← 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
1226	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$256K	-$3.93K	1	0.03%	Reduced
1227	F F3Logic Burnsville, Minnesota	$254K	-$78.1K	1	0.03%	Reduced
1228	FA Fiducient Advisors Chicago, Illinois	$254K	-$27.3K	1	0.08%	Reduced
1229	Magnetar Financial Evanston, Illinois	$253K	-$20.2M	1	0%	Reduced
1230	TWM Tradition Wealth Management Edina, Minnesota	$253K	+$31.3K	5	0.04%	Increased
1231	CIC Chase Investment Counsel Charlottesville, Virginia	$251K	-$274K	1	0.11%	Reduced
1232	Dynamic Advisor Solutions Phoenix, Arizona	$251K	$0	1	0.02%	Maintained
1233	OC Oakworth Capital Birmingham, Alabama	$250K	+$20.5K	3	0.02%	Increased
1234	Burgundy Asset Management Toronto, Ontario, Canada	$247K	$0	1	0%	Maintained
1235	IFS Ifrah Financial Services Little Rock, Arkansas	$247K	-$246	1	0.07%	Reduced
1236	Evercore Wealth Management New York	$246K	$0	1	0%	Maintained
1237	AIM Arcadia Investment Management Kalamazoo, Michigan	$245K	+$255K	1	0.05%	Increased
1238	Jones Financial Companies Des Peres, Missouri	$245K	-$17.6K	2	0%	Reduced
1239	PM Parametrica Management Wanchai, Hong Kong	$245K	+$313K	1	0.18%	New
1240	CS Comerica Securities Detroit, Michigan	$244K	-$5.47K	1	0.02%	Reduced
1241	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$243K	+$104K	1	0.1%	Increased
1242	SA SL Advisors Westfield, New Jersey	$243K	-$236K	1	0.61%	Reduced
1243	Gofen & Glossberg Chicago, Illinois	$242K	$0	1	0.01%	Maintained
1244	BMC Benin Management Corp Wilton, Connecticut	$240K	+$285K	1	0.08%	New
1245	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$238K	+$170K	1	0.03%	Increased
1246	Krilogy Financial St. Louis, Missouri	$238K	+$246	1	0.02%	Increased
1247	SCM Schnieders Capital Management Pasadena, California	$238K	-$8.46K	1	0.06%	Reduced
1248	SB Simmons Bank Pine Bluff, Arkansas	$238K	$0	1	0.02%	Maintained
1249	Busey Bank Urbana, Illinois	$237K	$0	1	0.01%	Maintained
1250	IIC Ironwood Investment Counsel Scottsdale, Arizona	$237K	+$273	1	0.06%	Increased