← 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
976	Soleus Capital Management Greenwich, Connecticut	$488K	+$431K	1	0.28%	New
977	Old National Bancorp Evansville, Indiana	$481K	+$203K	2	0.02%	Increased
978	SCA Stonebridge Capital Advisors St Paul, Minnesota	$480K	$0	3	0.09%	Maintained
979	FAB First American Bank Dundee, Illinois	$477K	-$1.99K	1	0.03%	Reduced
980	GAG GM Advisory Group Melville, New York	$474K	+$404K	1	0.09%	New
981	NG Northstar Group New York	$474K	-$46.8K	1	0.19%	Reduced
982	DFA Delta Financial Advisors New Orleans, Louisiana	$471K	+$8.2K	1	0.28%	Increased
983	CRWM Castle Rock Wealth Management Walnut Creek, California	$459K	+$402K	1	0.27%	New
984	GCP GSA Capital Partners London, United Kingdom	$459K	-$612K	2	0.26%	Reduced
985	S SimplyRich Carlsbad, California	$458K	$0	1	0.25%	Maintained
986	AI Atom Investors Austin, Texas	$457K	+$434K	2	0.03%	New
987	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$456K	+$523K	1	1.76%	Increased
988	One Capital Management Westlake Village, California	$454K	$0	1	0.07%	Maintained
989	CAN Claraphi Advisory Network Aliso Viejo, United States	$449K	+$116K	1	0.19%	Increased
990	CFA Capstone Financial Advisors Downers Grove, Illinois	$445K	+$118K	1	0.05%	Increased
991	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$445K	-$521K	1	0.41%	Reduced
992	CCM Compass Capital Management Minneapolis, Minnesota	$441K	$0	1	0.05%	Maintained
993	Quadrant Capital Group Cincinnati, Ohio	$441K	-$555K	11	0.1%	Reduced
994	Ritholtz Wealth Management New York	$439K	+$204K	1	0.06%	Increased
995	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$436K	$0	1	0.21%	Maintained
996	RHBC R.H. Bluestein & Co Birmingham, Michigan	$433K	-$208K	1	0.02%	Reduced
997	SCM Symons Capital Management Pittsburgh, Pennsylvania	$432K	-$1.77K	1	0.27%	Reduced
998	HC Henshaw Capital Woburn, Massachusetts	$432K	$0	1	0.04%	Maintained
999	CIA CSat Investment Advisory Detroit, Michigan	$431K	+$69.6K	5	0.05%	Increased
1000	CA Calton & Associates Tampa, Florida	$424K	+$33.7K	1	0.09%	Increased