← 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	MC Matisse Capital Portland, Oregon	$409K	+$38.7K	1	0.29%	Increased
1002	CA Calton & Associates Tampa, Florida	$407K	-$1.3K	1	0.08%	Reduced
1003	S SimplyRich Carlsbad, California	$407K	$0	1	0.2%	Maintained
1004	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$403K	-$31.8K	1	0.04%	Reduced
1005	SCA Stonebridge Capital Advisors St Paul, Minnesota	$403K	-$2K	2	0.07%	Reduced
1006	Annex Advisory Services Brookfield, Wisconsin	$399K	$0	1	0.05%	Maintained
1007	CAM Chesapeake Asset Management New York	$399K	$0	1	0.68%	Maintained
1008	KPF K2 Principal Fund Toronto, Ontario, Canada	$399K	-$6.85M	1	0.03%	Reduced
1009	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$399K	-$6.34K	1	0.19%	Reduced
1010	Homrich & Berg Atlanta, Georgia	$396K	+$335K	1	0.02%	New
1011	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$386K	-$29.5K	1	0.1%	Reduced
1012	One Capital Management Westlake Village, California	$386K	$0	1	0.06%	Maintained
1013	PB Pinnacle Bancorp Beatrice, Nebraska	$386K	-$3K	3	0.27%	Reduced
1014	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$385K	+$10.8K	6	0.05%	Increased
1015	Cullen/Frost Bankers San Antonio, Texas	$384K	+$6.31K	4	0.01%	Increased
1016	Heritage Investors Management Corp Bethesda, Maryland	$382K	-$31.8K	1	0.02%	Reduced
1017	VNA Valley National Advisers Bethlehem, Pennsylvania	$382K	+$360K	2	0.1%	Increased
1018	RAM Roumell Asset Management Chevy Chase, Maryland	$380K	$0	1	0.87%	Maintained
1019	FA Fortis Advisors Wayne, Pennsylvania	$379K	-$116K	2	0.23%	Reduced
1020	ALAM Asahi Life Asset Management Tokyo, Japan	$376K	+$139K	1	0.06%	Increased
1021	Pentwater Capital Management Naples, Florida	$371K	-$482K	1	0.01%	Reduced
1022	DIM DC Investments Management Mclean, Virginia	$370K	-$413K	1	0.28%	Reduced
1023	EMG ETF Managers Group Summit, New Jersey	$369K	+$79.8K	1	0.01%	Increased
1024	MFG Monte Financial Group Guilford, Connecticut	$369K	-$79.4K	1	0.27%	Reduced
1025	AIC AWM Investment Company New York	$365K	$0	1	0.07%	Maintained