← 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	CC Cadinha & Co Honolulu, Hawaii	$507K	$0	1	0.11%	Maintained
827	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$501K	$0	1	0.3%	Maintained
828	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$501K	$0	1	0.05%	Maintained
829	ECM Everence Capital Management Goshen, Indiana	$500K	$0	1	0.15%	Maintained
830	SIM Sadoff Investment Management Milwaukee, Wisconsin	$496K	$0	1	0.06%	Maintained
831	FPB First PREMIER Bank Sioux Falls, South Dakota	$493K	$0	1	0.38%	Maintained
832	TFA Transamerica Financial Advisors St. Petersburg, Florida	$492K	+$138K	1	0.05%	Increased
833	WA WealthTrust Axiom Wayne, Pennsylvania	$491K	+$4.56K	2	0.19%	Increased
834	TIAA CREF Trust St Louis, Missouri	$490K	-$9.38K	1	0%	Reduced
835	AW Alpha Windward Westwood, Massachusetts	$486K	+$414K	2	0.35%	Increased
836	Shinko Asset Management Company Tokyo, Japan	$485K	-$166K	3	0%	Reduced
837	Wealthfront Palo Alto, California	$480K	+$25.1K	1	0.01%	Increased
838	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$478K	$0	1	1.67%	Maintained
839	SCM Schnieders Capital Management Pasadena, California	$478K	$0	1	0.27%	Maintained
840	Horizon Kinetics New York	$471K	-$117K	1	0.01%	Reduced
841	FineMark National Bank & Trust Fort Myers, Florida	$470K	+$92.3K	6	0.05%	Increased
842	PAM Paradigm Asset Management New York	$458K	-$59.3K	1	0.08%	Reduced
843	BLA Balter Liquid Alternatives Boston, Massachusetts	$458K	$0	1	1.08%	Maintained
844	One Capital Management Westlake Village, California	$457K	$0	1	0.16%	Maintained
845	PP Patten & Patten Chattanooga, Tennessee	$455K	-$91.6K	1	0.06%	Reduced
846	CA Cornerstone Advisors Asheville, North Carolina	$454K	$0	1	0.11%	Maintained
847	RIM Regent Investment Management Louisville, Kentucky	$454K	-$45.8K	1	0.25%	Reduced
848	Glazer Capital LLC New York	$451K	-$1.76M	1	0.06%	Reduced
849	RC Roundview Capital Princeton, New Jersey	$445K	-$2.67M	1	0.16%	Reduced
850	WSA Wall Street Associates Lajolla, California	$441K	-$23K	1	0.18%	Reduced