← 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	MUFG Americas New York	$357K	-$849	5	0.01%	Reduced
927	IP Isthmus Partners Madison, Wisconsin	$356K	+$18.1K	1	0.1%	Increased
928	Jensen Investment Management Lake Oswego, Oregon	$352K	-$300K	1	0%	Reduced
929	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$345K	+$29.3K	1	0.37%	Increased
930	SNT Security National Trust Wheeling, West Virginia	$343K	$0	3	0.11%	Maintained
931	VCA Verdence Capital Advisors Hunt Valley, Maryland	$343K	+$323K	1	0.08%	New
932	ECP Elk Creek Partners Denver, Colorado	$336K	+$10.6K	1	0.02%	Increased
933	WEC Winslow Evans & Crocker Boston, Massachusetts	$334K	-$90.9K	4	0.11%	Reduced
934	BI Bredin Investment Wilmington, Delaware	$332K	+$314K	1	0.27%	New
935	LFA Legacy Financial Advisors Covington, Kentucky	$332K	+$287K	3	0.14%	New
936	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$331K	-$158K	1	0.06%	Reduced
937	Quadrant Capital Group Cincinnati, Ohio	$330K	+$7.92K	6	0.13%	Increased
938	CBB Citizens Business Bank Ontario, California	$328K	-$325K	1	0.05%	Reduced
939	TU TDAM USA Toronto, Ontario, Canada	$327K	$0	1	0.02%	Maintained
940	Valeo Financial Advisors Carmel, Indiana	$321K	+$39.2K	6	0.05%	Increased
941	LA Lucus Advisors New York	$318K	-$18.7K	1	0.46%	Reduced
942	MCF Advisors Covington, Kentucky	$318K	$0	2	0.06%	Maintained
943	SBA Seven Bridges Advisors New York	$318K	$0	1	0.26%	Maintained
944	BIC Bridges Investment Counsel Omaha, Nebraska	$317K	-$42.6K	1	0.17%	Reduced
945	Anchor Capital Advisors Boston, Massachusetts	$315K	-$1.2M	1	0.01%	Reduced
946	CIM CIM Investment Management Pittsburgh, Pennsylvania	$312K	-$2.82K	1	0.11%	Reduced
947	FWP FAS Wealth Partners Leawood, Kansas	$312K	+$2.49K	1	0.08%	Increased
948	TAM Tiverton Asset Management Wilimington, Delaware	$310K	+$284K	2	0.02%	New
949	FAIM Financial Advocates Investment Management Olympia, Washington	$307K	+$290K	1	0.04%	New
950	IAM Integre Asset Management New York	$307K	+$10.6K	1	0.18%	Increased