← 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	Synovus Financial Columbus, Georgia	$491K	-$71.8K	3	0.01%	Reduced
927	FAIM Financial Advocates Investment Management Olympia, Washington	$486K	+$194K	2	0.06%	Increased
928	WC Whitnell & Co Oak Brook, Illinois	$486K	-$298K	2	0.2%	Reduced
929	CCP Clarkston Capital Partners Rochester, Michigan	$483K	$0	1	0.02%	Maintained
930	Meiji Yasuda Life Insurance Tokyo, Japan	$483K	+$216K	1	0.07%	Increased
931	Bridges Investment Management Omaha, Nebraska	$480K	-$48.6K	1	0.02%	Reduced
932	Valeo Financial Advisors Carmel, Indiana	$480K	+$113K	7	0.07%	Increased
933	GCA Greenwood Capital Associates Greenwood, South Carolina	$479K	+$208K	1	0.11%	Increased
934	CPH C Partners Holding Zurich, Switzerland	$478K	+$54.1K	2	0.18%	Increased
935	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$477K	+$5.58K	1	0.06%	Increased
936	PCM Piermont Capital Management St. Louis, Missouri	$477K	-$2.52M	1	0.15%	Reduced
937	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$477K	-$317K	1	0.18%	Reduced
938	HA Harfst & Associates Sheridan, Wyoming	$474K	+$463K	1	0.2%	New
939	MA Mutual Advisors Omaha, Nebraska	$468K	+$10.5K	1	0.11%	Increased
940	AMI Amica Mutual Insurance Providence, Rhode Island	$464K	$0	1	0.06%	Maintained
941	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$454K	$0	1	0.16%	Maintained
942	AWM Altium Wealth Management Purchase, New York	$452K	+$452K	2	0.12%	New
943	ZCM Zebra Capital Management Stamford, Connecticut	$450K	-$202K	1	0.19%	Reduced
944	WhitTier Trust Company Reno, Nevada	$449K	-$63.5K	4	0.04%	Reduced
945	ECP Elk Creek Partners Denver, Colorado	$448K	+$32.9K	1	0.02%	Increased
946	PFC Phocas Financial Corp Alameda, California	$447K	-$4.97K	1	0.04%	Reduced
947	UAS United Asset Strategies Garden City, New York	$445K	+$49.1K	1	0.12%	Increased
948	PAM Paradigm Asset Management New York	$444K	$0	1	0.13%	Maintained
949	Chicago Partners Investment Group Chicago, Illinois	$443K	$0	2	0.07%	Maintained
950	HBK Sorce Advisory Erie, Pennsylvania	$433K	-$261K	1	0.05%	Reduced