← 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	HighPoint Advisor Group Downers Grove, Illinois	$455K	+$74.6K	1	0.05%	Increased
1102	RT Rockland Trust Hanover, Massachusetts	$452K	-$110K	1	0.03%	Reduced
1103	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$451K	$0	1	0.14%	Maintained
1104	VF Virtu Financial New York	$449K	-$332K	2	0.04%	Reduced
1105	Harvest Fund Management Beijing, China	$448K	-$152K	4	0.05%	Reduced
1106	ACM AlphaStar Capital Management Cornelius, North Carolina	$447K	+$1.91K	1	0.06%	Increased
1107	Chicago Partners Investment Group Chicago, Illinois	$443K	+$212K	2	0.03%	Increased
1108	S SimplyRich Carlsbad, California	$443K	$0	1	0.2%	Maintained
1109	WCM Weld Capital Management New York	$438K	+$450K	1	0.44%	New
1110	CIM Cambria Investment Management Manhattan Beach, California	$436K	+$63.3K	1	0.07%	Increased
1111	One Capital Management Westlake Village, California	$435K	$0	1	0.04%	Maintained
1112	Eagle Global Advisors Houston, Texas	$432K	-$200K	1	0.03%	Reduced
1113	FHC First Horizon Corporation Memphis, Tennessee	$429K	+$25K	9	0.04%	Increased
1114	VCG Vantage Consulting Group Virginia Beach, Virginia	$423K	+$427K	2	0.07%	New
1115	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$422K	$0	1	0.06%	Maintained
1116	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$422K	+$414K	1	0.02%	New
1117	RHBC R.H. Bluestein & Co Birmingham, Michigan	$416K	$0	1	0.02%	Maintained
1118	S Surevest Los Angeles, California	$416K	$0	1	0.11%	Maintained
1119	Caption Management Oklahoma City, Oklahoma	$414K	-$284K	1	0.01%	Reduced
1120	LMAM Legg Mason Asset Management Tokyo, Japan	$411K	-$34.7K	1	0.45%	Reduced
1121	PP Patten & Patten Chattanooga, Tennessee	$410K	-$223K	1	0.03%	Reduced
1122	WhitTier Trust Company Reno, Nevada	$408K	+$35.9K	6	0.02%	Increased
1123	WA Wealth Alliance Mellville, New York	$404K	-$3.07K	1	0.1%	Reduced
1124	GC Gruss & Co West Palm Beach, Florida	$401K	+$11.2K	1	1.46%	Increased
1125	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$397K	+$70K	2	0.03%	Increased