← 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
1076	SWM SVA Wealth Management Madison, Wisconsin	$227K	$0	1	0.02%	Maintained
1077	HCA Harbour Capital Advisors Tysons Corner, Virginia	$226K	+$244K	1	0.1%	New
1078	Busey Bank Urbana, Illinois	$225K	+$211K	1	0.02%	New
1079	First Citizens Bank & Trust Raleigh, North Carolina	$224K	+$40.7K	1	0.03%	Increased
1080	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$223K	+$209K	1	0.02%	New
1081	AWM Altium Wealth Management Purchase, New York	$220K	-$27K	1	0.03%	Reduced
1082	CIA CSat Investment Advisory Detroit, Michigan	$218K	-$12.6K	5	0.07%	Reduced
1083	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$218K	+$206K	1	0.03%	New
1084	IFS Ifrah Financial Services Little Rock, Arkansas	$217K	-$26.1K	1	0.08%	Reduced
1085	PIM Partner Investment Management San Francisco, California	$217K	+$234K	1	0.37%	New
1086	CCM Campbell Capital Management Miami, Florida	$216K	+$210K	1	0.16%	New
1087	DP Dearborn Partners Chicago, Illinois	$216K	+$209K	1	0.01%	New
1088	DI Diligent Investors Redlands, California	$215K	+$202K	1	0.11%	New
1089	CCP Corient Capital Partners Newport Beach, California	$214K	+$201K	1	0.03%	New
1090	PP Patten & Patten Chattanooga, Tennessee	$213K	+$207K	1	0.02%	New
1091	PTC Petrus Trust Company Dallas, Texas	$212K	+$215K	1	0.04%	New
1092	Park National Corp Newark, Ohio	$211K	+$204K	1	0.01%	New
1093	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$208K	+$35.3K	4	0.15%	Increased
1094	VHAM Van Hulzen Asset Management El Dorado Hills, California	$208K	+$195K	1	0.04%	New
1095	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$208K	-$228	8	0.03%	Reduced
1096	MUFG Americas New York	$207K	+$423	3	0.01%	Increased
1097	PLU Performa Ltd (US) Charleston, South Carolina	$205K	$0	1	0.21%	Maintained
1098	BAM Boyar Asset Management New York	$204K	-$33.5K	1	0.15%	Reduced
1099	ER Enlightenment Research Miami, Florida	$204K	-$527K	1	0.45%	Reduced
1100	FIB First Interstate Bank Billings, Montana	$204K	-$6.86K	3	0.05%	Reduced