← 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	NSIM North Star Investment Management Chicago, Illinois	$422K	+$10K	6	0.05%	Increased
1002	WCA Windsor Creek Advisors Bethel, Vermont	$422K	-$1.14M	1	0.14%	Reduced
1003	TCM Tributary Capital Management Omaha, Nebraska	$421K	-$456K	1	0.04%	Reduced
1004	FCA FinTrust Capital Advisors Greenville, South Carolina	$417K	-$72.6K	6	0.17%	Reduced
1005	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$416K	+$257K	1	0.33%	Increased
1006	Jones Financial Companies Des Peres, Missouri	$415K	-$111K	1	0%	Reduced
1007	FFC First Financial Corp Terre Haute, Indiana	$413K	-$7.47K	3	0.35%	Reduced
1008	South Dakota Investment Council Sioux Falls, South Dakota	$410K	-$610K	3	0.01%	Reduced
1009	RT Rockland Trust Hanover, Massachusetts	$408K	-$27K	1	0.04%	Reduced
1010	BWA BDO Wealth Advisors Jacksonville, Florida	$404K	+$17.7K	5	0.07%	Increased
1011	Horizon Kinetics Asset Management New York	$400K	+$43.7K	2	0.01%	Increased
1012	HC Hourglass Capital Houston, Texas	$400K	$0	1	0.14%	Maintained
1013	AO Advisor OS Chicago, Illinois	$395K	+$336K	1	0.24%	New
1014	AIA Angeles Investment Advisors Santa Monica, California	$393K	-$59.2K	1	0.06%	Reduced
1015	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$390K	+$8.18K	1	0.02%	Increased
1016	CCG Chatham Capital Group Savannah, Georgia	$382K	-$57.3K	1	0.1%	Reduced
1017	PRC Pearl River Capital Niles, Michigan	$382K	-$37.5K	1	0.19%	Reduced
1018	Ethic Inc New York	$379K	-$58.2K	1	0.22%	Reduced
1019	BWM Biltmore Wealth Management Tempe, Arizona	$378K	+$399K	1	0.24%	New
1020	HCM Highlander Capital Management Short Hills, New Jersey	$378K	-$183K	3	0.24%	Reduced
1021	SCM Silvant Capital Management Atlanta, Georgia	$376K	$0	1	0.07%	Maintained
1022	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$374K	+$355K	1	0.25%	New
1023	AIM Anchor Investment Management Columbia, South Carolina	$367K	-$8.59K	3	0.08%	Reduced
1024	RNC Capital Management Los Angeles, California	$365K	$0	1	0.03%	Maintained
1025	MIS Morningstar Investment Services Chicago, Illinois	$362K	+$55.9K	1	0.01%	Increased