← 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
1001	Brown Brothers Harriman & Co New York	$246K	-$4.85K	5	0%	Reduced
1002	FC Fairpointe Capital Chicago, Illinois	$245K	$0	1	0.01%	Maintained
1003	RFA Reilly Financial Advisors La Mesa, California	$245K	-$4.95K	3	0.03%	Reduced
1004	Boothbay Fund Management New York	$244K	-$1.12M	1	0.02%	Reduced
1005	BAM Boyar Asset Management New York	$244K	-$47.6K	1	0.18%	Reduced
1006	BI Bredin Investment Wilmington, Delaware	$244K	-$221K	1	0.21%	Reduced
1007	FIM Frontier Investment Management Dallas, Texas	$244K	$0	1	0.02%	Maintained
1008	MIM Manitou Investment Management Toronto, Ontario, Canada	$244K	-$111K	1	0.06%	Reduced
1009	Obermeyer Wealth Partners Aspen, Colorado	$242K	-$8.71K	1	0.02%	Reduced
1010	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$241K	+$219K	1	0.01%	New
1011	Ancora Advisors Cleveland, Ohio	$239K	$0	1	0.01%	Maintained
1012	DAM Diamant Asset Management Ridgefield, Connecticut	$238K	$0	1	0.24%	Maintained
1013	Bailard Foster City, California	$237K	+$32.1K	1	0.01%	Increased
1014	RNC Capital Management Los Angeles, California	$232K	-$37K	1	0.02%	Reduced
1015	AWA ARS Wealth Advisors St. Petersburg, Florida	$231K	$0	1	0.07%	Maintained
1016	EMG ETF Managers Group Summit, New Jersey	$230K	-$778K	1	0.01%	Reduced
1017	IFS Ifrah Financial Services Little Rock, Arkansas	$230K	-$205K	1	0.09%	Reduced
1018	First Citizens Bank & Trust Raleigh, North Carolina	$229K	$0	1	0.03%	Maintained
1019	NewEdge Advisors New Orleans, Louisiana	$226K	+$248K	1	0.01%	New
1020	SWM SVA Wealth Management Madison, Wisconsin	$226K	$0	1	0.02%	Maintained
1021	VRM Vectors Research Management New York	$224K	$0	2	0.12%	Maintained
1022	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$224K	+$71.4K	6	0.03%	Increased
1023	CC Courier Capital Buffalo, New York	$223K	-$261K	1	0.03%	Reduced
1024	IIC Ironwood Investment Counsel Scottsdale, Arizona	$222K	+$202K	1	0.08%	New
1025	WCM Weik Capital Management Wyomissing, Pennsylvania	$222K	-$337K	1	0.11%	Reduced