← 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	Aptus Capital Advisors Fairhope, Alabama	$1.19M	-$1.68M	1	0.03%	Reduced
877	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$1.19M	-$87.1K	1	0.15%	Reduced
878	Sigma Planning Corp Ann Arbor, Michigan	$1.19M	+$82.4K	2	0.04%	Increased
879	QC Quent Capital New York	$1.19M	+$65.2K	7	0.22%	Increased
880	OIS Okabena Investment Services Minneapolis, Minnesota	$1.18M	$0	2	0.5%	Maintained
881	WF WoodTrust Financial Wisconsin Rapids, Wisconsin	$1.17M	+$194K	1	0.24%	Increased
882	WFO Wealthgate Family Office Boulder, Colorado	$1.17M	$0	2	2.35%	Maintained
883	First Manhattan New York	$1.16M	+$23.3K	7	0%	Increased
884	PAM Palisade Asset Management Minneapolis, Minnesota	$1.16M	$0	1	0.13%	Maintained
885	LCM LRT Capital Management Austin, Texas	$1.16M	-$1.97M	1	0.74%	Reduced
886	SAM Serengeti Asset Management New York	$1.15M	-$179K	1	2.35%	Reduced
887	Fulton Bank Lancaster, Pennsylvania	$1.15M	+$1.17M	1	0.05%	New
888	FBT First Bank & Trust Brookings, South Dakota	$1.15M	+$292K	2	0.35%	Increased
889	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.15M	$0	1	0.63%	Maintained
890	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$1.15M	$0	1	0.02%	Maintained
891	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$1.14M	$0	1	0.38%	Maintained
892	KCM Kendall Capital Management Rockville, Maryland	$1.13M	+$367K	2	0.55%	Increased
893	SMH Sanders Morris Harris Houston, Texas	$1.12M	$0	1	0.22%	Maintained
894	TCM Twin Capital Management Mcmurray, Pennsylvania	$1.11M	-$5.79K	1	0.12%	Reduced
895	Balentine LLC Atlanta, Georgia	$1.11M	+$840K	3	0.04%	Increased
896	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$1.11M	+$860K	1	0.95%	Increased
897	Greenleaf Trust Kalamazoo, Michigan	$1.11M	-$596K	3	0.01%	Reduced
898	EC Estate Counselors Thiensville, Wisconsin	$1.11M	$0	1	0.14%	Maintained
899	CIA Cascade Investment Advisors Oregon City, Oregon	$1.1M	+$23.8K	2	0.67%	Increased
900	CP CenterBook Partners Greenwich, Connecticut	$1.1M	+$293K	1	0.39%	Increased