← 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	HM Payson & Co Portland, Maine	$261K	+$11.2K	1	0.01%	Increased
902	WA WFG Advisors Dallas, Texas	$261K	+$2.81K	4	0.08%	Increased
903	Wilmington Savings Fund Society Wilmington, Delaware	$261K	-$63.3K	1	0.02%	Reduced
904	AP Advisor Partners Walnut Creek, California	$260K	-$9.04K	1	0.09%	Reduced
905	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$254K	-$234K	1	0.04%	Reduced
906	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$254K	-$84.8K	3	0.05%	Reduced
907	CBU CIBC Bank USA Chicago, Illinois	$253K	+$256	1	0.04%	Increased
908	FRM Fox Run Management Greenwich, Connecticut	$251K	+$264K	1	0.19%	New
909	SM Sabby Management Miami Beach, Florida	$249K	+$4.53K	1	0.01%	Increased
910	Cetera Advisors Denver, Colorado	$248K	+$26.5K	1	0.02%	Increased
911	DP Dearborn Partners Chicago, Illinois	$247K	$0	1	0.02%	Maintained
912	EFS Essex Financial Services Essex, Connecticut	$247K	-$7.33K	1	0.06%	Reduced
913	MC Matisse Capital Portland, Oregon	$246K	+$242K	1	0.12%	New
914	PCM Piermont Capital Management St. Louis, Missouri	$246K	$0	1	0.08%	Maintained
915	PPCM Pillar Pacific Capital Management Pacifica, California	$245K	$0	1	0.04%	Maintained
916	GCIA Gabelli & Co Investment Advisers Rye, New York	$244K	$0	1	0.03%	Maintained
917	MMG Monetary Management Group St Louis, Missouri	$244K	-$45.1K	3	0.12%	Reduced
918	Chilton Capital Management Houston, Texas	$243K	$0	1	0.03%	Maintained
919	Stratos Wealth Partners Beachwood, Ohio	$243K	+$3.1K	1	0.02%	Increased
920	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$240K	+$11.7K	1	1.6%	Increased
921	LA LVW Advisors Pittsford, New York	$240K	$0	1	0.09%	Maintained
922	FFC First Financial Corp Terre Haute, Indiana	$239K	-$2.59K	1	0.13%	Reduced
923	Davenport & Co Richmond, Virginia	$237K	$0	1	0%	Maintained
924	VFA Voya Financial Advisors Windsor, Connecticut	$237K	+$160	1	0.04%	Increased
925	TFA Transamerica Financial Advisors St. Petersburg, Florida	$236K	+$11.6K	1	0.02%	Increased