← 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
1101	CL CSS LLC Chicago, Illinois	$268K	-$386K	1	0.01%	Reduced
1102	CC Cedar Capital Barrington, Illinois	$267K	+$248K	1	0.12%	New
1103	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$266K	$0	1	0.05%	Maintained
1104	NRI NFP Retirement Inc Aliso Viejo, California	$265K	+$226K	1	0.25%	New
1105	S Surevest Los Angeles, California	$262K	$0	1	0.11%	Maintained
1106	BL BFSG LLC Irvine, California	$260K	-$546K	1	0.05%	Reduced
1107	UMB Bank Kansas City, Missouri	$260K	-$50.7K	1	0.01%	Reduced
1108	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$258K	$0	1	0.03%	Maintained
1109	GFPC Global Financial Private Capital Sarasota, Florida	$258K	-$8.5K	1	0.01%	Reduced
1110	CIA CSat Investment Advisory Detroit, Michigan	$256K	-$2.33K	5	0.07%	Reduced
1111	LWMM Legacy Wealth Management (Mississippi) Ridgeland, Mississippi	$255K	+$216K	1	0.22%	New
1112	Walleye Capital New York	$255K	-$139K	3	0.02%	Reduced
1113	SB Simmons Bank Pine Bluff, Arkansas	$254K	-$29K	1	0.02%	Reduced
1114	Cetera Investment Advisers Schaumburg, Illinois	$252K	+$19.8K	1	0.03%	Increased
1115	OSIA O'Shares Investment Advisers Boston, Massachusetts	$251K	+$3K	1	0.03%	Increased
1116	SCM Schnieders Capital Management Pasadena, California	$251K	+$212K	1	0.09%	New
1117	MCM Maple Capital Management Montpelier, Vermont	$249K	-$19.3K	1	0.05%	Reduced
1118	CCM Campbell Capital Management Miami, Florida	$248K	$0	1	0.15%	Maintained
1119	DP Dearborn Partners Chicago, Illinois	$247K	$0	1	0.01%	Maintained
1120	OC Oakworth Capital Birmingham, Alabama	$247K	$0	2	0.04%	Maintained
1121	JWBC John W. Brooker & Co Oakland, California	$245K	+$217K	1	0.16%	New
1122	Park National Corp Newark, Ohio	$242K	+$288	1	0.01%	Increased
1123	IRC Investors Research Corp Atlanta, Georgia	$240K	-$4.98K	3	0.11%	Reduced
1124	Buckingham Strategic Wealth Clayton, Missouri	$238K	$0	1	0.02%	Maintained
1125	CC ClearArc Capital Cincinnati, Ohio	$238K	-$318K	1	0.09%	Reduced