← 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	GJIC Gamble Jones Investment Counsel Pasadena, California	$348K	$0	1	0.04%	Maintained
877	LA Lucus Advisors New York	$346K	-$349K	1	0.49%	Reduced
878	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$344K	$0	1	0.18%	Maintained
879	PP Palladium Partners Norfolk, Virginia	$341K	$0	1	0.03%	Maintained
880	DMK David M. Knott	$337K	+$340K	1	0.14%	New
881	FPB First PREMIER Bank Sioux Falls, South Dakota	$337K	$0	1	0.24%	Maintained
882	WI Wintrust Investments Chicago, Illinois	$337K	-$621K	1	0.09%	Reduced
883	YMRC Yorktown Management & Research Company Forest, Virginia	$332K	$0	1	0.09%	Maintained
884	DP Dearborn Partners Chicago, Illinois	$331K	-$7.65K	1	0.02%	Reduced
885	RFA Reilly Financial Advisors La Mesa, California	$326K	$0	3	0.05%	Maintained
886	BIC Bridges Investment Counsel Omaha, Nebraska	$324K	-$93.5K	1	0.18%	Reduced
887	QC QCM Cayman Houston, Texas	$324K	+$326K	1	0.83%	New
888	MUFG Americas New York	$320K	-$224K	4	0.01%	Reduced
889	Smithfield Trust Pittsburgh, Pennsylvania	$318K	-$3.37K	4	0.04%	Reduced
890	FPFS First Personal Financial Services Charlotte, North Carolina	$315K	-$3.4K	5	0.07%	Reduced
891	SNT Security National Trust Wheeling, West Virginia	$311K	-$87.8K	3	0.1%	Reduced
892	Curi RMB Capital Chicago, Illinois	$306K	+$11.6K	1	0.01%	Increased
893	PP Patten & Patten Chattanooga, Tennessee	$302K	$0	1	0.03%	Maintained
894	Advisory Services Network Atlanta, Georgia	$300K	+$20.4K	5	0.03%	Increased
895	OIA Optimum Investment Advisors Chicago, Illinois	$299K	$0	1	0.1%	Maintained
896	Wealthspire Advisors (Maryland) Potomac, Maryland	$295K	-$49.2K	10	0.03%	Reduced
897	RIM Regent Investment Management Louisville, Kentucky	$293K	$0	1	0.1%	Maintained
898	TU TDAM USA Toronto, Ontario, Canada	$293K	+$34K	1	0.02%	Increased
899	Quadrant Capital Group Cincinnati, Ohio	$292K	+$8.59K	6	0.12%	Increased
900	WTB Washington Trust Bank Spokane, Washington	$292K	+$139K	6	0.05%	Increased