← 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	CAPTRUST Financial Advisors Raleigh, North Carolina	$757K	+$225K	5	0.03%	Increased
802	SRC Sage Rhino Capital Menlo Park, California	$756K	+$771K	1	0.5%	New
803	Old Mission Capital Chicago, Illinois	$751K	-$11.1M	1	0.13%	Reduced
804	FBFS First Business Financial Services Madison, Wisconsin	$739K	-$14.7K	1	0.13%	Reduced
805	Huntington National Bank Columbus, Ohio	$739K	+$124K	8	0.01%	Increased
806	FI FormulaFolio Investments Grand Rapids, Michigan	$737K	+$732K	1	0.03%	New
807	Burney Company Reston, Virginia	$733K	-$113K	2	0.05%	Reduced
808	DC Diametric Capital Boston, Massachusetts	$726K	+$37.8K	1	0.57%	Increased
809	Parallel Advisors San Francisco, California	$723K	+$206K	9	0.08%	Increased
810	MHS M Holdings Securities Portland, Oregon	$721K	+$595K	1	0.17%	New
811	Johnson Investment Counsel Cincinnati, Ohio	$720K	+$20.3K	2	0.02%	Increased
812	SA SL Advisors Westfield, New Jersey	$713K	-$20.3K	2	1.1%	Reduced
813	AIL AGF Investments LLC Toronto, Ontario, Canada	$710K	-$11.6K	2	0.16%	Reduced
814	GC Gruss & Co West Palm Beach, Florida	$709K	-$19.8K	1	0.74%	Reduced
815	BUB BBVA USA Bancshares Houston, Texas	$704K	+$12.7K	1	0.04%	Increased
816	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$701K	+$299K	2	0.93%	Increased
817	AIC AWM Investment Company New York	$699K	$0	1	0.14%	Maintained
818	Advisory Services Network Atlanta, Georgia	$698K	-$195K	7	0.05%	Reduced
819	Algert Global San Francisco, California	$696K	+$658K	1	0.4%	New
820	SCA Snowden Capital Advisors New York	$691K	+$165K	1	0.08%	Increased
821	Carnegie Investment Counsel Pepper Pike, Ohio	$689K	+$10.3K	1	0.05%	Increased
822	Banque Pictet & Cie Geneva 73, Switzerland	$688K	-$1.56M	1	0.01%	Reduced
823	NGA Naples Global Advisors Naples, Florida	$686K	-$41.3K	1	0.18%	Reduced
824	SC Saybrook Capital Winston Salem, North Carolina	$682K	-$19.1K	1	0.3%	Reduced
825	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$680K	-$59.6K	1	0.03%	Reduced