← 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
701	TCP TAMRO Capital Partners Alexandria, Virginia	$773K	-$876K	1	0.09%	Reduced
702	E. Ohman J:or Asset Management Stockholm, Sweden	$761K	$0	3	0.2%	Maintained
703	BOK Financial Tulsa, Oklahoma	$758K	-$173K	2	0.03%	Reduced
704	DC Deere & Company Moline, Illinois	$746K	+$38.9K	2	0.05%	Increased
705	SW SVB Wealth Boston, Massachusetts	$744K	+$108K	1	0.03%	Increased
706	CTA Colonial Trust Advisors Spartanburg, South Carolina	$741K	+$287K	1	0.25%	Increased
707	Walleye Trading New York	$741K	-$3.54M	2	0.01%	Reduced
708	ACM Axel Capital Management New York	$738K	$0	1	0.45%	Maintained
709	WCM Weik Capital Management Wyomissing, Pennsylvania	$732K	$0	1	0.45%	Maintained
710	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$731K	+$176K	5	0.47%	Increased
711	JWBC J.W. Burns & Co Dewitt, New York	$731K	$0	2	0.25%	Maintained
712	Private Advisor Group Morristown, New Jersey	$726K	-$38.2K	2	0.04%	Reduced
713	WC Whitnell & Co Oak Brook, Illinois	$726K	+$2.2K	2	0.29%	Increased
714	EEG E.E. Geduld	$725K	$0	1	0.68%	Maintained
715	HL Financial Services Louisville, Kentucky	$725K	-$1.85M	2	0.02%	Reduced
716	CC ClearArc Capital Cincinnati, Ohio	$723K	-$14.1K	2	0.15%	Reduced
717	MCM Manchester Capital Management Manchester, Vermont	$722K	+$4.94K	3	0.12%	Increased
718	SI SII Investments Appleton, Wisconsin	$722K	+$92.8K	2	0.08%	Increased
719	Horizon Kinetics New York	$720K	-$195K	1	0.01%	Reduced
720	CAM Chesapeake Asset Management New York	$718K	$0	1	0.61%	Maintained
721	Fiduciary Trust Boston, Massachusetts	$709K	+$511K	1	0.03%	Increased
722	Bridgewater Associates Westport, Connecticut	$703K	-$5.9M	1	0.01%	Reduced
723	JIP Jaffetilchin Investment Partners Tampa, Florida	$702K	+$336K	1	0.26%	Increased
724	LCM Logan Capital Management Newtown Square, Pennsylvania	$697K	+$61.2K	1	0.06%	Increased
725	MAM Meeder Asset Management Dublin, Ohio	$696K	$0	1	0.07%	Maintained