← 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
1451	CF Centaurus Financial Anaheim, California	$160K	-$41.8K	1	0.01%	Reduced
1452	ME McIlrath & Eck Arlington, Washington	$158K	-$2.45K	5	0.02%	Reduced
1453	TC Truvestments Capital Sarasota, Florida	$154K	-$240K	4	0.04%	Reduced
1454	Chilton Capital Management Houston, Texas	$153K	-$40.7K	5	0.01%	Reduced
1455	SS Sunbelt Securities Houston, Texas	$151K	+$5.06K	8	0.01%	Increased
1456	TCOV Trust Company of Vermont Brattleboro, Vermont	$146K	-$29K	6	0.01%	Reduced
1457	MCF Advisors Covington, Kentucky	$141K	-$26.3K	5	0.01%	Reduced
1458	Larson Financial Group St Louis, Missouri	$140K	+$108K	12	0.01%	Increased
1459	AFWM Abich Financial Wealth Management Ashburn, Virginia	$128K	+$119K	3	0.29%	Increased
1460	PPC Park Place Capital Homewood, Alabama	$127K	-$337K	2	0.04%	Reduced
1461	RTC Riverview Trust Company Vancouver, Washington	$124K	+$36.1K	4	0.11%	Increased
1462	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$124K	+$89.4K	2	0.04%	Increased
1463	DAM Delta Asset Management Memphis, Tennessee	$124K	$0	4	0.01%	Maintained
1464	Y.D. More Investments Ramat Gan, Israel	$124K	+$3.99K	1	0.01%	Increased
1465	AA Alta Advisers London, United Kingdom	$122K	-$59.7K	1	0.06%	Reduced
1466	HFM Hartford Financial Management Hartford, Connecticut	$122K	+$5.1K	3	0.02%	Increased
1467	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$121K	-$479K	6	0.02%	Reduced
1468	Bartlett & Co Wealth Management Cincinnati, Ohio	$120K	-$635K	5	0%	Reduced
1469	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$120K	+$1.29K	3	0.07%	Increased
1470	DC Diametric Capital Boston, Massachusetts	$119K	-$242K	1	0.06%	Reduced
1471	TF Tompkins Financial Ithaca, New York	$118K	+$4.49K	4	0.01%	Increased
1472	AP Atwood & Palmer Kansas City, Missouri	$116K	$0	3	0.01%	Maintained
1473	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$110K	-$35.7K	1	0%	Reduced
1474	M Mirova Paris, France	$106K	-$821K	1	0.02%	Reduced
1475	OA Operose Advisors Milwaukee, Wisconsin	$105K	+$81.4K	2	0.03%	Increased