← 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
801	CS Credential Securities Vancouver,	$486K	+$26.9K	2	0.32%	Increased
802	CCP Clarkston Capital Partners Rochester, Michigan	$485K	$0	1	0.03%	Maintained
803	RIM Regent Investment Management Louisville, Kentucky	$485K	$0	1	0.26%	Maintained
804	Element Capital Management New York	$483K	+$470K	1	0.09%	New
805	ANBTV American National Bank & Trust (Virginia) Danville, Virginia	$482K	-$23.2K	1	0.23%	Reduced
806	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$482K	$0	1	0.05%	Maintained
807	GJIC Gamble Jones Investment Counsel Pasadena, California	$481K	$0	1	0.05%	Maintained
808	AIM Alambic Investment Management Belvedere, California	$480K	+$471K	1	0.29%	New
809	NC NewSquare Capital Newtown Square, Pennsylvania	$477K	$0	1	0.13%	Maintained
810	Smithfield Trust Pittsburgh, Pennsylvania	$477K	$0	3	0.1%	Maintained
811	FWP FAS Wealth Partners Leawood, Kansas	$476K	-$74.6K	1	0.24%	Reduced
812	CIC Cornercap Investment Counsel Atlanta, Georgia	$475K	+$466K	1	0.09%	New
813	SFT Simmons First Trust Pine Bluff, Arkansas	$474K	+$463K	1	0.05%	New
814	PHS Pekin Hardy Strauss Chicago, Illinois	$473K	-$509K	1	0.11%	Reduced
815	Magnetar Financial Evanston, Illinois	$455K	+$479K	1	0.01%	New
816	Carnegie Investment Counsel Pepper Pike, Ohio	$452K	$0	1	0.08%	Maintained
817	ECM Everence Capital Management Goshen, Indiana	$451K	$0	1	0.15%	Maintained
818	Douglass Winthrop Advisors New York	$448K	+$223K	2	0.03%	Increased
819	CC Cadinha & Co Honolulu, Hawaii	$447K	$0	1	0.11%	Maintained
820	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$447K	+$435K	1	0.29%	New
821	MBT Monroe Bank & Trust Monroe, Michigan	$447K	$0	1	0.16%	Maintained
822	Synovus Financial Columbus, Georgia	$445K	+$33K	2	0.01%	Increased
823	CT Coastline Trust Providence, Rhode Island	$443K	+$127K	1	0.1%	Increased
824	SCM Schnieders Capital Management Pasadena, California	$443K	$0	1	0.27%	Maintained
825	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$442K	$0	1	0.06%	Maintained