← 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	ACA Atlas Capital Advisors Jackson, Wyoming	$539K	+$275K	2	0.13%	Increased
952	CI Investments Inc Toronto, Ontario, Canada	$537K	-$170K	1	0%	Reduced
953	OI Oakbrook Investments Lisle, Illinois	$536K	-$1.79M	2	0.11%	Reduced
954	AMC Asset Management Corp Northbrook, Illinois	$534K	+$463K	1	0.38%	New
955	NG Northstar Group New York	$531K	-$66.3K	1	0.2%	Reduced
956	Carson Wealth (CWM LLC) Omaha, Nebraska	$528K	$0	10	0%	Maintained
957	KA Kintegral Advisory New York	$525K	$0	1	0.1%	Maintained
958	Weiss Asset Management Boston, Massachusetts	$524K	$0	1	0.04%	Maintained
959	CCP Clarkston Capital Partners Rochester, Michigan	$522K	$0	1	0.02%	Maintained
960	LMAM Legg Mason Asset Management Tokyo, Japan	$522K	-$63K	1	0.56%	Reduced
961	MWM Mattern Wealth Management Lawrence, Kansas	$522K	+$463K	2	0.31%	New
962	Stratos Wealth Partners Beachwood, Ohio	$519K	+$439K	1	0.02%	New
963	SA Springowl Associates New York	$514K	$0	1	0.53%	Maintained
964	AFG Albion Financial Group Salt Lake City, Utah	$507K	+$216K	2	0.06%	Increased
965	Mercer Global Advisors Denver, Colorado	$504K	+$45	2	0.01%	Increased
966	Pendal Group Sydney, Australia	$503K	-$1.46M	1	0.01%	Reduced
967	CC Courier Capital Buffalo, New York	$501K	-$19.6K	2	0.06%	Reduced
968	CWA Asset Management Group Naples, Florida	$498K	-$205K	1	0.08%	Reduced
969	SI Sensato Investors San Francisco, California	$496K	$0	1	0.34%	Maintained
970	AFAS Acorn Financial Advisory Services Reston, Virginia	$495K	+$438K	1	0.42%	New
971	NSIM North Star Investment Management Chicago, Illinois	$488K	-$15.9K	6	0.05%	Reduced
972	SNT Security National Trust Wheeling, West Virginia	$487K	$0	3	0.14%	Maintained
973	RIA Regal Investment Advisors Kentwood, Michigan	$474K	-$26.6K	1	0.09%	Reduced
974	FFC First Financial Corp Terre Haute, Indiana	$466K	-$1.88M	3	0.34%	Reduced
975	WMC Westwood Management Corporation Chicago, Illinois	$465K	-$288K	1	0.06%	Reduced