← 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
1076	Covington Capital Management Los Angeles, California	$301K	-$4.51K	4	0.02%	Reduced
1077	WCM Weik Capital Management Wyomissing, Pennsylvania	$301K	$0	1	0.14%	Maintained
1078	Obermeyer Wealth Partners Aspen, Colorado	$300K	-$7.13K	1	0.03%	Reduced
1079	Wealthspire Advisors (Maryland) Potomac, Maryland	$300K	+$41.3K	2	0.02%	Increased
1080	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$298K	+$1.58K	1	0.04%	Increased
1081	SWM SeaCrest Wealth Management Purchase, New York	$298K	-$18.6K	1	0.05%	Reduced
1082	RNC Capital Management Los Angeles, California	$294K	$0	1	0.02%	Maintained
1083	BRF B. Riley Financial Los Angeles, California	$292K	+$256K	2	0.07%	Increased
1084	FCA FinTrust Capital Advisors Greenville, South Carolina	$291K	-$13.4K	6	0.12%	Reduced
1085	PFM Patton Fund Management Dallas, Texas	$291K	+$271K	1	0.1%	New
1086	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$289K	-$16.8K	1	0.05%	Reduced
1087	Great Valley Advisor Group Wilmington, Delaware	$287K	+$268K	1	0.06%	New
1088	TCOV Trust Company of Vermont Brattleboro, Vermont	$285K	-$58	5	0.02%	Reduced
1089	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$282K	-$3.62K	1	0.09%	Reduced
1090	FC Fairpointe Capital Chicago, Illinois	$280K	-$14.4K	1	0.02%	Reduced
1091	First Citizens Bank & Trust Raleigh, North Carolina	$279K	+$37.1K	1	0.03%	Increased
1092	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$278K	$0	1	0.02%	Maintained
1093	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$277K	+$235K	1	0.03%	New
1094	SWM SVA Wealth Management Madison, Wisconsin	$276K	$0	1	0.03%	Maintained
1095	PCM Palouse Capital Management Spokane, Washington	$274K	-$56.8K	1	0.1%	Reduced
1096	Altshuler Shaham Tel Aviv, Israel	$273K	+$8.53K	2	0.01%	Increased
1097	Arax Advisory Partners Denver, Colorado	$273K	-$3.38K	4	0.08%	Reduced
1098	BCM Basso Capital Management Stamford, Connecticut	$273K	-$713K	1	0.06%	Reduced
1099	Cookson Peirce & Co Pittsburgh, Pennsylvania	$273K	$0	1	0.02%	Maintained
1100	IIC Ironwood Investment Counsel Scottsdale, Arizona	$272K	-$10.8K	1	0.09%	Reduced