← 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
951	TC Trust Company Manhattan, Kansas	$218K	$0	3	0.12%	Maintained
952	IIM Ironwood Investment Management Boston, Massachusetts	$216K	$0	1	0.15%	Maintained
953	SCA Stonebridge Capital Advisors St Paul, Minnesota	$216K	$0	1	0.05%	Maintained
954	AC Athos Capital Hong Kong	$215K	-$450K	1	0.16%	Reduced
955	HM Payson & Co Portland, Maine	$215K	$0	1	0.01%	Maintained
956	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$214K	$0	1	0.23%	Maintained
957	VAM Visionary Asset Management Houston, Texas	$214K	+$213K	1	0.06%	New
958	CCM Canal Capital Management Richmond, Virginia	$213K	$0	1	0.13%	Maintained
959	UMB Bank Kansas City, Missouri	$213K	+$25.5K	1	0.01%	Increased
960	Buckingham Strategic Wealth Clayton, Missouri	$212K	-$5.67K	1	0.05%	Reduced
961	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$211K	$0	1	0.06%	Maintained
962	Colony Group Boston, Massachusetts	$211K	+$202K	1	0.01%	New
963	AOWM Alpha Omega Wealth Management Richmond, Virginia	$209K	-$29.4K	2	0.1%	Reduced
964	CWM Cornerstone Wealth Management St. Peters, Missouri	$208K	+$193K	1	0.04%	New
965	MCP Mirador Capital Partners Pleasanton, California	$207K	-$9.51K	1	0.12%	Reduced
966	Old National Bancorp Evansville, Indiana	$207K	$0	1	0.01%	Maintained
967	Dai-ichi Life Insurance Company Tokyo, Japan	$206K	$0	1	0%	Maintained
968	CBU CIBC Bank USA Chicago, Illinois	$202K	$0	1	0.03%	Maintained
969	IRF IBM Retirement Fund Armonk, New York	$202K	$0	1	0.04%	Maintained
970	SSB Sandy Spring Bank Olney, Maryland	$193K	$0	5	0.02%	Maintained
971	EAM Exane Asset Management Paris, France	$191K	+$192K	1	0.04%	New
972	OTC Opera Trading Capital Paris, France	$185K	+$187K	1	0.03%	New
973	Arax Advisory Partners Denver, Colorado	$181K	-$1.56K	2	0.09%	Reduced
974	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$177K	+$1.71K	4	0%	Increased
975	SC SRB Corp Boston, Massachusetts	$173K	+$174K	1	0.02%	New