← 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	MFS Mirabella Financial Services London, United Kingdom	$512K	+$436K	2	0.07%	New
952	SPFA Summit Place Financial Advisors Summit, New Jersey	$512K	-$122K	1	0.51%	Reduced
953	DFA Delta Financial Advisors New Orleans, Louisiana	$510K	$0	1	0.28%	Maintained
954	FC Fulcrum Capital Seattle, Washington	$503K	$0	1	0.18%	Maintained
955	HB Horizon Bancorp Michigan City, Indiana	$499K	-$8.29K	2	0.71%	Reduced
956	ED Exane Derivatives Paris, France	$497K	-$485K	2	0.14%	Reduced
957	CCA Checchi Capital Advisers Beverly Hills, California	$497K	-$31.9K	2	0.06%	Reduced
958	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$497K	-$1.34M	1	0.08%	Reduced
959	PP Patten & Patten Chattanooga, Tennessee	$497K	$0	2	0.05%	Maintained
960	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$495K	+$176	5	0.05%	Increased
961	AT Arden Trust Wilmington, Delaware	$490K	-$455K	1	0.09%	Reduced
962	TCM Tributary Capital Management Omaha, Nebraska	$489K	+$51.2K	1	0.04%	Increased
963	CS Comerica Securities Detroit, Michigan	$487K	-$258K	1	0.04%	Reduced
964	DY Dowling & Yahnke San Diego, California	$487K	-$9.23K	1	0.04%	Reduced
965	FAB First American Bank Dundee, Illinois	$483K	-$10.6K	1	0.03%	Reduced
966	ACA Atlas Capital Advisors Jackson, Wyoming	$483K	-$11K	1	0.11%	Reduced
967	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$472K	$0	1	0.49%	Maintained
968	OFS OneAscent Financial Services Birmingham, Alabama	$470K	+$126K	1	0.25%	Increased
969	PM Prosight Management Dallas, Texas	$469K	-$154K	1	0.22%	Reduced
970	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$465K	+$429K	2	0.05%	New
971	CWA Asset Management Group Naples, Florida	$464K	$0	1	0.06%	Maintained
972	Quadrant Capital Group Cincinnati, Ohio	$462K	-$9.5K	11	0.1%	Reduced
973	CFA Capstone Financial Advisors Downers Grove, Illinois	$461K	$0	1	0.05%	Maintained
974	CC Cedar Capital Barrington, Illinois	$455K	+$157K	1	0.15%	Increased
975	S SimplyRich Carlsbad, California	$453K	$0	1	0.23%	Maintained