← 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	PTC Private Trust Company Cleveland, Ohio	$342K	-$1.61K	1	0.07%	Reduced
1027	CCG Chatham Capital Group Savannah, Georgia	$341K	$0	1	0.08%	Maintained
1028	Covington Capital Management Los Angeles, California	$331K	$0	2	0.02%	Maintained
1029	BCM BTC Capital Management Des Moines, Iowa	$330K	$0	1	0.05%	Maintained
1030	Geneos Wealth Management Englewood, Colorado	$330K	-$37.4K	6	0.02%	Reduced
1031	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$330K	$0	1	0.15%	Maintained
1032	GCA Greenwood Capital Associates Greenwood, South Carolina	$327K	+$152K	1	0.06%	Increased
1033	RNC Capital Management Los Angeles, California	$326K	$0	1	0.02%	Maintained
1034	South Dakota Investment Council Sioux Falls, South Dakota	$326K	-$112K	2	0.01%	Reduced
1035	GHA GW Henssler & Associates Kennesaw, Georgia	$325K	+$13.2K	1	0.03%	Increased
1036	MWM Mattern Wealth Management Lawrence, Kansas	$325K	$0	1	0.14%	Maintained
1037	HFAS Hummer Financial Advisory Services Chicago, Illinois	$324K	-$18.3K	1	0.38%	Reduced
1038	KCM Kendall Capital Management Rockville, Maryland	$324K	+$405K	1	0.28%	New
1039	CIC Chase Investment Counsel Charlottesville, Virginia	$320K	-$1.76M	1	0.16%	Reduced
1040	IRC Investors Research Corp Atlanta, Georgia	$320K	-$428K	2	0.16%	Reduced
1041	VFA Values First Advisors Gray, Tennessee	$318K	+$34.3K	1	0.29%	Increased
1042	Atlantic Union Bankshares Glen Allen, Virginia	$317K	$0	1	0.04%	Maintained
1043	MA Mutual Advisors Omaha, Nebraska	$315K	+$3.29K	1	0.03%	Increased
1044	TA Teton Advisors Rye, New York	$311K	$0	1	0.05%	Maintained
1045	DAM Diamant Asset Management Ridgefield, Connecticut	$309K	$0	1	0.3%	Maintained
1046	MWC MBM Wealth Consultants Chesterfield, Missouri	$309K	-$40.5K	1	0.2%	Reduced
1047	NFSG Newbridge Financial Services Group Boca Raton, Florida	$308K	+$351K	4	0.3%	New
1048	AIC Aurora Investment Counsel Atlanta, Georgia	$307K	-$299K	1	0.25%	Reduced
1049	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$304K	$0	1	0.05%	Maintained
1050	ST Somerset Trust Somerset, Pennsylvania	$304K	+$256	1	0.15%	Increased