← 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	DLHL Donald L. Hagan LLC Sarasota, Florida	$550K	-$29.9K	1	0.39%	Reduced
1052	CAM Cozad Asset Management Champaign, Illinois	$548K	+$724K	1	0.09%	New
1053	FAB First American Bank Dundee, Illinois	$548K	+$6.1K	1	0.06%	Increased
1054	VNA Valley National Advisers Bethlehem, Pennsylvania	$546K	+$48.5K	2	0.11%	Increased
1055	AIC Aurora Investment Counsel Atlanta, Georgia	$544K	-$1.33M	1	0.41%	Reduced
1056	WAM Weatherly Asset Management Del Mar, California	$544K	$0	2	0.08%	Maintained
1057	Johnson Investment Counsel Cincinnati, Ohio	$542K	+$27.1K	2	0.01%	Increased
1058	MFS Monetta Financial Services Wheaton, Illinois	$542K	$0	1	0.62%	Maintained
1059	ETH Exos TFP Holdings New York	$538K	+$562K	2	0.25%	New
1060	HA Harbor Advisors West Palm Beach, Florida	$538K	$0	1	0.14%	Maintained
1061	CGL Clarius Group LLC Seattle, Washington	$535K	+$248K	2	0.05%	Increased
1062	TIM Thompson Investment Management Madison, Wisconsin	$535K	$0	1	0.1%	Maintained
1063	Avantax Planning Partners Dubuque, Iowa	$532K	-$28.3K	1	0.02%	Reduced
1064	CWA Asset Management Group Naples, Florida	$530K	-$725K	1	0.05%	Reduced
1065	PHK Point72 Hong Kong Hong Kong	$527K	-$5.15M	6	0.02%	Reduced
1066	Meridian Wealth Management Lexington, Kentucky	$526K	-$568K	1	0.06%	Reduced
1067	Benjamin F. Edwards & Company St. Louis, Missouri	$525K	+$13.3K	6	0.03%	Increased
1068	Caprock Group Boise, Idaho	$520K	+$294K	2	0.05%	Increased
1069	DCM Dean Capital Management Overland Park, Kansas	$519K	-$364K	1	0.78%	Reduced
1070	TCM Twin Capital Management Mcmurray, Pennsylvania	$517K	-$6.49K	1	0.07%	Reduced
1071	VWA V Wealth Advisors Overland Park, Kansas	$516K	+$58.2K	1	0.1%	Increased
1072	DY Dowling & Yahnke San Diego, California	$515K	+$4.1K	1	0.02%	Increased
1073	Polar Capital Holdings London, United Kingdom	$515K	+$200K	1	0%	Increased
1074	APA American Portfolios Advisors Holbrook, New York	$511K	-$30.6K	12	0.02%	Reduced
1075	MWM Mattern Wealth Management Lawrence, Kansas	$511K	+$216K	2	0.21%	Increased