← 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	ATC Argent Trust Co Nashville, Tennessee	$317K	-$172	1	0.02%	Reduced
1202	Fort Washington Investment Advisors Cincinnati, Ohio	$317K	-$249K	1	0%	Reduced
1203	SSG Summit Securities Group New York	$317K	+$114K	3	0.02%	Increased
1204	YWP YorkBridge Wealth Partners New York	$317K	-$27.3K	1	0.08%	Reduced
1205	DRW Securities Chicago, Illinois	$313K	+$326K	1	0.01%	New
1206	FI Fractal Investments Glastonbury, Connecticut	$313K	+$322K	1	0.08%	New
1207	JIP Jaffetilchin Investment Partners Tampa, Florida	$313K	+$5.67K	1	0.04%	Increased
1208	Mesirow Financial Investment Management Chicago, Illinois	$312K	+$390K	1	1.48%	New
1209	ST Somerset Trust Somerset, Pennsylvania	$312K	$0	1	0.15%	Maintained
1210	PAM Premier Asset Management Chicago, Illinois	$310K	+$326K	1	0.32%	New
1211	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$309K	-$3.41K	1	0.18%	Reduced
1212	TA Teton Advisors Rye, New York	$309K	$0	1	0.07%	Maintained
1213	FF FourThought Financial Venice, Florida	$308K	+$8.25K	9	0.05%	Increased
1214	IWS Insight Wealth Strategies San Ramon, California	$308K	$0	1	0.06%	Maintained
1215	FMAEN1 Fund Management at Engine No 1 San Francisco, California	$307K	-$15.7K	1	0.09%	Reduced
1216	SWP ShoreHaven Wealth Partners Red Bank, New Jersey	$304K	+$318K	1	0.23%	New
1217	Harbour Investments Madison, Wisconsin	$303K	$0	10	0.02%	Maintained
1218	Clearstead Advisors Cleveland, Ohio	$301K	-$34.3K	5	0.03%	Reduced
1219	HC Henshaw Capital Woburn, Massachusetts	$301K	+$31.8K	1	0.02%	Increased
1220	QI Qtron Investments Boston, Massachusetts	$298K	+$311K	1	0.07%	New
1221	Confluence Investment Management St. Louis, Missouri	$297K	-$16.6K	1	0.01%	Reduced
1222	WhitTier Trust Company Reno, Nevada	$296K	-$5.45K	7	0.01%	Reduced
1223	HIA Harbor Investment Advisory Lutherville, Maryland	$295K	-$2.29K	8	0.05%	Reduced
1224	SWM SeaCrest Wealth Management Purchase, New York	$295K	-$375K	1	0.04%	Reduced
1225	WCM Weik Capital Management Wyomissing, Pennsylvania	$294K	$0	1	0.15%	Maintained