← 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
826	IA Icon Advisers Greenwood Village, Colorado	$446K	-$376K	1	0.03%	Reduced
827	PIM Provident Investment Management Novi, Michigan	$445K	-$62.3K	1	0.1%	Reduced
828	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$443K	-$713K	1	0.66%	Reduced
829	Carnegie Investment Counsel Pepper Pike, Ohio	$437K	$0	1	0.08%	Maintained
830	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$432K	$0	1	0.1%	Maintained
831	Obermeyer Wealth Partners Aspen, Colorado	$432K	+$69.6K	1	0.04%	Increased
832	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$431K	$0	1	0.06%	Maintained
833	HC Hourglass Capital Houston, Texas	$430K	$0	1	0.08%	Maintained
834	WA WFG Advisors Dallas, Texas	$421K	-$8.04K	5	0.09%	Reduced
835	AFG Albion Financial Group Salt Lake City, Utah	$419K	-$7.36K	1	0.07%	Reduced
836	FHB First Hawaiian Bank Honolulu, Hawaii	$417K	+$13.9K	1	0.07%	Increased
837	Wealthfront Palo Alto, California	$414K	+$150K	4	0.02%	Increased
838	NPC National Planning Corporation El Segundo, California	$405K	+$409K	6	0.03%	New
839	AAM Azzad Asset Management Falls Church, Virginia	$398K	-$44.4K	1	0.21%	Reduced
840	Catalyst Capital Advisors Huntington, New York	$396K	-$13.7M	2	0.05%	Reduced
841	TTWM TCV Trust & Wealth Management Richmond, Virginia	$396K	+$120K	1	0.07%	Increased
842	VNA VNBTrust National Association Charlottesville, Virginia	$392K	$0	1	0.17%	Maintained
843	One Capital Management Westlake Village, California	$389K	-$42K	1	0.15%	Reduced
844	CC Cadinha & Co Honolulu, Hawaii	$385K	$0	1	0.07%	Maintained
845	MBT Monroe Bank & Trust Monroe, Michigan	$385K	$0	1	0.13%	Maintained
846	GGPS Gary Goldberg Planning Services Suffern, New York	$383K	-$73.4K	3	0.16%	Reduced
847	CS Credential Securities Vancouver,	$378K	+$45.1K	2	0.24%	Increased
848	GHA GW Henssler & Associates Kennesaw, Georgia	$375K	-$52.6K	1	0.04%	Reduced
849	PineBridge Investments New York	$371K	-$1.16M	2	0.01%	Reduced
850	MCM Murphy Capital Management Bedminster, New Jersey	$368K	-$75.3K	1	0.06%	Reduced