← 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	WP WealthSource Partners San Luis Obispo, California	$473K	-$155K	1	0.16%	Reduced
852	Dana Investment Advisors Waukesha, Wisconsin	$467K	+$505K	1	0.02%	New
853	SWA SFMG Wealth Advisors Plano, Texas	$456K	-$581	1	0.09%	Reduced
854	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$454K	$0	1	0.15%	Maintained
855	CCP Clarkston Capital Partners Rochester, Michigan	$450K	$0	1	0.02%	Maintained
856	NG Northstar Group New York	$448K	-$6.62K	1	0.28%	Reduced
857	Farmers & Merchants Investments Inc Lincoln, Nebraska	$447K	+$54.6K	3	0.04%	Increased
858	FPCM Fox Point Capital Management New York	$447K	$0	1	1.16%	Maintained
859	BIC Bridges Investment Counsel Omaha, Nebraska	$442K	+$478K	1	0.1%	New
860	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$435K	+$367K	3	0.05%	Increased
861	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$431K	$0	1	0.04%	Maintained
862	CA Cornerstone Advisors Asheville, North Carolina	$429K	$0	1	0.08%	Maintained
863	IR Invictus RG Hamilton, Bermuda	$429K	-$367K	3	0.31%	Reduced
864	MCM Manchester Capital Management Manchester, Vermont	$418K	$0	3	0.07%	Maintained
865	SB Simmons Bank Pine Bluff, Arkansas	$417K	-$8.13K	1	0.05%	Reduced
866	Heritage Investors Management Corp Bethesda, Maryland	$412K	+$120K	1	0.03%	Increased
867	MCM Matarin Capital Management New York	$412K	-$1.39M	1	0.04%	Reduced
868	HC Hourglass Capital Houston, Texas	$406K	$0	1	0.1%	Maintained
869	CC Courier Capital Buffalo, New York	$405K	$0	1	0.07%	Maintained
870	OneDigital Investment Advisors Overland Park, Kansas	$405K	+$424K	4	0.12%	New
871	SNT Security National Trust Wheeling, West Virginia	$403K	-$115K	3	0.14%	Reduced
872	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$401K	-$25.5K	5	0.2%	Reduced
873	SCM Schnieders Capital Management Pasadena, California	$399K	-$4.84K	1	0.19%	Reduced
874	Todd Asset Management Louisville, Kentucky	$395K	$0	1	0.01%	Maintained
875	Burney Company Reston, Virginia	$393K	+$10.9K	1	0.03%	Increased