← 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
1051	VCG Vantage Consulting Group Virginia Beach, Virginia	$427K	+$403K	10	0.03%	New
1052	RT Rockland Trust Hanover, Massachusetts	$426K	-$25.5K	1	0.03%	Reduced
1053	CFGS Concourse Financial Group Securities Birmingham, Alabama	$425K	-$47.4K	7	0.03%	Reduced
1054	GAM Grandview Asset Management Harrisburg, Pennsylvania	$424K	+$403K	1	0.28%	New
1055	Williams Jones Wealth Management New York	$424K	+$99.7K	1	0.01%	Increased
1056	CCG Chatham Capital Group Savannah, Georgia	$423K	$0	1	0.1%	Maintained
1057	IIC Ironwood Investment Counsel Scottsdale, Arizona	$423K	+$44.3K	1	0.1%	Increased
1058	Leonteq Securities AG Zurich, Switzerland	$420K	+$411K	3	0.02%	New
1059	SteelPeak Wealth Woodland Hills, California	$420K	+$420K	1	0.04%	New
1060	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$417K	$0	1	0.06%	Maintained
1061	MBT Montecito Bank & Trust Santa Barbara, California	$417K	+$384K	1	0.09%	New
1062	RHBC R.H. Bluestein & Co Birmingham, Michigan	$416K	$0	1	0.02%	Maintained
1063	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$415K	+$361K	2	0.2%	New
1064	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$412K	-$145K	1	0.13%	Reduced
1065	CAAS Capital Asset Advisory Services Williamston, Michigan	$411K	+$380K	6	0.07%	New
1066	AGC Angelo Gordon & Co New York	$410K	$0	1	0.04%	Maintained
1067	MHP Manatuck Hill Partners Westport, Connecticut	$409K	+$317K	1	0.16%	New
1068	CDH Charles D. Hyman	$408K	$0	1	0.03%	Maintained
1069	LIM Longfellow Investment Management Boston, Massachusetts	$408K	+$407K	3	0.05%	New
1070	RNC Capital Management Los Angeles, California	$404K	$0	1	0.03%	Maintained
1071	VFA Values First Advisors Gray, Tennessee	$404K	+$24.6K	1	0.32%	Increased
1072	BWA BDO Wealth Advisors Jacksonville, Florida	$402K	+$8.4K	6	0.06%	Increased
1073	FF FourThought Financial Venice, Florida	$400K	+$366K	8	0.06%	New
1074	Beacon Pointe Advisors Newport Beach, California	$399K	+$68.7K	1	0.03%	Increased
1075	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$398K	-$6.28K	1	0.21%	Reduced