← 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
1201	Salem Investment Counselors Winston Salem, North Carolina	$110K	$0	3	0.01%	Maintained
1202	PHK Point72 Hong Kong Hong Kong	$108K	+$88.2K	1	0.01%	Increased
1203	CIM Cambria Investment Management Manhattan Beach, California	$107K	-$7.93K	1	0.04%	Reduced
1204	CFD Creative Financial Designs Kokomo, Indiana	$106K	+$7.09K	4	0.03%	Increased
1205	BFC Bedel Financial Consulting Indianapolis, Indiana	$101K	$0	4	0.05%	Maintained
1206	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$100K	+$7.91K	7	0.03%	Increased
1207	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$99K	-$8.67K	1	0.04%	Reduced
1208	Atlantic Union Bankshares Glen Allen, Virginia	$96K	+$12K	1	0.01%	Increased
1209	TI Truehand Inc Strafford, New Hampshire	$96K	$0	1	0.07%	Maintained
1210	HR Howe & Rusling Rochester, New York	$95K	-$56.3K	2	0.02%	Reduced
1211	PDM Penn Davis McFarland Dallas, Texas	$91K	$0	1	0.02%	Maintained
1212	VCM Versant Capital Management Phoenix, Arizona	$91K	+$601	7	0.04%	Increased
1213	ICM Islay Capital Management Lubbock, Texas	$90K	-$31.8K	1	0.1%	Reduced
1214	PGAM Princeton Global Asset Management Princeton, New Jersey	$90K	+$9.37K	2	0.03%	Increased
1215	FBT First Bank & Trust Brookings, South Dakota	$89K	-$4.3K	1	0.07%	Reduced
1216	SSB Sandy Spring Bank Olney, Maryland	$89K	+$4.71K	4	0.01%	Increased
1217	C Cerebellum San Francisco, California	$87K	+$77.5K	2	0.06%	New
1218	SWM Sugarloaf Wealth Management Duluth, Georgia	$87K	$0	5	0.03%	Maintained
1219	Allworth Financial Folsom, California	$85K	$0	4	0%	Maintained
1220	EI Ellevest Inc New York	$85K	+$12.5K	7	0.02%	Increased
1221	MRCM M&R Capital Management Summit, New Jersey	$83K	$0	1	0.02%	Maintained
1222	CAL Capital Advisors Ltd Shaker Heights, Ohio	$82K	+$33.8K	1	0.02%	New
1223	EIP Ellis Investment Partners Berwyn, Pennsylvania	$80K	+$300	2	0.03%	Increased
1224	Seizert Capital Partners Birmingham, Michigan	$80K	-$1.51M	1	0.01%	Reduced
1225	HFM Hartford Financial Management Hartford, Connecticut	$79K	$0	2	0.03%	Maintained