← 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	Johnson Investment Counsel Cincinnati, Ohio	$558K	-$282K	2	0.01%	Reduced
927	MIA MainStreet Investment Advisors Chicago, Illinois	$558K	+$19.5K	1	0.04%	Increased
928	SCM Silvant Capital Management Atlanta, Georgia	$558K	$0	1	0.1%	Maintained
929	Ashton Thomas Private Wealth Scottsdale, Arizona	$557K	+$319K	2	0.14%	Increased
930	Conning Inc Hartford, Connecticut	$555K	+$10.7K	2	0.02%	Increased
931	Fidelity International Hamilton, Bermuda	$554K	+$469K	4	0%	Increased
932	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$549K	-$27.5K	1	0.21%	Reduced
933	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$544K	+$586K	1	0.14%	New
934	Cetera Investment Advisers Schaumburg, Illinois	$539K	+$44.7K	2	0.04%	Increased
935	FSCP Franklin Street Capital Partners New York	$536K	+$549K	1	0.49%	New
936	Huntington National Bank Columbus, Ohio	$533K	+$245	9	0.01%	Increased
937	SA SL Advisors Westfield, New Jersey	$533K	+$295K	2	1.95%	Increased
938	CIM CIM Investment Management Pittsburgh, Pennsylvania	$531K	-$5.19K	1	0.2%	Reduced
939	Donaldson Capital Management Evansville, Indiana	$531K	-$103K	1	0.04%	Reduced
940	Evercore Wealth Management New York	$531K	-$192K	1	0.01%	Reduced
941	GH GAM Holding Zurich, Switzerland	$531K	-$120K	1	0.03%	Reduced
942	Krane Funds Advisors New York	$531K	+$548K	1	0.02%	New
943	Carson Wealth (CWM LLC) Omaha, Nebraska	$528K	$0	10	0%	Maintained
944	OSIA O'Shares Investment Advisers Boston, Massachusetts	$528K	+$544K	1	0.06%	New
945	Fayez Sarofim & Co Houston, Texas	$524K	+$194K	2	0%	Increased
946	IAN Integrated Advisors Network Dallas, Texas	$521K	+$274K	2	0.07%	Increased
947	SNT Security National Trust Wheeling, West Virginia	$519K	-$18.5K	3	0.15%	Reduced
948	HC Henshaw Capital Woburn, Massachusetts	$515K	+$92.7K	1	0.04%	Increased
949	WMC Westwood Management Corporation Chicago, Illinois	$514K	$0	1	0.05%	Maintained
950	Bailard Foster City, California	$513K	-$117K	1	0.03%	Reduced