← 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
1026	CIM CIM Investment Management Pittsburgh, Pennsylvania	$286K	$0	1	0.1%	Maintained
1027	AWA ARS Wealth Advisors St. Petersburg, Florida	$285K	$0	1	0.1%	Maintained
1028	RIM Regent Investment Management Louisville, Kentucky	$285K	+$10.4K	1	0.1%	Increased
1029	Todd Asset Management Louisville, Kentucky	$285K	$0	1	0.01%	Maintained
1030	MC Matisse Capital Portland, Oregon	$280K	+$224K	1	0.22%	New
1031	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$279K	+$285K	1	0.04%	New
1032	FWP FAS Wealth Partners Leawood, Kansas	$278K	+$782	1	0.07%	Increased
1033	RT Rockland Trust Hanover, Massachusetts	$277K	-$41.3K	1	0.04%	Reduced
1034	Pentwater Capital Management Naples, Florida	$274K	+$248K	1	0%	New
1035	TFA Toth Financial Advisory Leesburg, Virginia	$274K	+$52.1K	3	0.06%	Increased
1036	SIA Starfire Investment Advisers Southfield, Michigan	$272K	$0	1	0.14%	Maintained
1037	DY Dowling & Yahnke San Diego, California	$265K	+$40.5K	1	0.02%	Increased
1038	SMC Smith, Moore & Co Clayton, Missouri	$261K	+$272K	1	0.07%	New
1039	BDF Balasa Dinverno & Foltz	$260K	+$208K	1	0.04%	New
1040	CF Centaurus Financial Anaheim, California	$259K	+$140K	8	0.04%	Increased
1041	UMB Bank Kansas City, Missouri	$259K	+$1.74K	1	0.01%	Increased
1042	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$257K	+$4.89K	4	0.17%	Increased
1043	CIM Contravisory Investment Management Norwell, Massachusetts	$255K	-$2.34K	2	0.09%	Reduced
1044	WTB Washington Trust Bank Spokane, Washington	$252K	$0	4	0.04%	Maintained
1045	Curi RMB Capital Chicago, Illinois	$250K	+$238K	1	0.01%	New
1046	DI Diligent Investors Redlands, California	$250K	$0	1	0.15%	Maintained
1047	JAM Jolley Asset Management Rocky Mount, North Carolina	$250K	+$261K	1	0.17%	New
1048	PHS Pekin Hardy Strauss Chicago, Illinois	$250K	-$12.8M	1	0.05%	Reduced
1049	Williams Jones & Associates New York	$250K	+$261K	1	0.01%	New
1050	DAM Diamant Asset Management Ridgefield, Connecticut	$249K	$0	1	0.24%	Maintained