← 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	Stratos Wealth Partners Beachwood, Ohio	$311K	-$95.2K	1	0.06%	Reduced
877	CAM Cacti Asset Management Atlanta, Georgia	$307K	$0	1	0.03%	Maintained
878	EEG E.E. Geduld	$307K	+$291K	1	0.17%	New
879	NV Nair Vinay	$306K	+$347K	1	0.37%	New
880	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$305K	+$104K	1	0.08%	Increased
881	JIP Jaffetilchin Investment Partners Tampa, Florida	$305K	+$296K	1	0.1%	New
882	RWM Raffa Wealth Management Washington, District of Columbia	$305K	+$3.92K	2	0.18%	Increased
883	IB Intrust Bank Wichita, Kansas	$304K	-$23K	1	0.11%	Reduced
884	Stock Yards Bank & Trust Louisville, Kentucky	$300K	-$8.24M	1	0.04%	Reduced
885	RFA Reilly Financial Advisors La Mesa, California	$299K	+$3.77K	3	0.07%	Increased
886	SouthState Corp Winter Haven, Florida	$299K	-$239K	1	0.05%	Reduced
887	Homrich & Berg Atlanta, Georgia	$298K	-$143K	1	0.03%	Reduced
888	EFS Essex Financial Services Essex, Connecticut	$294K	-$64K	1	0.08%	Reduced
889	PAM Palisade Asset Management Minneapolis, Minnesota	$294K	$0	1	0.06%	Maintained
890	UMB Bank Kansas City, Missouri	$290K	+$36.9K	1	0.01%	Increased
891	WIC Wilkins Investment Counsel Boston, Massachusetts	$290K	$0	1	0.1%	Maintained
892	First Horizon Advisors Memphis, Tennessee	$289K	+$27.6K	2	0.04%	Increased
893	Choate Investment Advisors Boston, Massachusetts	$287K	+$21.2K	1	0.02%	Increased
894	Tower Research Capital (TRC) New York	$285K	-$1.22M	5	0.03%	Reduced
895	CCB Cutter & Co Brokerage Ballwin, Missouri	$281K	$0	1	0.11%	Maintained
896	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$278K	+$44.1K	2	0.04%	Increased
897	PAM Princeton Alpha Management Princeton Junction, New Jersey	$277K	-$827K	1	0.08%	Reduced
898	Aristotle Capital Management Los Angeles, California	$276K	$0	1	0%	Maintained
899	VFA Virtus Fund Advisers Hartford, Connecticut	$276K	$0	5	0%	Maintained
900	SCP Sandhill Capital Partners Buffalo, New York	$275K	$0	1	0.09%	Maintained