← 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
851	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$369K	+$365K	5	0.1%	New
852	OA Oxbow Advisors Austin, Texas	$367K	+$365K	1	0.06%	New
853	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$366K	+$365K	1	0.2%	New
854	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$363K	+$361K	1	0.29%	New
855	FineMark National Bank & Trust Fort Myers, Florida	$359K	+$352K	6	0.11%	New
856	Tower Research Capital (TRC) New York	$358K	+$355K	11	0.03%	New
857	MMG Monetary Management Group St Louis, Missouri	$357K	+$365K	2	0.2%	New
858	SCIA Sanibel Captiva Investment Advisers Chicago, Illinois	$356K	+$337K	1	0.35%	New
859	CFA Camarda Financial Advisors Fleming Island, Florida	$352K	+$334K	2	0.32%	New
860	BCM Bares Capital Management Austin, Texas	$349K	+$348K	1	0.03%	New
861	Curi RMB Capital Chicago, Illinois	$349K	+$344K	1	0.03%	New
862	Sterling Capital Management Charlotte, North Carolina	$349K	+$342K	1	0%	New
863	WKA Wilson Kemp & Associates Birmingham, Michigan	$348K	+$365K	1	0.33%	New
864	Becker Capital Management Portland, Oregon	$342K	+$341K	1	0.02%	New
865	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$342K	+$340K	1	0.03%	New
866	FHC First Horizon Corporation Memphis, Tennessee	$337K	+$336K	1	0.09%	New
867	ST Stifel Trust St. Louis, Missouri	$336K	+$346K	2	0.07%	New
868	Braun Stacey Associates New York	$332K	+$330K	1	0.02%	New
869	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$331K	+$326K	1	0.21%	New
870	MCM Manchester Capital Management Manchester, Vermont	$330K	+$338K	4	0.06%	New
871	Weiss Multi-Strategy Advisers New York	$315K	+$331K	1	0.01%	New
872	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$312K	+$306K	1	0.12%	New
873	SM Sabby Management Miami Beach, Florida	$312K	+$346K	1	0.02%	New
874	CA CapWealth Advisors Franklin, Tennessee	$308K	+$307K	1	0.09%	New
875	TA Teton Advisors Rye, New York	$308K	+$296K	2	0.03%	New