← 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
1176	VF Virtu Financial New York	$353K	-$3.36M	2	0.03%	Reduced
1177	EC Enhancing Capital Harrisburg, Pennsylvania	$351K	$0	1	0.43%	Maintained
1178	CCM Campbell Capital Management Miami, Florida	$349K	$0	1	0.32%	Maintained
1179	MA MYDA Advisors Woodmere, New York	$347K	-$112K	1	0.16%	Reduced
1180	DP Dearborn Partners Chicago, Illinois	$344K	+$13K	1	0.02%	Increased
1181	GBT Grove Bank & Trust Miami, Florida	$342K	+$107K	1	0.08%	Increased
1182	AWAG ARS Wealth Advisors Group St. Petersburg, Florida	$339K	$0	1	0.05%	Maintained
1183	Mather Group Chicago, Illinois	$339K	-$14.8K	1	0.01%	Reduced
1184	CA Crumly & Associates Springfield, Illinois	$337K	+$37.7K	1	0.14%	Increased
1185	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$337K	+$329K	1	0.41%	New
1186	FCA FinTrust Capital Advisors Greenville, South Carolina	$334K	+$12.3K	9	0.09%	Increased
1187	GTCM Gyon Technologies Capital Management Denville, New Jersey	$334K	-$998K	1	0.1%	Reduced
1188	CFAM Center For Asset Management Palm Beach Gardens, Florida	$333K	+$55.5K	1	0.33%	Increased
1189	AFAS Acorn Financial Advisory Services Reston, Virginia	$330K	-$22.2K	1	0.08%	Reduced
1190	AMG Advisors Management Group La Crosse, Wisconsin	$330K	$0	1	0.13%	Maintained
1191	BAM Boyar Asset Management New York	$330K	+$322K	1	0.27%	New
1192	HCM Hahn Capital Management Walnut Creek, California	$330K	+$10.3K	1	0.09%	Increased
1193	WC Woodstock Corp Boston, Massachusetts	$329K	$0	1	0.05%	Maintained
1194	CBT CoreFirst Bank & Trust Topeka, Kansas	$328K	$0	3	0.28%	Maintained
1195	SC Searle & Co Greenwich, Connecticut	$327K	$0	1	0.13%	Maintained
1196	WPWM Windward Private Wealth Management Overland Park, Kansas	$327K	$0	1	0.16%	Maintained
1197	Arax Advisory Partners Denver, Colorado	$323K	-$101K	6	0.05%	Reduced
1198	Vise Technologies New York	$321K	-$10.9K	1	0.12%	Reduced
1199	PK Pflug Koory Omaha, Nebraska	$319K	-$29.9K	3	0.19%	Reduced
1200	Horizon Investments Charlotte, North Carolina	$318K	+$53.5K	1	0.01%	Increased