← 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
901	FFC First Financial Corp Terre Haute, Indiana	$281K	+$69.2K	1	0.14%	Increased
902	CAM Cacti Asset Management Atlanta, Georgia	$279K	$0	1	0.04%	Maintained
903	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$278K	-$23.9K	1	0.09%	Reduced
904	WA WBH Advisory Baltimore, Maryland	$274K	+$273K	1	0.11%	New
905	DM Diker Management New York	$272K	-$2.17M	1	0.06%	Reduced
906	DBT Dubuque Bank & Trust Dubuque, Iowa	$270K	+$32.2K	1	0.05%	Increased
907	PP Paloma Partners Greenwich, Connecticut	$265K	-$1.17M	1	0.02%	Reduced
908	Paradigm Capital Management Inc Albany, New York	$264K	-$9.24K	1	0.02%	Reduced
909	SNT Security National Trust Wheeling, West Virginia	$264K	$0	2	0.11%	Maintained
910	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$261K	+$175K	2	0.06%	Increased
911	MCM Manchester Capital Management Manchester, Vermont	$261K	-$11.2K	3	0.04%	Reduced
912	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$258K	-$6.13K	1	0.26%	Reduced
913	AB AT Bancorp Dubuque, Iowa	$258K	$0	1	0.08%	Maintained
914	Fuller & Thaler Asset Management San Mateo, California	$258K	+$297K	1	0.01%	New
915	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$257K	-$23.1K	1	0.12%	Reduced
916	Algert Global San Francisco, California	$256K	-$1.7M	1	0.1%	Reduced
917	EFS Essex Financial Services Essex, Connecticut	$253K	-$33.2K	1	0.08%	Reduced
918	RFA Reilly Financial Advisors La Mesa, California	$252K	-$38.1K	3	0.06%	Reduced
919	TAM Telluride Asset Management Wayzata, Minnesota	$252K	+$291K	1	0.21%	New
920	PAM Palisade Asset Management Minneapolis, Minnesota	$251K	$0	1	0.06%	Maintained
921	Clifford Swan Investment Counsel Pasadena, California	$248K	-$248K	1	0.02%	Reduced
922	WIC Wilkins Investment Counsel Boston, Massachusetts	$248K	+$247K	1	0.09%	New
923	TTWM TCV Trust & Wealth Management Richmond, Virginia	$244K	$0	1	0.04%	Maintained
924	CS Credential Securities Vancouver,	$241K	+$233K	2	0.18%	New
925	Cetera Advisor Networks El Segundo, California	$241K	+$43.2K	1	0.02%	Increased