← 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	TCB Texas Capital Bancshares Dallas, Texas	$347K	-$22.8K	1	0.22%	Reduced
877	MIC MU Investments Company Tokyo, Japan	$346K	-$373K	1	0.16%	Reduced
878	JC Jacobs & Co San Francisco, California	$344K	-$4.61K	1	0.11%	Reduced
879	FineMark National Bank & Trust Fort Myers, Florida	$341K	-$48.8K	6	0.06%	Reduced
880	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$334K	-$197K	1	0.19%	Reduced
881	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$330K	+$37.7K	4	0.1%	Increased
882	CC Cadinha & Co Honolulu, Hawaii	$329K	-$5.28K	1	0.06%	Reduced
883	MBT Monroe Bank & Trust Monroe, Michigan	$329K	+$327K	1	0.11%	New
884	QAM Quantres Asset Management Cayman, Cayman Islands	$324K	+$312K	1	0.38%	New
885	Synovus Financial Columbus, Georgia	$320K	+$30.8K	1	0.01%	Increased
886	Lazard Asset Management New York	$319K	-$1.7M	2	0%	Reduced
887	Rathbones Group Liverpool, United Kingdom	$317K	+$319K	1	0.03%	New
888	Hillsdale Investment Management Toronto, Ontario, Canada	$316K	-$24.6K	2	0.09%	Reduced
889	SCM Stellar Capital Management Phoenix, Arizona	$316K	$0	1	0.35%	Maintained
890	CPA Court Place Advisors Ellicott City, Maryland	$312K	$0	1	0.23%	Maintained
891	BCM Bares Capital Management Austin, Texas	$310K	$0	1	0.02%	Maintained
892	NERM New England Research & Management Chicago, Illinois	$310K	-$379K	1	0.28%	Reduced
893	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$306K	-$3.52K	1	0.09%	Reduced
894	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$303K	-$706K	1	0.02%	Reduced
895	MSI Financial Services Springfield, Massachusetts	$294K	-$221K	6	0.04%	Reduced
896	AWA ARS Wealth Advisors St. Petersburg, Florida	$292K	$0	1	0.18%	Maintained
897	CAM Carret Asset Management New York	$286K	+$276K	1	0.06%	New
898	EEG E.E. Geduld	$286K	+$330K	1	0.15%	New
899	GVT Genesee Valley Trust Pittsford, New York	$283K	-$22.9K	1	0.18%	Reduced
900	Atria Investments Charlotte, North Carolina	$282K	+$7.97K	1	0.03%	Increased