← 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	Sigma Planning Corp Ann Arbor, Michigan	$703K	+$137K	1	0.02%	Increased
977	Harbour Investments Madison, Wisconsin	$702K	+$1.49K	11	0.02%	Increased
978	Donaldson Capital Management Evansville, Indiana	$697K	-$21.6K	1	0.04%	Reduced
979	GAG GM Advisory Group Melville, New York	$697K	+$47.9K	1	0.07%	Increased
980	PCM Poehling Capital Management Madison, Wisconsin	$696K	+$813K	1	0.24%	Increased
981	ACM AlphaStar Capital Management Cornelius, North Carolina	$692K	+$282K	1	0.05%	Increased
982	DFA Delta Financial Advisors New Orleans, Louisiana	$692K	$0	1	0.31%	Maintained
983	LI Lafayette Investments Ashton, Maryland	$692K	+$33.8K	2	0.19%	Increased
984	LCM LVM Capital Management Portage, Michigan	$691K	-$5.27M	1	0.1%	Reduced
985	FIM Fernwood Investment Management Quincy, Massachusetts	$685K	-$72.8K	1	0.24%	Reduced
986	PCC Park Circle Company Baltimore, Maryland	$685K	$0	1	0.52%	Maintained
987	Hancock Whitney Gulfport, Mississippi	$681K	-$136	2	0.02%	Reduced
988	BFC Bedel Financial Consulting Indianapolis, Indiana	$676K	-$5.04K	5	0.23%	Reduced
989	Krane Funds Advisors New York	$674K	+$724K	1	0.01%	New
990	Johnson Investment Counsel Cincinnati, Ohio	$673K	+$32.9K	2	0.01%	Increased
991	SIM Sentry Investment Management Stevens Point, Wisconsin	$672K	+$416	4	0.2%	Increased
992	ANRIA American National Registered Investment Advisor Galveston, Texas	$661K	-$1.5K	2	0.24%	Reduced
993	BIA Barry Investment Advisors New Bedford, Massachusetts	$659K	+$60.8K	1	0.18%	Increased
994	Huntington National Bank Columbus, Ohio	$659K	+$94.9K	12	0.01%	Increased
995	Vestmark Advisory Solutions Wakefield, Massachusetts	$659K	+$145K	2	0.04%	Increased
996	IC Intersect Capital San Ramon, California	$657K	+$16.4K	2	0.11%	Increased
997	Colony Group Boston, Massachusetts	$653K	-$129K	1	0.01%	Reduced
998	HI Humankind Investments New York	$651K	+$674K	2	0.3%	New
999	CIM Chiron Investment Management New York	$640K	+$250K	1	0.1%	Increased
1000	PDN Pensionfund DSM Netherlands Sittard, Netherlands	$633K	+$656K	1	0.08%	New