← 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	C Cerebellum San Francisco, California	$591K	+$553K	2	0.31%	New
927	MIAS Mason Investment Advisory Services Reston, Virginia	$588K	$0	1	0.09%	Maintained
928	CF Centaurus Financial Anaheim, California	$587K	+$95.9K	1	0.08%	Increased
929	HB Horizon Bancorp Michigan City, Indiana	$587K	+$506K	3	0.55%	New
930	Inspire Investing Meridian, Idaho	$586K	-$115K	1	0.21%	Reduced
931	RIM Regent Investment Management Louisville, Kentucky	$585K	+$11.9K	1	0.18%	Increased
932	Anchor Capital Advisors Boston, Massachusetts	$577K	$0	1	0.01%	Maintained
933	Jones Financial Companies Des Peres, Missouri	$577K	+$127K	1	0%	Increased
934	Greenleaf Trust Kalamazoo, Michigan	$573K	+$7.81K	1	0.01%	Increased
935	ACM Alethea Capital Management Mercer Island, Washington	$571K	$0	1	0.24%	Maintained
936	Park Avenue Securities New York	$569K	+$70.9K	1	0.02%	Increased
937	IRF IBM Retirement Fund Armonk, New York	$568K	-$20.6K	2	0.1%	Reduced
938	AIA Affinity Investment Advisors Newport Beach, California	$565K	-$327K	1	0.2%	Reduced
939	HA Harbor Advisors West Palm Beach, Florida	$565K	$0	1	0.15%	Maintained
940	GH GAM Holding Zurich, Switzerland	$564K	-$1.39M	1	0.03%	Reduced
941	CDH Charles D. Hyman	$562K	-$8.02K	1	0.06%	Reduced
942	HM Payson & Co Portland, Maine	$561K	$0	3	0.02%	Maintained
943	SIA Starfire Investment Advisers Southfield, Michigan	$559K	-$19.7K	2	0.21%	Reduced
944	BI Bredin Investment Wilmington, Delaware	$557K	$0	2	0.46%	Maintained
945	Livforsakringsbolaget Skandia Stockholm, Sweden	$556K	-$142K	4	0.07%	Reduced
946	FRM Fox Run Management Greenwich, Connecticut	$555K	-$791K	1	0.45%	Reduced
947	WI Wintrust Investments Chicago, Illinois	$549K	+$497K	1	0.08%	New
948	FC Fulcrum Capital Seattle, Washington	$542K	$0	1	0.17%	Maintained
949	MIA MainStreet Investment Advisors Chicago, Illinois	$542K	+$14.1K	1	0.06%	Increased
950	Fiduciary Trust Boston, Massachusetts	$539K	+$753	2	0.01%	Increased