← 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	Conning Inc Hartford, Connecticut	$579K	-$56.9K	2	0.02%	Reduced
927	Valeo Financial Advisors Carmel, Indiana	$578K	-$257K	9	0.05%	Reduced
928	WMC Westwood Management Corporation Chicago, Illinois	$576K	$0	1	0.06%	Maintained
929	WAM Weatherly Asset Management Del Mar, California	$575K	+$196K	2	0.1%	Increased
930	CNC Canandaigua National Corp Canandaigua, New York	$567K	+$503K	2	0.1%	New
931	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$567K	$0	1	0.23%	Maintained
932	Inspire Investing Meridian, Idaho	$566K	-$181K	2	0.2%	Reduced
933	FC Fulcrum Capital Seattle, Washington	$564K	+$7.04K	1	0.21%	Increased
934	SC SRB Corp Boston, Massachusetts	$560K	+$529K	1	0.05%	New
935	GDP Great Diamond Partners Portland, Maine	$557K	+$13.9K	1	0.23%	Increased
936	SOAMC Spirit of America Management Corp Syosset, New York	$557K	$0	2	0.14%	Maintained
937	AWCI Alpine Woods Capital Investors Purchase, New York	$555K	$0	1	0.11%	Maintained
938	DY Dowling & Yahnke San Diego, California	$555K	-$1.64K	1	0.05%	Reduced
939	CCA Checchi Capital Advisers Beverly Hills, California	$554K	+$257K	2	0.07%	Increased
940	Hillsdale Investment Management Toronto, Ontario, Canada	$551K	-$403K	5	0.05%	Reduced
941	CCP Clarkston Capital Partners Rochester, Michigan	$550K	$0	1	0.02%	Maintained
942	Phoenix Financial Givatayim, Israel	$545K	+$502K	1	0.02%	New
943	SCA Spearhead Capital Advisors Wellington, Florida	$544K	+$412K	2	0.12%	New
944	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$542K	+$25.6K	5	0.06%	Increased
945	OR Olympiad Research Stamford, Connecticut	$540K	-$15K	2	0.38%	Reduced
946	F F3Logic Burnsville, Minnesota	$534K	+$506K	1	0.1%	New
947	SIA Starfire Investment Advisers Southfield, Michigan	$534K	$0	2	0.26%	Maintained
948	AP Advisors Preferred Rockville, Maryland	$532K	+$515K	1	0.15%	New
949	Global Retirement Partners San Rafael, California	$531K	+$224K	7	0.08%	Increased
950	Huntington National Bank Columbus, Ohio	$531K	-$121K	7	0.01%	Reduced