9K	1	0.18%	Reduced
942	HCMT Highland Capital Management (Texas) Dallas, Texas	$345K	+$331K	1	0.02%	New
943	WEC Winslow Evans & Crocker Boston, Massachusetts	$344K	-$400	5	0.11%	Reduced
944	Isthmus Partners Madison, Wisconsin	$342K	+$56K	1	0.09%	Increased
945	MUFG Americas New York	$341K	-$15.8K	4	0.01%	Reduced
946	Raffa Wealth Management Washington, District of Columbia	$339K	+$4.5K	4	0.12%	Increased
947	DIM DC Investments Management Mclean, Virginia	$334K	-$527K	1	0.22%	Reduced
948	Sigma Planning Corp Ann Arbor, Michigan	$330K	-$316K	1	0.02%	Reduced
949	BI Bredin Investment Wilmington, Delaware	$326K	$0	1	0.28%	Maintained
950	BAM Bruderman Asset Management Locust Valley, New York	$324K	+$23.1K	3	0.08%	Increased