← 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	FRM Fox Run Management Greenwich, Connecticut	$293K	+$52.5K	1	0.39%	Increased
1077	ST Somerset Trust Somerset, Pennsylvania	$293K	+$276K	1	0.16%	New
1078	SIM Spark Investment Management New York	$292K	-$1.4M	1	1.07%	Reduced
1079	XM XTX Markets New York	$290K	+$275K	1	0.98%	New
1080	WC Woodstock Corp Boston, Massachusetts	$289K	$0	1	0.05%	Maintained
1081	RCA Ranch Capital Advisors Sarasota, Florida	$288K	+$60.3K	2	0.23%	Increased
1082	Park National Corp Newark, Ohio	$285K	-$7.69K	1	0.02%	Reduced
1083	Benjamin F. Edwards & Company St. Louis, Missouri	$282K	-$49.3K	4	0.02%	Reduced
1084	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$281K	$0	1	0.05%	Maintained
1085	Oberweis Asset Management Lisle, Illinois	$278K	-$32.7K	1	0.11%	Reduced
1086	ATC Argent Trust Co Nashville, Tennessee	$277K	-$846K	1	0.03%	Reduced
1087	NRI NFP Retirement Inc Aliso Viejo, California	$277K	-$200	1	0.2%	Reduced
1088	GCA Greenwood Capital Associates Greenwood, South Carolina	$276K	+$253K	1	0.06%	New
1089	First Citizens Bank & Trust Raleigh, North Carolina	$275K	+$182K	1	0.02%	New
1090	Beacon Pointe Advisors Newport Beach, California	$274K	+$22.2K	1	0.03%	Increased
1091	VRM Vectors Research Management New York	$274K	$0	3	0.11%	Maintained
1092	CC Courier Capital Buffalo, New York	$273K	$0	1	0.04%	Maintained
1093	VFA Values First Advisors Gray, Tennessee	$272K	+$257K	1	0.27%	New
1094	CL CSS LLC Chicago, Illinois	$270K	-$680K	1	0.02%	Reduced
1095	IFS Ifrah Financial Services Little Rock, Arkansas	$269K	+$178K	1	0.1%	New
1096	LJAC L.J. Altfest & Co New York	$269K	+$245K	1	0.08%	New
1097	SCM Schnieders Capital Management Pasadena, California	$267K	-$6.67K	1	0.11%	Reduced
1098	CFGS Concourse Financial Group Securities Birmingham, Alabama	$264K	-$21.1K	5	0.03%	Reduced
1099	FC Fairpointe Capital Chicago, Illinois	$264K	$0	1	0.04%	Maintained
1100	GHA GW Henssler & Associates Kennesaw, Georgia	$264K	+$174K	1	0.02%	New