← 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	AFWM AMJ Financial Wealth Management Leesburg, Virginia	$253K	-$130K	1	0.15%	Reduced
1102	LJAC L.J. Altfest & Co New York	$252K	-$12.4K	1	0.07%	Reduced
1103	FHC First Horizon Corporation Memphis, Tennessee	$251K	+$263K	7	0.03%	New
1104	Oberweis Asset Management Lisle, Illinois	$249K	$0	1	0.08%	Maintained
1105	VCA Verdence Capital Advisors Hunt Valley, Maryland	$249K	-$32.6K	1	0.06%	Reduced
1106	VCM Vivaldi Capital Management Chicago, Illinois	$249K	-$95.2K	1	0.06%	Reduced
1107	Penserra Capital Management Orinda, California	$248K	-$6.29M	4	0.01%	Reduced
1108	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$247K	-$32K	1	0.06%	Reduced
1109	OC Oakworth Capital Birmingham, Alabama	$246K	$0	2	0.04%	Maintained
1110	CL CSS LLC Chicago, Illinois	$245K	-$36K	1	0.01%	Reduced
1111	Park National Corp Newark, Ohio	$245K	-$9.6K	1	0.01%	Reduced
1112	PM Parametrica Management Wanchai, Hong Kong	$242K	+$261K	1	0.46%	New
1113	SB Simmons Bank Pine Bluff, Arkansas	$239K	-$4.43K	1	0.02%	Reduced
1114	AGC Angelo Gordon & Co New York	$238K	+$229K	1	0.03%	New
1115	AFG Albion Financial Group Salt Lake City, Utah	$234K	$0	1	0.03%	Maintained
1116	MCP Mirador Capital Partners Pleasanton, California	$234K	+$240K	1	0.07%	New
1117	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$234K	$0	3	0.08%	Maintained
1118	SWM SVA Wealth Management Madison, Wisconsin	$234K	-$210K	1	0.02%	Reduced
1119	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$233K	-$84.6K	1	0.03%	Reduced
1120	WCM Weik Capital Management Wyomissing, Pennsylvania	$232K	$0	1	0.11%	Maintained
1121	ZCM Zebra Capital Management Stamford, Connecticut	$232K	+$232K	1	0.36%	New
1122	LC Lindbrook Capital Calabasas, California	$231K	-$6.52K	8	0.06%	Reduced
1123	Savant Capital Rockford, Illinois	$230K	+$12.2K	1	0.02%	Increased
1124	KIA KCM Investment Advisors Greenbrae, California	$229K	-$7.37K	1	0.01%	Reduced
1125	SCA Stonebridge Capital Advisors St Paul, Minnesota	$229K	-$255K	1	0.04%	Reduced