← 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	BMWM Brown Miller Wealth Management Mclean, Virginia	$631K	+$592K	1	0.47%	New
977	TFS TrustCore Financial Services Brentwood, Tennessee	$619K	+$236K	1	0.08%	Increased
978	TSS Two Sigma Securities New York	$616K	+$165K	2	0.01%	Increased
979	FC Fulcrum Capital Seattle, Washington	$615K	-$8.57K	1	0.18%	Reduced
980	DY Dowling & Yahnke San Diego, California	$609K	+$4.99K	1	0.04%	Increased
981	GC Gruss & Co West Palm Beach, Florida	$600K	$0	1	2.3%	Maintained
982	FAB First American Bank Dundee, Illinois	$599K	+$22.4K	1	0.04%	Increased
983	CHC City Holding Co Charleston, West Virginia	$598K	-$20.1K	2	0.13%	Reduced
984	HA Harbor Advisors West Palm Beach, Florida	$598K	$0	1	0.13%	Maintained
985	SOAMC Spirit of America Management Corp Syosset, New York	$596K	-$36.4K	2	0.15%	Reduced
986	PTC Private Trust Company Cleveland, Ohio	$595K	+$215K	2	0.1%	Increased
987	Verition Fund Management Greenwich, Connecticut	$591K	-$412K	2	0.01%	Reduced
988	OWM OneAscent Wealth Management Birmingham, Alabama	$589K	+$545K	1	0.27%	New
989	BA Bellwether Advisors Lincoln, Nebraska	$581K	+$564K	3	0.26%	New
990	TCM Tributary Capital Management Omaha, Nebraska	$581K	$0	1	0.04%	Maintained
991	NERM New England Research & Management Chicago, Illinois	$578K	+$579K	1	0.36%	New
992	Lido Advisors Los Angeles, California	$573K	+$560K	2	0.01%	New
993	AWA Alta Wealth Advisors Woburn, Massachusetts	$572K	+$543K	1	0.48%	New
994	PP Patten & Patten Chattanooga, Tennessee	$569K	$0	2	0.05%	Maintained
995	Caprock Group Boise, Idaho	$567K	+$508K	2	0.06%	New
996	Fayez Sarofim & Co Houston, Texas	$567K	$0	2	0%	Maintained
997	CNC Canandaigua National Corp Canandaigua, New York	$564K	+$195K	2	0.1%	Increased
998	SA SL Advisors Westfield, New Jersey	$563K	-$17.6K	2	1.82%	Reduced
999	Quadrant Capital Group Cincinnati, Ohio	$555K	+$35.3K	12	0.1%	Increased
1000	CFA Capstone Financial Advisors Downers Grove, Illinois	$554K	+$6.04K	1	0.05%	Increased