← 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	SNT Security National Trust Wheeling, West Virginia	$329K	$0	3	0.11%	Maintained
977	ANBT American National Bank & Trust Wichita Falls, Texas	$328K	+$271K	1	0.1%	New
978	Brown Brothers Harriman & Co New York	$326K	-$30.8K	5	0%	Reduced
979	KIA KCM Investment Advisors Greenbrae, California	$326K	-$360K	1	0.02%	Reduced
980	CCT Country Club Trust Kansas City, Missouri	$325K	+$14.3K	1	0.04%	Increased
981	BW Biegel & Waller Columbia, Maryland	$324K	$0	1	0.17%	Maintained
982	FA Fortis Advisors Wayne, Pennsylvania	$324K	+$224K	2	0.17%	Increased
983	FWM Frontier Wealth Management Kansas City, Missouri	$324K	$0	1	0.04%	Maintained
984	MIM Manitou Investment Management Toronto, Ontario, Canada	$312K	$0	1	0.08%	Maintained
985	BDF Balasa Dinverno & Foltz	$311K	-$69.5K	1	0.04%	Reduced
986	OIA Optimum Investment Advisors Chicago, Illinois	$310K	+$36.9K	5	0.1%	Increased
987	SB Simmons Bank Pine Bluff, Arkansas	$308K	+$711	1	0.03%	Increased
988	Capstone Investment Advisors New York	$307K	+$264K	3	0%	Increased
989	WP WealthPLAN Partners Omaha, Nebraska	$307K	+$708	1	0.05%	Increased
990	Covington Capital Management Los Angeles, California	$303K	$0	1	0.02%	Maintained
991	MC Matisse Capital Portland, Oregon	$300K	+$19K	1	0.36%	Increased
992	Park Avenue Securities New York	$300K	+$295K	1	0.02%	New
993	PTC Petrus Trust Company Dallas, Texas	$298K	-$408K	1	0.06%	Reduced
994	SIA Starfire Investment Advisers Southfield, Michigan	$297K	$0	1	0.14%	Maintained
995	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$296K	-$8.26K	1	0.18%	Reduced
996	DY Dowling & Yahnke San Diego, California	$295K	+$34.3K	1	0.03%	Increased
997	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$293K	-$300K	1	0.07%	Reduced
998	FPB First PREMIER Bank Sioux Falls, South Dakota	$292K	+$13.7K	2	0.17%	Increased
999	Karpus Investment Management Pittsford, New York	$292K	+$290K	1	0.01%	New
1000	AMG Advisors Management Group La Crosse, Wisconsin	$289K	+$239K	1	0.13%	New