← 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
1226	JIR James Investment Research Alpha, Ohio	$293K	+$12.7K	4	0.04%	Increased
1227	RFM Royal Fund Management Lady Lake, Florida	$292K	-$13.7K	1	0.05%	Reduced
1228	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$290K	$0	1	0.06%	Maintained
1229	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$290K	$0	1	0.01%	Maintained
1230	CAM Cypress Asset Management Houston, Texas	$289K	$0	1	0.11%	Maintained
1231	AC Aristides Capital Louisville, Kentucky	$288K	+$48.2K	1	0.22%	Increased
1232	ACG Allen Capital Group Grand Island, Nebraska	$287K	-$14.4K	1	0.07%	Reduced
1233	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$287K	$0	6	0.28%	Maintained
1234	NorthRock Partners Minneapolis, Minnesota	$287K	-$170K	1	0.03%	Reduced
1235	GHA GW Henssler & Associates Kennesaw, Georgia	$285K	+$40.7K	1	0.02%	Increased
1236	DA Denali Advisors San Diego, California	$283K	-$41.4K	2	0.13%	Reduced
1237	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$283K	+$36.8K	12	0.09%	Increased
1238	SMC S. Muoio & Co New York	$283K	$0	1	0.37%	Maintained
1239	Washington Trust Westerly, Rhode Island	$283K	-$22.6K	5	0.01%	Reduced
1240	Banque Pictet & Cie Geneva 73, Switzerland	$283K	-$1.88M	1	0%	Reduced
1241	Maven Securities St Helier, Jersey	$282K	-$617K	1	0.01%	Reduced
1242	WAM Werlinich Asset Management Stamford, Connecticut	$280K	-$10.4K	1	0.29%	Reduced
1243	MC Machina Capital Paris, France	$278K	-$83.2K	1	0.59%	Reduced
1244	HH Hilltop Holdings Dallas, Texas	$277K	+$74.8K	1	0.04%	Increased
1245	JWM Janiczek Wealth Management Denver, Colorado	$277K	-$3.05K	4	0.09%	Reduced
1246	CHC City Holding Co Charleston, West Virginia	$276K	-$18.8K	4	0.05%	Reduced
1247	HFAS Hummer Financial Advisory Services Chicago, Illinois	$276K	$0	1	0.32%	Maintained
1248	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$275K	+$144K	1	0.19%	Increased
1249	PCM Prentice Capital Management Greenwich, Connecticut	$275K	+$424K	1	0.2%	New
1250	WCA Westover Capital Advisors Wilmington, Delaware	$274K	+$268K	1	0.1%	New