← 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	Confluence Investment Management St. Louis, Missouri	$838K	+$28.5K	1	0.01%	Increased
852	HMS Hanseatic Management Services Albuquerque, New Mexico	$832K	$0	1	0.76%	Maintained
853	PAIM Punch & Associates Investment Management Edina, Minnesota	$830K	-$246K	1	0.07%	Reduced
854	Huntington National Bank Columbus, Ohio	$822K	+$1.22K	7	0.01%	Increased
855	Penserra Capital Management Orinda, California	$822K	+$571K	2	0.05%	Increased
856	BUB BBVA USA Bancshares Houston, Texas	$821K	+$252K	2	0.05%	Increased
857	NewEdge Advisors New Orleans, Louisiana	$819K	+$40.9K	2	0.03%	Increased
858	AIM Alambic Investment Management Belvedere, California	$815K	+$224K	2	0.68%	Increased
859	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$815K	-$46K	2	0.04%	Reduced
860	BCM Brasada Capital Management Houston, Texas	$812K	-$2.02K	1	0.2%	Reduced
861	Parallel Advisors San Francisco, California	$801K	-$53.1K	10	0.06%	Reduced
862	Conning Inc Hartford, Connecticut	$800K	+$196K	3	0.03%	Increased
863	Valeo Financial Advisors Carmel, Indiana	$797K	-$25.9K	9	0.08%	Reduced
864	LA Lau Associates Greenville, Delaware	$795K	$0	1	0.4%	Maintained
865	CS Comerica Securities Detroit, Michigan	$782K	+$11.8K	2	0.07%	Increased
866	Farmers & Merchants Investments Inc Lincoln, Nebraska	$778K	+$9.01K	4	0.05%	Increased
867	HBK Sorce Advisory Erie, Pennsylvania	$777K	-$4.4K	1	0.07%	Reduced
868	IA Icon Advisers Greenwood Village, Colorado	$773K	-$456K	1	0.11%	Reduced
869	FSC Full Sail Capital Oklahoma City, Oklahoma	$765K	$0	2	0.16%	Maintained
870	SA SL Advisors Westfield, New Jersey	$765K	-$3.85K	2	1.89%	Reduced
871	IR Invictus RG Hamilton, Bermuda	$758K	+$642K	1	4.97%	New
872	FIM Fernwood Investment Management Quincy, Massachusetts	$757K	+$57.9K	1	0.36%	Increased
873	HAM Highstreet Asset Management London, Ontario, Canada	$745K	+$691K	4	0.03%	Increased
874	BAM Bullseye Asset Management Denver, Colorado	$743K	+$644K	1	0.72%	New
875	SFM Signet Financial Management Parsippany, New Jersey	$740K	-$3.79K	3	0.14%	Reduced