← 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	TAM Tiverton Asset Management Wilimington, Delaware	$720K	-$9.58K	3	0.04%	Reduced
852	Johnson Investment Counsel Cincinnati, Ohio	$717K	-$274K	2	0.02%	Reduced
853	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$715K	$0	1	0.07%	Maintained
854	IRC Investors Research Corp Atlanta, Georgia	$713K	+$691K	1	0.41%	New
855	YWP YorkBridge Wealth Partners New York	$711K	+$72.9K	6	0.31%	Increased
856	PCM Price Capital Management Lafayette, Louisiana	$703K	+$681K	1	0.35%	New
857	Confluence Investment Management St. Louis, Missouri	$701K	+$706K	1	0.01%	New
858	WCM Weik Capital Management Wyomissing, Pennsylvania	$698K	-$35.1K	2	0.34%	Reduced
859	DLHL Donald L. Hagan LLC Sarasota, Florida	$696K	+$24.4K	1	0.56%	Increased
860	AIM Alambic Investment Management Belvedere, California	$693K	-$1.25M	2	0.19%	Reduced
861	AAP Ardsley Advisory Partners Stamford, Connecticut	$691K	+$389K	2	0.1%	Increased
862	CPO Cerity Partners OCIO New York	$688K	+$1.41K	1	0.04%	Increased
863	IFS Ifrah Financial Services Little Rock, Arkansas	$688K	+$286K	2	0.25%	Increased
864	Livforsakringsbolaget Skandia Stockholm, Sweden	$686K	$0	3	0.06%	Maintained
865	AW Alpha Windward Westwood, Massachusetts	$685K	+$555K	1	0.42%	Increased
866	MCC Malaga Cove Capital Pv Estates, California	$684K	+$113K	1	0.35%	Increased
867	FNB Farmers National Bank Danville, Kentucky	$683K	-$61.4K	2	0.42%	Reduced
868	Lido Advisors Los Angeles, California	$681K	+$356K	2	0.08%	Increased
869	BDS Banco de Sabadell Miami, Florida	$672K	+$190K	1	0.09%	Increased
870	First Citizens Bank & Trust Raleigh, North Carolina	$672K	-$60.2K	2	0.08%	Reduced
871	VIM Vista Investment Management Pittsburgh, Pennsylvania	$669K	$0	1	0.65%	Maintained
872	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$658K	$0	4	0.57%	Maintained
873	Dynamic Advisor Solutions Phoenix, Arizona	$656K	-$51.9K	1	0.15%	Reduced
874	Banco Santander Madrid, Spain	$655K	-$15.4M	1	0.01%	Reduced
875	IR Invictus RG Hamilton, Bermuda	$653K	-$158K	2	0.55%	Reduced