← 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
1276	APG Abacus Planning Group Columbia, South Carolina	$220K	$0	1	0.07%	Maintained
1277	Tocqueville Asset Management New York	$220K	+$3.71K	1	0%	Increased
1278	FBT First Bank & Trust Brookings, South Dakota	$219K	-$30.9K	2	0.11%	Reduced
1279	PCM Pinz Capital Management New York	$219K	+$90.5K	3	0.07%	Increased
1280	Stratos Wealth Partners Beachwood, Ohio	$219K	+$2.5K	1	0.01%	Increased
1281	FBFS First Business Financial Services Madison, Wisconsin	$216K	+$184K	1	0.03%	New
1282	ACS Archford Capital Strategies Swansea, Illinois	$214K	+$182K	1	0.05%	New
1283	LIM Longfellow Investment Management Boston, Massachusetts	$214K	-$147K	2	0.03%	Reduced
1284	CCT Country Club Trust Kansas City, Missouri	$212K	+$220K	1	0.02%	New
1285	RG Renaissance Group Covington, Kentucky	$212K	-$43.1K	1	0.01%	Reduced
1286	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$212K	+$203K	1	0.02%	New
1287	BFIM Beese Fulmer Investment Management Canton, Ohio	$211K	+$207K	1	0.02%	New
1288	IA Inspire Advisors Meridian, Idaho	$211K	+$199K	1	0.07%	New
1289	Smithfield Trust Pittsburgh, Pennsylvania	$210K	+$113	6	0.01%	Increased
1290	FSC Full Sail Capital Oklahoma City, Oklahoma	$207K	$0	1	0.02%	Maintained
1291	Heritage Investors Management Corp Bethesda, Maryland	$207K	$0	1	0.01%	Maintained
1292	JWCA J.W. Cole Advisors Tampa, Florida	$206K	+$211K	1	0.02%	New
1293	FSA Franklin Street Advisors Chapel Hill, North Carolina	$205K	+$197K	1	0.02%	New
1294	LOAMU Lombard Odier Asset Management (USA) New York	$205K	-$4.6M	1	0.01%	Reduced
1295	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$204K	+$205K	2	0.05%	New
1296	MHR Matthew Hamilton Rosenberg	$203K	$0	2	0.11%	Maintained
1297	CWM Chicago Wealth Management Chicago, Illinois	$202K	+$201K	1	0.15%	New
1298	FHA Flagship Harbor Advisors Boston, Massachusetts	$202K	+$192K	1	0.02%	New
1299	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$202K	+$199K	1	0.08%	New
1300	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$201K	+$193K	1	0.08%	New