← 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
726	MNBTD Moody National Bank Trust Division Galveston, Texas	$926K	$0	2	0.05%	Maintained
727	CHC City Holding Co Charleston, West Virginia	$923K	+$110K	2	0.33%	Increased
728	HCM Highlander Capital Management Short Hills, New Jersey	$918K	+$39.7K	3	0.72%	Increased
729	FWSM First Wilshire Securities Management Pasadena, California	$915K	+$397K	1	0.26%	Increased
730	SC Skylands Capital Milwaukee, Wisconsin	$913K	-$665K	1	0.13%	Reduced
731	ICOA Investment Centers of America Bismarck, North Dakota	$896K	+$138K	1	0.07%	Increased
732	CAM Cubic Asset Management Boston, Massachusetts	$890K	$0	1	0.26%	Maintained
733	Artisan Partners Milwaukee, Wisconsin	$886K	+$884K	1	0%	New
734	Cetera Advisor Networks El Segundo, California	$882K	+$34.7K	2	0.04%	Increased
735	PAM Palisade Asset Management Minneapolis, Minnesota	$880K	-$345K	1	0.17%	Reduced
736	Coldstream Capital Management Bellevue, Washington	$877K	+$62.7K	1	0.11%	Increased
737	AT Arden Trust Wilmington, Delaware	$875K	-$28K	2	0.13%	Reduced
738	Fayez Sarofim & Co Houston, Texas	$874K	$0	2	0%	Maintained
739	Horizon Kinetics New York	$870K	-$334K	2	0.03%	Reduced
740	WC Whitnell & Co Oak Brook, Illinois	$859K	+$320K	2	0.38%	Increased
741	Cornerstone Investment Partners Atlanta, Georgia	$856K	$0	1	0.04%	Maintained
742	SA SL Advisors Westfield, New Jersey	$841K	-$16.4K	2	0.44%	Reduced
743	PCM Piermont Capital Management St. Louis, Missouri	$838K	-$152K	1	0.24%	Reduced
744	CBB Citizens Business Bank Ontario, California	$825K	-$256K	2	0.14%	Reduced
745	RCA Rex Capital Advisors Providence, Rhode Island	$825K	+$80.8K	2	0.69%	Increased
746	E. Ohman J:or Asset Management Stockholm, Sweden	$824K	$0	3	0.08%	Maintained
747	Allstate Corporation Northbrook, Illinois	$823K	+$841K	1	0.04%	New
748	IHT Wealth Management Chicago, Illinois	$817K	$0	3	0.4%	Maintained
749	PCM Prelude Capital Management New York	$809K	+$491K	3	0.08%	Increased
750	AP Advisor Partners Walnut Creek, California	$806K	+$221K	3	0.19%	Increased