← 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	SCA Snowden Capital Advisors New York	$453K	-$119K	1	0.04%	Reduced
977	JSP Jackson Square Partners Larkspur, California	$452K	+$386K	1	0%	New
978	One Capital Management Westlake Village, California	$445K	$0	1	0.06%	Maintained
979	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$443K	$0	1	0.2%	Maintained
980	CIA CSat Investment Advisory Detroit, Michigan	$441K	+$16.6K	5	0.04%	Increased
981	Cullen/Frost Bankers San Antonio, Texas	$440K	+$142K	5	0.01%	Increased
982	NSIM North Star Investment Management Chicago, Illinois	$438K	+$236	6	0.05%	Increased
983	SCM Symons Capital Management Pittsburgh, Pennsylvania	$434K	-$1.96K	1	0.27%	Reduced
984	Dynamic Advisor Solutions Phoenix, Arizona	$432K	+$204K	2	0.05%	Increased
985	PAG Private Advisory Group Redmond, Washington	$432K	+$454K	1	0.17%	New
986	MC Matisse Capital Portland, Oregon	$428K	$0	1	0.17%	Maintained
987	FFC First Financial Corp Terre Haute, Indiana	$427K	$0	3	0.36%	Maintained
988	CDH Charles D. Hyman	$425K	-$30.9K	1	0.04%	Reduced
989	RHBC R.H. Bluestein & Co Birmingham, Michigan	$425K	$0	1	0.02%	Maintained
990	GAG GM Advisory Group Melville, New York	$423K	$0	1	0.06%	Maintained
991	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$421K	+$434K	1	0.27%	New
992	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$419K	-$23.1K	1	0.14%	Reduced
993	Koshinski Asset Management Decatur, Illinois	$416K	+$367K	1	0.06%	New
994	Jones Financial Companies Des Peres, Missouri	$415K	-$5.49K	1	0%	Reduced
995	Global Retirement Partners San Rafael, California	$410K	-$103K	6	0.06%	Reduced
996	HC Hourglass Capital Houston, Texas	$406K	$0	1	0.14%	Maintained
997	AFAS Acorn Financial Advisory Services Reston, Virginia	$405K	+$18.5K	1	0.21%	Increased
998	BWM Biltmore Wealth Management Tempe, Arizona	$398K	-$24.8K	1	0.23%	Reduced
999	AO Advisor OS Chicago, Illinois	$397K	+$47.3K	1	0.17%	Increased
1000	HCM Highlander Capital Management Short Hills, New Jersey	$395K	-$12.8K	3	0.24%	Reduced