← 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
926	WIC Wilkins Investment Counsel Boston, Massachusetts	$237K	$0	1	0.08%	Maintained
927	AB AT Bancorp Dubuque, Iowa	$236K	-$52.1K	1	0.07%	Reduced
928	Fulton Bank Lancaster, Pennsylvania	$236K	+$225K	1	0.03%	New
929	HCM Hodges Capital Management Dallas, Texas	$236K	+$230K	1	0.01%	New
930	FineMark National Bank & Trust Fort Myers, Florida	$235K	-$97.6K	5	0.04%	Reduced
931	STI Susquehanna Trust & Investment Lititz, Pennsylvania	$234K	+$31.1K	1	0.05%	Increased
932	Prospera Financial Services Dallas, Texas	$233K	+$29.9K	1	0.06%	Increased
933	Covington Capital Management Los Angeles, California	$231K	$0	1	0.02%	Maintained
934	Chilton Capital Management Houston, Texas	$230K	$0	1	0.02%	Maintained
935	CCB Cutter & Co Brokerage Ballwin, Missouri	$228K	+$242K	1	0.08%	New
936	Aristotle Capital Management Los Angeles, California	$226K	$0	1	0%	Maintained
937	SCP Sandhill Capital Partners Buffalo, New York	$225K	$0	1	0.08%	Maintained
938	Advisory Services Network Atlanta, Georgia	$217K	-$233K	1	0.09%	Reduced
939	Clifford Swan Investment Counsel Pasadena, California	$214K	-$24.9K	1	0.01%	Reduced
940	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$214K	-$111K	1	0.04%	Reduced
941	SCA Stonebridge Capital Advisors St Paul, Minnesota	$214K	+$3.1K	1	0.1%	Increased
942	Cetera Advisor Networks El Segundo, California	$213K	-$17.5K	1	0.01%	Reduced
943	ClearBridge Investments New York	$213K	-$31.2M	2	0%	Reduced
944	SC Sumit Capital New York	$213K	+$214K	1	0.89%	New
945	KA Kovack Advisors Ft. Lauderdale, Florida	$208K	+$218K	1	0.3%	New
946	RIL Rothschild Investment LLC Chicago, Illinois	$208K	-$676K	1	0.03%	Reduced
947	Becker Capital Management Portland, Oregon	$207K	+$6.99K	1	0.01%	Increased
948	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$204K	$0	1	0.03%	Maintained
949	NPC National Planning Corporation El Segundo, California	$202K	+$212K	1	0.02%	New
950	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$202K	+$5.72K	1	0.11%	Increased