← 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	Simplicity Solutions Minneapolis, Minnesota	$257K	-$230K	1	0.17%	Reduced
927	AFNAS American Financial Network Advisory Services Calabasas, California	$256K	+$254K	2	0.11%	New
928	Bridges Investment Management Omaha, Nebraska	$256K	+$257K	1	0.02%	New
929	JC Jacobs & Co San Francisco, California	$256K	$0	1	0.05%	Maintained
930	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$256K	-$6.05K	2	0.03%	Reduced
931	CO Caldwell & Orkin Norcross, Georgia	$253K	-$220K	1	0.26%	Reduced
932	IAM Integre Asset Management New York	$252K	-$91.2K	1	0.17%	Reduced
933	SLF Sun Life Financial Toronto, Ontario, Canada	$251K	+$83.2K	3	0.02%	Increased
934	CCM Coliseum Capital Management Rowayton, Connecticut	$249K	$0	1	0.19%	Maintained
935	KP Keel Point Huntsville, Alabama	$248K	-$35.2K	1	0.04%	Reduced
936	TCOV Trust Company of Vermont Brattleboro, Vermont	$245K	$0	4	0.02%	Maintained
937	Caprock Group Boise, Idaho	$244K	-$452K	1	0.05%	Reduced
938	SAM Shikiar Asset Management New York	$244K	$0	1	0.11%	Maintained
939	DI Diligent Investors Redlands, California	$243K	$0	1	0.18%	Maintained
940	Sequoia Financial Advisors Akron, Ohio	$238K	$0	1	0.03%	Maintained
941	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$237K	+$26.3K	1	0.03%	Increased
942	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$236K	$0	1	0.17%	Maintained
943	CBA Coastal Bridge Advisors Westport, Connecticut	$232K	$0	1	0.08%	Maintained
944	FIM Frontier Investment Management Dallas, Texas	$231K	+$229K	1	0.02%	New
945	TMC Trellus Management Company Delray Beach, Florida	$231K	+$244K	1	0.32%	New
946	WSC Wellington Shields & Co New York	$230K	+$8.49K	1	0.08%	Increased
947	ICOA Investment Centers of America Bismarck, North Dakota	$224K	-$624K	1	0.02%	Reduced
948	WIC Woodmont Investment Counsel Nashville, Tennessee	$220K	+$248K	1	0.06%	New
949	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$219K	+$688	5	0.04%	Increased
950	SPM Symmetry Peak Management Radnor, Pennsylvania	$218K	+$208K	1	0.02%	New