← 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	Johnson Investment Counsel Cincinnati, Ohio	$651K	-$220K	2	0.01%	Reduced
902	KA Kovack Advisors Ft. Lauderdale, Florida	$651K	-$1.89K	2	0.12%	Reduced
903	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$649K	+$2.2K	1	0.26%	Increased
904	Fayez Sarofim & Co Houston, Texas	$648K	$0	2	0%	Maintained
905	PVWM Point View Wealth Management Summit, New Jersey	$646K	-$17.3K	1	0.27%	Reduced
906	FAB First American Bank Dundee, Illinois	$645K	+$603K	1	0.04%	New
907	OA Oak Associates Akron, Ohio	$645K	-$2.54M	1	0.04%	Reduced
908	SC Saybrook Capital Winston Salem, North Carolina	$644K	$0	1	0.25%	Maintained
909	Simplex Trading Chicago, Illinois	$642K	-$1.04M	4	0%	Reduced
910	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$639K	-$48.8K	1	0.58%	Reduced
911	CCM Compass Capital Management Minneapolis, Minnesota	$638K	$0	1	0.07%	Maintained
912	HC Hourglass Capital Houston, Texas	$637K	$0	2	0.17%	Maintained
913	TIM Thompson Investment Management Madison, Wisconsin	$635K	$0	1	0.1%	Maintained
914	CQS Credential Qtrade Securities Vancouver,	$634K	-$19.9K	2	0.09%	Reduced
915	JCM JS Capital Management New York	$629K	-$334K	1	0.07%	Reduced
916	Brown Brothers Harriman & Co New York	$627K	+$19.7K	7	0%	Increased
917	ANRIA American National Registered Investment Advisor Galveston, Texas	$624K	$0	2	0.31%	Maintained
918	Polen Capital Management Boca Raton, Florida	$618K	+$74.8K	1	0%	Increased
919	GC Grace Capital Quincy, Massachusetts	$616K	+$463K	1	0.5%	Increased
920	Avantax Planning Partners Dubuque, Iowa	$609K	-$2.09K	2	0.04%	Reduced
921	TD Private Client Wealth New York	$604K	+$526K	6	0.04%	New
922	Carmignac Gestion Paris, France	$596K	-$1.23M	1	0.01%	Reduced
923	CHC City Holding Co Charleston, West Virginia	$596K	-$10.8K	2	0.14%	Reduced
924	Avantax Advisory Services Dallas, Texas	$593K	+$69.8K	2	0.01%	Increased
925	BCM BTC Capital Management Des Moines, Iowa	$591K	+$13.7K	1	0.08%	Increased