← 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
876	JP Morgan Private Wealth Advisors San Francisco, California	$273K	$0	1	0.01%	Maintained
877	GLI Guardian Life Insurance New York	$270K	+$3.23K	2	0.02%	Increased
878	CA CapWealth Advisors Franklin, Tennessee	$268K	$0	1	0.07%	Maintained
879	Douglass Winthrop Advisors New York	$261K	+$3.45K	1	0.03%	Increased
880	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$259K	-$240K	1	0.02%	Reduced
881	CC ClearArc Capital Cincinnati, Ohio	$256K	+$15K	1	0.07%	Increased
882	IB Intrust Bank Wichita, Kansas	$254K	+$38.1K	1	0.12%	Increased
883	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$253K	-$3.85M	1	0.07%	Reduced
884	DBT Dubuque Bank & Trust Dubuque, Iowa	$251K	+$32.6K	1	0.05%	Increased
885	PC Passport Capital San Francisco, California	$251K	+$253K	1	0.01%	New
886	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$248K	+$220K	1	0.01%	New
887	PAM Palisade Asset Management Minneapolis, Minnesota	$246K	-$17.3K	1	0.06%	Reduced
888	RIM Ranger Investment Management Dallas, Texas	$245K	-$282K	1	0.01%	Reduced
889	Covington Capital Management Los Angeles, California	$244K	+$216K	1	0.03%	New
890	ECM Everence Capital Management Goshen, Indiana	$244K	-$226K	1	0.1%	Reduced
891	RFA Reilly Financial Advisors La Mesa, California	$244K	$0	3	0.07%	Maintained
892	TTWM TCV Trust & Wealth Management Richmond, Virginia	$241K	$0	1	0.05%	Maintained
893	SCM Stonebridge Capital Management Los Angeles, California	$240K	+$275K	1	0.11%	New
894	EFS Essex Financial Services Essex, Connecticut	$236K	-$5.96K	1	0.07%	Reduced
895	Chilton Capital Management Houston, Texas	$235K	$0	1	0.03%	Maintained
896	AP Appleton Partners Boston, Massachusetts	$235K	+$208K	1	0.06%	New
897	Synovus Financial Columbus, Georgia	$235K	-$124K	1	0.01%	Reduced
898	AIA Affinity Investment Advisors Newport Beach, California	$234K	-$17.1M	1	0.03%	Reduced
899	FFC First Financial Corp Terre Haute, Indiana	$231K	+$9.52K	1	0.11%	Increased
900	SCP Sandhill Capital Partners Buffalo, New York	$230K	$0	1	0.1%	Maintained