← 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
776	BC Banced Corp Edwardsville, Illinois	$549K	-$514K	1	0.55%	Reduced
777	WC Whitnell & Co Oak Brook, Illinois	$542K	-$25K	1	0.27%	Reduced
778	T TradeWorx Red Bank, New Jersey	$531K	-$1.15M	1	0.24%	Reduced
779	PP Palladium Partners Norfolk, Virginia	$526K	$0	2	0.05%	Maintained
780	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$526K	+$18.2K	1	0.97%	Increased
781	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$523K	+$564K	1	0.19%	New
782	WC Wexford Capital West Palm Beach, Florida	$523K	+$464K	1	0.04%	New
783	State of Alaska Department of Revenue Juneau, Alaska	$522K	+$489K	2	0.12%	Increased
784	Crawford Investment Counsel Atlanta, Georgia	$519K	+$559K	1	0.02%	New
785	Aristotle Capital Management Los Angeles, California	$516K	$0	1	0.01%	Maintained
786	NCM Noesis Capital Mangement Boca Raton, Florida	$515K	-$20.8K	1	0.27%	Reduced
787	MVP Missouri Valley Partners St. Louis, Missouri	$511K	+$9.55K	1	0.19%	Increased
788	JMH J.M. Hartwell New York	$508K	$0	1	0.11%	Maintained
789	GC Gruss & Co West Palm Beach, Florida	$506K	$0	1	0.61%	Maintained
790	TFA Transamerica Financial Advisors St. Petersburg, Florida	$499K	-$339K	2	0.06%	Reduced
791	FPCM Financial Partners Capital Management New York	$495K	+$405	1	0.2%	Increased
792	ICOA Investment Centers of America Bismarck, North Dakota	$494K	+$141K	1	0.1%	Increased
793	MMG Monetary Management Group St Louis, Missouri	$494K	+$121K	2	0.26%	Increased
794	UIM Underhill Investment Management Greenbrae, California	$492K	+$496K	1	0.25%	New
795	MCM Marathon Capital Management Hunt Valley, Maryland	$491K	-$6.56K	1	0.42%	Reduced
796	Washington Trust Westerly, Rhode Island	$485K	$0	1	0.04%	Maintained
797	Buckingham Strategic Wealth Clayton, Missouri	$481K	-$8.15K	1	0.25%	Reduced
798	MAI Capital Management Independence, Ohio	$481K	+$33.8K	1	0.06%	Increased
799	Clifford Swan Investment Counsel Pasadena, California	$472K	$0	2	0.04%	Maintained
800	CIA Covington Investment Advisors Ligonier, Pennsylvania	$471K	+$112K	1	0.32%	Increased