← 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
976	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$275K	-$6.22K	2	0.03%	Reduced
977	UMB Bank Kansas City, Missouri	$273K	+$12.1K	1	0.01%	Increased
978	RIM Regent Investment Management Louisville, Kentucky	$271K	-$53.3K	1	0.09%	Reduced
979	AWM Aries Wealth Management Portland, Maine	$266K	+$250K	1	0.24%	New
980	Aristotle Atlantic Partners Sarasota, Florida	$266K	+$251K	1	0.1%	New
981	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$266K	+$226K	1	0.23%	New
982	SWA SFMG Wealth Advisors Plano, Texas	$265K	-$154K	1	0.04%	Reduced
983	DI Diligent Investors Redlands, California	$264K	-$7.1K	1	0.17%	Reduced
984	OIA Optimum Investment Advisors Chicago, Illinois	$263K	-$86.2K	1	0.08%	Reduced
985	TCOV Trust Company of Vermont Brattleboro, Vermont	$259K	-$17.5K	4	0.02%	Reduced
986	IRC Investors Research Corp Atlanta, Georgia	$258K	+$265K	1	0.16%	New
987	WSC Wellington Shields & Co New York	$257K	$0	1	0.14%	Maintained
988	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$256K	$0	1	0.06%	Maintained
989	Check Capital Management Costa Mesa, California	$256K	+$242K	1	0.01%	New
990	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$255K	$0	1	0.05%	Maintained
991	Meiji Yasuda Life Insurance Tokyo, Japan	$254K	-$176K	1	0.04%	Reduced
992	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$254K	$0	1	0.18%	Maintained
993	Sequoia Financial Advisors Akron, Ohio	$252K	-$3.98K	1	0.03%	Reduced
994	CBA Coastal Bridge Advisors Westport, Connecticut	$249K	$0	1	0.08%	Maintained
995	CMT Capital Markets Trading Frankfurt, Germany	$248K	-$1.12M	1	0.01%	Reduced
996	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$248K	+$216K	4	0.19%	New
997	Howard Capital Management Roswell, Georgia	$247K	+$210K	1	0.04%	New
998	SP Successful Portfolios Clearwater, Florida	$245K	+$231K	1	0.3%	New
999	CA Cynosure Advisors Salt Lake City, Utah	$243K	+$237K	1	0.06%	New
1000	IIM Ironwood Investment Management Boston, Massachusetts	$241K	$0	1	0.17%	Maintained