← 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
1151	VCA Verdence Capital Advisors Hunt Valley, Maryland	$335K	+$16.7K	1	0.04%	Increased
1152	ATC Argent Trust Co Nashville, Tennessee	$334K	+$47.9K	1	0.02%	Increased
1153	Koshinski Asset Management Decatur, Illinois	$329K	+$350K	8	0.03%	New
1154	AMG Advisors Management Group La Crosse, Wisconsin	$329K	+$18.1K	1	0.1%	Increased
1155	JF JSF Financial Los Angeles, California	$327K	-$2.46K	1	0.16%	Reduced
1156	WAM Weatherly Asset Management Del Mar, California	$327K	-$262K	1	0.04%	Reduced
1157	Arax Advisory Partners Denver, Colorado	$325K	-$105K	5	0.04%	Reduced
1158	IF Intrua Financial Houston, Texas	$325K	+$337K	1	0.06%	New
1159	LC Lindbrook Capital Calabasas, California	$323K	+$1.98K	9	0.08%	Increased
1160	NFSG Newbridge Financial Services Group Boca Raton, Florida	$323K	-$16.8K	3	0.2%	Reduced
1161	CIM Cambria Investment Management Manhattan Beach, California	$322K	$0	1	0.06%	Maintained
1162	MSR Main Street Research Lakeville, Connecticut	$321K	+$5.2K	1	0.03%	Increased
1163	SteelPeak Wealth Woodland Hills, California	$319K	+$331K	1	0.02%	New
1164	MAM MMA Asset Management Conshohocken, Pennsylvania	$317K	-$3.96K	1	0.24%	Reduced
1165	SB Sunflower Bank Dallas, Texas	$316K	-$44.3K	1	0.04%	Reduced
1166	WMC Westwood Management Corporation Chicago, Illinois	$316K	$0	1	0.03%	Maintained
1167	APP Alpha Paradigm Partners Chicago, Illinois	$315K	+$76.3K	3	0.13%	Increased
1168	MA Mutual Advisors Omaha, Nebraska	$315K	-$212K	1	0.02%	Reduced
1169	CBT CoreFirst Bank & Trust Topeka, Kansas	$314K	+$9.88K	3	0.22%	Increased
1170	RIA Regal Investment Advisors Kentwood, Michigan	$312K	+$78.4K	1	0.03%	Increased
1171	Savant Capital Rockford, Illinois	$311K	+$6.64K	1	0.01%	Increased
1172	VCM Vigilant Capital Management Portland, Maine	$309K	-$17.6M	5	0.02%	Reduced
1173	MWM Mattern Wealth Management Lawrence, Kansas	$308K	-$215K	1	0.1%	Reduced
1174	Old National Bancorp Evansville, Indiana	$307K	-$521K	1	0.01%	Reduced
1175	CNC Canandaigua National Corp Canandaigua, New York	$306K	-$48.1K	1	0.05%	Reduced