← 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
1051	OC Oakworth Capital Birmingham, Alabama	$218K	$0	2	0.04%	Maintained
1052	Fulton Bank Lancaster, Pennsylvania	$212K	-$72.4K	1	0.01%	Reduced
1053	WVP Worth Venture Partners Fort Lee, New Jersey	$212K	-$177K	1	0.12%	Reduced
1054	SWM SVA Wealth Management Madison, Wisconsin	$211K	+$201K	1	0.02%	New
1055	Benjamin F. Edwards & Company St. Louis, Missouri	$210K	+$28.7K	5	0.02%	Increased
1056	FC Fairpointe Capital Chicago, Illinois	$209K	+$207K	1	0.01%	New
1057	Integrated Wealth Concepts Waltham, Massachusetts	$209K	+$566	1	0.04%	Increased
1058	PTC Private Trust Company Cleveland, Ohio	$209K	-$37.6K	1	0.04%	Reduced
1059	SCM Schnieders Capital Management Pasadena, California	$209K	$0	1	0.09%	Maintained
1060	FIM Frontier Investment Management Dallas, Texas	$208K	$0	1	0.01%	Maintained
1061	Bailard Foster City, California	$207K	+$211K	1	0.01%	New
1062	MSAM Moloney Securities Asset Management Manchester, Missouri	$206K	+$189K	1	0.07%	New
1063	Chicago Partners Investment Group Chicago, Illinois	$205K	+$154K	1	0.03%	New
1064	YIA YHB Investment Advisors West Hartford, Connecticut	$205K	-$105K	1	0.03%	Reduced
1065	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$204K	-$101K	1	0.1%	Reduced
1066	AOWM Alpha Omega Wealth Management Richmond, Virginia	$203K	$0	3	0.09%	Maintained
1067	DAM Diamant Asset Management Ridgefield, Connecticut	$203K	$0	1	0.2%	Maintained
1068	FAM Formidable Asset Management Cincinnati, Ohio	$203K	+$58.5K	1	0.08%	New
1069	LFA Legacy Financial Advisors Covington, Kentucky	$203K	+$4.19K	5	0.07%	Increased
1070	OGC One68 Global Capital New York	$203K	+$186K	1	0.61%	New
1071	Penserra Capital Management Orinda, California	$200K	-$1.38M	3	0.02%	Reduced
1072	IRC Investors Research Corp Atlanta, Georgia	$198K	+$20.1K	3	0.11%	Increased
1073	H Hexavest Montreal, Quebec, Canada	$186K	-$19.9M	1	0%	Reduced
1074	FNB Farmers National Bank Danville, Kentucky	$183K	+$153K	2	0.1%	New
1075	SLF Sun Life Financial Toronto, Ontario, Canada	$182K	-$44.3K	5	0.04%	Reduced