← 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	Cannell & Spears New York	$263K	+$174K	1	0.03%	New
1102	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$263K	-$16.1K	1	0.07%	Reduced
1103	MA Mutual Advisors Omaha, Nebraska	$263K	+$174K	1	0.03%	New
1104	FIA FNY Investment Advisers New York	$261K	-$243K	3	0.15%	Reduced
1105	HCM Hodges Capital Management Dallas, Texas	$261K	+$231K	1	0.05%	New
1106	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$260K	+$18.4K	3	0.1%	Increased
1107	VCA Verdence Capital Advisors Hunt Valley, Maryland	$260K	+$25.8K	1	0.06%	Increased
1108	JWBC John W. Brooker & Co Oakland, California	$258K	$0	1	0.18%	Maintained
1109	Burgundy Asset Management Toronto, Ontario, Canada	$257K	$0	1	0%	Maintained
1110	Chicago Partners Investment Group Chicago, Illinois	$257K	+$367	1	0.03%	Increased
1111	CPSC Carl P. Sherr & Co Worcester, Massachusetts	$255K	+$242K	1	0.25%	New
1112	CAM Cypress Asset Management Houston, Texas	$254K	+$217K	1	0.08%	New
1113	LC Lindbrook Capital Calabasas, California	$254K	-$378	8	0.08%	Reduced
1114	Heritage Wealth Advisors Richmond, Virginia	$253K	+$240K	3	0.04%	Increased
1115	Arax Advisory Partners Denver, Colorado	$249K	-$20.9K	4	0.04%	Reduced
1116	Avior Wealth Management Omaha, Nebraska	$246K	+$113K	4	0.04%	Increased
1117	6M 6 Meridian Wichita, Kansas	$245K	-$814K	1	0.03%	Reduced
1118	FAT First American Trust Santa Ana, California	$244K	-$5.19M	1	0.05%	Reduced
1119	SMFS Squar Milner Financial Services Irvine, California	$244K	-$69.1K	1	0.14%	Reduced
1120	Gofen & Glossberg Chicago, Illinois	$241K	+$205K	1	0.01%	New
1121	OC Oakworth Capital Birmingham, Alabama	$241K	$0	2	0.04%	Maintained
1122	Ashton Thomas Private Wealth Scottsdale, Arizona	$239K	+$227K	1	0.07%	New
1123	Cornerstone Investment Partners Atlanta, Georgia	$239K	+$219K	1	0.02%	New
1124	SB Simmons Bank Pine Bluff, Arkansas	$239K	+$227K	1	0.02%	New
1125	IAN Integrated Advisors Network Dallas, Texas	$238K	+$225K	1	0.03%	New