← 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
951	CCP Clarkston Capital Partners Rochester, Michigan	$378K	$0	1	0.01%	Maintained
952	CFA Capstone Financial Advisors Downers Grove, Illinois	$375K	$0	1	0.06%	Maintained
953	SM SG3 Management Dorado, Puerto Rico	$375K	+$350K	1	0.04%	New
954	SG StoneX Group New York	$375K	+$310K	1	0.29%	New
955	Diversified Trust Memphis, Tennessee	$373K	+$17.5K	1	0.02%	Increased
956	Cullen/Frost Bankers San Antonio, Texas	$371K	+$20.8K	5	0.01%	Increased
957	BAC Boys Arnold & Co Asheville, North Carolina	$370K	-$167K	1	0.06%	Reduced
958	NG Northstar Group New York	$370K	+$41.5K	1	0.17%	Increased
959	FBT First Bankers Trust Louisville, Kentucky	$365K	-$684K	1	0.17%	Reduced
960	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$364K	-$1.15K	1	0.04%	Reduced
961	ACC Accident Compensation Corp Wellington, New Zealand	$361K	-$413K	1	0.09%	Reduced
962	AP AlpInvest Partners Amsterdam, Netherlands	$359K	+$81.4K	1	0.49%	Increased
963	Heritage Investors Management Corp Bethesda, Maryland	$359K	+$3.92K	1	0.02%	Increased
964	CMT Capital Markets Trading Frankfurt, Germany	$358K	+$388K	1	0.01%	New
965	ACA Atlas Capital Advisors Jackson, Wyoming	$357K	-$249K	2	0.13%	Reduced
966	PAM Paradigm Asset Management New York	$354K	-$17.2K	1	0.1%	Reduced
967	HP Harbourvest Partners Boston, Massachusetts	$354K	+$337K	1	0.13%	New
968	KA Kintegral Advisory New York	$352K	-$10.7K	1	0.07%	Reduced
969	CTA Colonial Trust Advisors Spartanburg, South Carolina	$351K	-$126K	1	0.07%	Reduced
970	KPF K2 Principal Fund Toronto, Ontario, Canada	$350K	$0	1	0.04%	Maintained
971	Annex Advisory Services Brookfield, Wisconsin	$348K	$0	1	0.05%	Maintained
972	Lido Advisors Los Angeles, California	$347K	-$14.3K	1	0.02%	Reduced
973	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$344K	$0	1	0.12%	Maintained
974	CWM Chesapeake Wealth Management Williamsburg, Virginia	$343K	-$113K	1	0.15%	Reduced
975	AQA Alpha Quant Advisors Irving, Texas	$329K	-$86.2K	3	0.33%	Reduced