← 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
1101	ST Somerset Trust Somerset, Pennsylvania	$348K	-$11.9K	1	0.16%	Reduced
1102	CCM Campbell Capital Management Miami, Florida	$347K	-$99.7K	1	0.17%	Reduced
1103	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$345K	+$179K	2	0.04%	Increased
1104	IRC Investors Research Corp Atlanta, Georgia	$345K	$0	2	0.14%	Maintained
1105	ATC Argent Trust Co Nashville, Tennessee	$344K	$0	1	0.03%	Maintained
1106	SWM SeaCrest Wealth Management Purchase, New York	$344K	-$25.3K	1	0.05%	Reduced
1107	NFSG Newbridge Financial Services Group Boca Raton, Florida	$343K	-$42.6K	3	0.28%	Reduced
1108	Atlantic Union Bankshares Glen Allen, Virginia	$342K	$0	1	0.04%	Maintained
1109	ZWJ Investment Counsel Atlanta, Georgia	$341K	+$342K	1	0.02%	New
1110	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$340K	-$3.01M	1	0.02%	Reduced
1111	CA Calton & Associates Tampa, Florida	$339K	+$399	1	0.06%	Increased
1112	WC Woodstock Corp Boston, Massachusetts	$339K	+$17.9K	1	0.05%	Increased
1113	Vanguard Personalized Indexing Management Oakland, California	$333K	+$45.9K	1	0.07%	Increased
1114	CCC Crescent Capital Consulting New Orleans, Louisiana	$332K	+$321K	4	0.09%	New
1115	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$331K	+$285K	1	0.26%	New
1116	WFC Western Financial Corp San Diego, California	$331K	+$311K	1	0.22%	New
1117	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$326K	-$9.97K	1	0.13%	Reduced
1118	DP Dearborn Partners Chicago, Illinois	$325K	-$5.98K	1	0.01%	Reduced
1119	VRM Vectors Research Management New York	$325K	-$42.1K	2	0.1%	Reduced
1120	Covington Capital Management Los Angeles, California	$324K	$0	2	0.01%	Maintained
1121	Savant Capital Rockford, Illinois	$322K	+$6.32K	1	0.02%	Increased
1122	HFAS Hummer Financial Advisory Services Chicago, Illinois	$321K	-$7.25K	1	0.34%	Reduced
1123	LK Lumbard & Kellner Hollis, New Hampshire	$320K	+$320K	1	0.13%	New
1124	Prudential plc London, England, United Kingdom	$320K	+$40.8K	1	0%	Increased
1125	WPWM Windward Private Wealth Management Overland Park, Kansas	$319K	+$299K	1	0.15%	New