← 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
1176	HFAS Hummer Financial Advisory Services Chicago, Illinois	$326K	$0	1	0.3%	Maintained
1177	Kingsview Wealth Management Grants Pass, Oregon	$326K	+$277K	1	0.02%	New
1178	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$325K	-$173K	1	0.04%	Reduced
1179	Burgundy Asset Management Toronto, Ontario, Canada	$324K	$0	1	0%	Maintained
1180	TAM Trust Asset Management Houston, Texas	$323K	+$28.8K	1	0.04%	Increased
1181	MC Machina Capital Paris, France	$320K	+$273K	1	0.54%	New
1182	LC Lindbrook Capital Calabasas, California	$318K	-$4.82K	8	0.07%	Reduced
1183	PB Pinnacle Bancorp Beatrice, Nebraska	$317K	-$18.7K	3	0.14%	Reduced
1184	First Citizens Bank & Trust Raleigh, North Carolina	$316K	+$9.48K	1	0.02%	Increased
1185	Savant Capital Rockford, Illinois	$315K	-$1.89K	1	0.01%	Reduced
1186	CPA Court Place Advisors Ellicott City, Maryland	$313K	$0	1	0.09%	Maintained
1187	HCM Hollencrest Capital Management Newport Beach, California	$312K	$0	1	0.03%	Maintained
1188	SRC Sage Rhino Capital Menlo Park, California	$312K	-$710	1	0.09%	Reduced
1189	TPA Trivium Point Advisory Westport, Connecticut	$312K	+$295K	1	0.08%	New
1190	BCA Berman Capital Advisors Atlanta, Georgia	$311K	+$60.7K	11	0.05%	Increased
1191	JF JSF Financial Los Angeles, California	$308K	+$22.5K	1	0.18%	Increased
1192	PC Prairiewood Capital Fargo, North Dakota	$308K	-$914K	1	0.26%	Reduced
1193	LCM Legato Capital Management San Francisco, California	$306K	+$314K	1	0.04%	New
1194	SBL Sargent Bickham Lagudis Boulder, Colorado	$303K	-$2.43K	4	0.02%	Reduced
1195	TCOV Trust Company of Vermont Brattleboro, Vermont	$301K	$0	4	0.02%	Maintained
1196	AGA Accuvest Global Advisors Provo, Utah	$299K	-$30.3K	1	0.15%	Reduced
1197	AGC Angelo Gordon & Co New York	$299K	$0	1	0.02%	Maintained
1198	PCG Private Capital Group West Hartford, Connecticut	$297K	+$45.2K	7	0.07%	Increased
1199	MSR Main Street Research Lakeville, Connecticut	$296K	$0	1	0.02%	Maintained
1200	WMC Westwood Management Corporation Chicago, Illinois	$296K	$0	1	0.02%	Maintained