← 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	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$468K	-$5.19K	1	0.29%	Reduced
827	RIM Regent Investment Management Louisville, Kentucky	$468K	-$41.7K	1	0.26%	Reduced
828	TIAA CREF Trust St Louis, Missouri	$466K	-$91K	1	0%	Reduced
829	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$465K	+$109K	1	0.32%	Increased
830	Synovus Financial Columbus, Georgia	$464K	-$4.71K	2	0.01%	Reduced
831	BOH Bank of Hawaii Honolulu, Hawaii	$463K	-$151K	1	0.05%	Reduced
832	SIM Sadoff Investment Management Milwaukee, Wisconsin	$463K	-$83.7K	1	0.06%	Reduced
833	ACI Advance Capital I Southfield, Michigan	$462K	+$425K	1	0.48%	New
834	One Capital Management Westlake Village, California	$462K	$0	1	0.02%	Maintained
835	FPB First PREMIER Bank Sioux Falls, South Dakota	$460K	$0	1	0.37%	Maintained
836	SCM Schnieders Capital Management Pasadena, California	$446K	-$20.9K	1	0.26%	Reduced
837	WP WealthSource Partners San Luis Obispo, California	$445K	+$435K	1	0.18%	New
838	BAM Bruderman Asset Management Locust Valley, New York	$444K	+$24.5K	3	0.15%	Increased
839	TMC Trellus Management Company Delray Beach, Florida	$443K	+$415K	1	0.77%	New
840	PAM Palisade Asset Management Minneapolis, Minnesota	$435K	+$62.5K	1	0.08%	Increased
841	WSA Wall Street Associates Lajolla, California	$434K	+$405K	1	0.18%	New
842	Jensen Investment Management Lake Oswego, Oregon	$433K	+$363K	1	0.01%	New
843	CA Cornerstone Advisors Asheville, North Carolina	$424K	+$396K	1	0.1%	New
844	Wealthfront Palo Alto, California	$424K	+$49K	1	0.01%	Increased
845	WEC Winslow Evans & Crocker Boston, Massachusetts	$424K	+$7.01K	5	0.13%	Increased
846	ALPS Advisors Denver, Colorado	$420K	-$145K	1	0%	Reduced
847	BLA Balter Liquid Alternatives Boston, Massachusetts	$415K	+$379K	1	0.95%	New
848	Tower Research Capital (TRC) New York	$411K	+$277K	4	0.06%	Increased
849	Todd Asset Management Louisville, Kentucky	$408K	$0	1	0.01%	Maintained
850	WA WBH Advisory Baltimore, Maryland	$407K	$0	1	0.14%	Maintained