← 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	MC Matisse Capital Portland, Oregon	$361K	-$132K	1	0.12%	Reduced
1027	AMG Advisors Management Group La Crosse, Wisconsin	$360K	-$26.6K	1	0.16%	Reduced
1028	VCM Vivaldi Capital Management Chicago, Illinois	$360K	+$317K	1	0.07%	New
1029	MFG Magnus Financial Group New York	$358K	-$89	2	0.04%	Reduced
1030	AFAS Acorn Financial Advisory Services Reston, Virginia	$357K	-$144K	1	0.25%	Reduced
1031	DMK David M. Knott	$352K	$0	1	0.19%	Maintained
1032	Heritage Investors Management Corp Bethesda, Maryland	$352K	-$3.33K	1	0.02%	Reduced
1033	PK Pflug Koory Omaha, Nebraska	$351K	-$19K	2	0.26%	Reduced
1034	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$350K	-$12.9K	1	0.05%	Reduced
1035	CC Cedar Capital Barrington, Illinois	$346K	+$26.2K	1	0.13%	Increased
1036	DAM Diamant Asset Management Ridgefield, Connecticut	$346K	$0	1	0.36%	Maintained
1037	PB Pinnacle Bancorp Beatrice, Nebraska	$344K	$0	3	0.26%	Maintained
1038	Geneos Wealth Management Englewood, Colorado	$341K	-$518	6	0.02%	Reduced
1039	PTC Private Trust Company Cleveland, Ohio	$341K	-$16.1K	1	0.07%	Reduced
1040	CFA Carroll Financial Associates Charlotte, North Carolina	$340K	+$112K	5	0.03%	Increased
1041	WhitTier Trust Company Reno, Nevada	$340K	-$7.13K	5	0.02%	Reduced
1042	IIC Ironwood Investment Counsel Scottsdale, Arizona	$339K	+$654	1	0.1%	Increased
1043	Vanguard Personalized Indexing Management Oakland, California	$339K	-$457K	1	0.15%	Reduced
1044	IRC Investors Research Corp Atlanta, Georgia	$338K	-$2.56K	3	0.17%	Reduced
1045	Wealthspire Advisors (New York) New York	$338K	-$556K	1	0.02%	Reduced
1046	Covington Capital Management Los Angeles, California	$337K	-$3K	2	0.02%	Reduced
1047	SFM Systematic Financial Management Teaneck, New Jersey	$337K	-$149K	1	0.02%	Reduced
1048	HFAS Hummer Financial Advisory Services Chicago, Illinois	$336K	+$13.3K	1	0.43%	Increased
1049	PCG Private Capital Group West Hartford, Connecticut	$333K	+$19.8K	6	0.07%	Increased
1050	CAM ClariVest Asset Management San Diego, California	$332K	+$307K	2	0.01%	Increased