← 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	BWA BDO Wealth Advisors Jacksonville, Florida	$392K	-$2.12K	6	0.06%	Reduced
1002	CFGS Concourse Financial Group Securities Birmingham, Alabama	$383K	+$110K	9	0.03%	Increased
1003	CCM Cribstone Capital Management Augusta, Maine	$383K	+$370K	1	0.31%	New
1004	WA Wealth Alliance Mellville, New York	$382K	-$318K	1	0.14%	Reduced
1005	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$380K	-$294K	1	0.07%	Reduced
1006	CP Camelot Portfolios Maumee, Ohio	$379K	-$349K	1	0.24%	Reduced
1007	MCM Matarin Capital Management New York	$367K	-$223K	1	0.08%	Reduced
1008	FCA FinTrust Capital Advisors Greenville, South Carolina	$366K	-$157K	7	0.07%	Reduced
1009	RT Rockland Trust Hanover, Massachusetts	$366K	+$1.66K	1	0.03%	Increased
1010	CCM Campbell Capital Management Miami, Florida	$360K	+$92.3K	1	0.21%	Increased
1011	PK Pflug Koory Omaha, Nebraska	$359K	$0	2	0.24%	Maintained
1012	AMG Advisors Management Group La Crosse, Wisconsin	$358K	-$8.09K	1	0.15%	Reduced
1013	DMK David M. Knott	$357K	$0	1	0.21%	Maintained
1014	Benjamin F. Edwards & Company St. Louis, Missouri	$354K	+$75K	5	0.02%	Increased
1015	AWA ARS Wealth Advisors St. Petersburg, Florida	$351K	$0	1	0.1%	Maintained
1016	VRM Vectors Research Management New York	$351K	+$65.9K	2	0.13%	Increased
1017	AIM Anchor Investment Management Columbia, South Carolina	$351K	-$42K	3	0.07%	Reduced
1018	Wealthspire Advisors (Maryland) Potomac, Maryland	$350K	-$130K	1	0.01%	Reduced
1019	Wealthspire Advisors (New York) New York	$350K	$0	1	0.02%	Maintained
1020	WhitTier Trust Company Reno, Nevada	$349K	$0	5	0.02%	Maintained
1021	Ethic Inc New York	$348K	+$10.5K	1	0.13%	Increased
1022	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$348K	$0	1	0.15%	Maintained
1023	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$348K	$0	1	0.01%	Maintained
1024	TSS Two Sigma Securities New York	$344K	+$218K	2	0.01%	Increased
1025	KA Kovack Advisors Ft. Lauderdale, Florida	$343K	+$331K	2	0.06%	New