← 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	VFA Virtus Fund Advisers Hartford, Connecticut	$268K	-$56.9K	3	0%	Reduced
902	WA WFG Advisors Dallas, Texas	$265K	-$170K	3	0.07%	Reduced
903	SCA Stonebridge Capital Advisors St Paul, Minnesota	$263K	$0	1	0.1%	Maintained
904	DI Diligent Investors Redlands, California	$262K	$0	1	0.27%	Maintained
905	PC Pecaut & Co Sioux City, Iowa	$260K	+$246K	1	0.25%	New
906	Stratos Wealth Partners Beachwood, Ohio	$257K	-$52.7K	1	0.03%	Reduced
907	WTB Washington Trust Bank Spokane, Washington	$256K	-$48.9K	3	0.06%	Reduced
908	Becker Capital Management Portland, Oregon	$255K	$0	1	0.01%	Maintained
909	SouthState Corp Winter Haven, Florida	$255K	-$44.9K	1	0.04%	Reduced
910	Stock Yards Bank & Trust Louisville, Kentucky	$253K	-$118K	1	0.04%	Reduced
911	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$252K	$0	1	0.07%	Maintained
912	HSA Hussman Strategic Advisors Ellicott City, Maryland	$251K	$0	1	0.03%	Maintained
913	CTA Colonial Trust Advisors Spartanburg, South Carolina	$250K	+$120K	1	0.08%	Increased
914	RIL Rothschild Investment LLC Chicago, Illinois	$250K	$0	1	0.03%	Maintained
915	Choate Investment Advisors Boston, Massachusetts	$250K	-$38.5K	1	0.01%	Reduced
916	HCMNY Howard Capital Management (New York) New York	$244K	$0	1	0.05%	Maintained
917	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$243K	+$389	1	0.07%	Increased
918	FFC First Financial Corp Terre Haute, Indiana	$242K	$0	1	0.12%	Maintained
919	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$242K	+$229K	1	0.11%	New
920	TFA Transamerica Financial Advisors St. Petersburg, Florida	$241K	-$2.23M	1	0.02%	Reduced
921	Homrich & Berg Atlanta, Georgia	$240K	-$58.5K	1	0.02%	Reduced
922	Atria Investments Charlotte, North Carolina	$235K	-$1.67M	1	0.03%	Reduced
923	IIM Ironwood Investment Management Boston, Massachusetts	$234K	$0	1	0.04%	Maintained
924	CAM Concorde Asset Management Ann Arbor, Michigan	$233K	+$220K	1	0.27%	New
925	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$232K	-$6.53K	1	0.15%	Reduced