← 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
1026	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$102K	$0	1	0.05%	Maintained
1027	Benjamin F. Edwards & Company St. Louis, Missouri	$100K	+$53.1K	5	0.01%	Increased
1028	CFA Carroll Financial Associates Charlotte, North Carolina	$92K	+$9.78K	4	0.01%	Increased
1029	AB AT Bancorp Dubuque, Iowa	$90K	+$98K	1	0.01%	New
1030	ABA American Beacon Advisors Irving, Texas	$89K	+$95.9K	1	1.14%	New
1031	Gradient Investments Arden Hills, Minnesota	$88K	+$74.3K	2	0.01%	Increased
1032	VCM Versant Capital Management Phoenix, Arizona	$88K	$0	7	0.05%	Maintained
1033	Salem Investment Counselors Winston Salem, North Carolina	$85K	-$44.4K	4	0.01%	Reduced
1034	H Hexavest Montreal, Quebec, Canada	$84K	$0	1	0%	Maintained
1035	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$81K	+$2.87K	4	0.09%	Increased
1036	RFM Royal Fund Management Lady Lake, Florida	$80K	$0	2	0.03%	Maintained
1037	HFM Hartford Financial Management Hartford, Connecticut	$78K	$0	3	0.04%	Maintained
1038	HAM Highstreet Asset Management London, Ontario, Canada	$78K	+$80.2K	1	0.01%	New
1039	Thompson Siegel & Walmsley Richmond, Virginia	$77K	-$79.8K	3	0%	Reduced
1040	M MOTCO San Antonio, Texas	$76K	+$66.1K	2	0.01%	Increased
1041	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$73K	$0	3	0.04%	Maintained
1042	TA Teton Advisors Rye, New York	$71K	$0	1	0.01%	Maintained
1043	FIB First Interstate Bank Billings, Montana	$68K	$0	2	0.01%	Maintained
1044	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$66K	+$1.83K	3	0.04%	Increased
1045	CFD Creative Financial Designs Kokomo, Indiana	$65K	-$4.83K	2	0.04%	Reduced
1046	First Horizon Advisors Memphis, Tennessee	$65K	-$4.78K	3	0.01%	Reduced
1047	Pathstone Family Office Englewood, New Jersey	$64K	+$59.3K	2	0.03%	Increased
1048	NFG Next Financial Group Houston, Texas	$63K	-$62.6K	2	0.02%	Reduced
1049	FMA FNY Managed Accounts New York	$62K	-$42.4K	1	0.62%	Reduced
1050	Citizens Financial Group Providence, Rhode Island	$61K	-$13.2K	1	0.01%	Reduced