← 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	LI LRI Investments Palm Beach Gardens, Florida	$197K	-$32.8K	6	0.02%	Reduced
1452	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$190K	-$257K	1	0.08%	Reduced
1453	FFC First Financial Corp Terre Haute, Indiana	$189K	-$18.5K	3	0.09%	Reduced
1454	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$187K	-$1.68K	4	0.08%	Reduced
1455	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$187K	-$7.99K	1	0.04%	Reduced
1456	HWA HHM Wealth Advisors Chattanooga, Tennessee	$186K	+$68.1K	5	0.03%	Increased
1457	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$182K	$0	2	0.06%	Maintained
1458	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$181K	-$27.9K	5	0.08%	Reduced
1459	CCM Campbell Capital Management Miami, Florida	$179K	$0	1	0.1%	Maintained
1460	ICCON Investment Counsel Company of Nevada Las Vegas, Nevada	$179K	$0	1	0.41%	Maintained
1461	Y.D. More Investments Ramat Gan, Israel	$176K	+$58.3K	2	0.02%	Increased
1462	Harbour Investments Madison, Wisconsin	$176K	+$12.1K	11	0.01%	Increased
1463	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$174K	+$194K	1	0.01%	New
1464	WF Wayfinding Financial Lynnwood, Washington	$173K	+$178K	5	0.08%	New
1465	RFA Reyes Financial Architecture San Diego, California	$172K	+$180K	1	0.13%	New
1466	PB Pinnacle Bancorp Beatrice, Nebraska	$171K	+$361	4	0.06%	Increased
1467	Cohen & Steers New York	$171K	-$4.43M	2	0%	Reduced
1468	LCM Legato Capital Management San Francisco, California	$167K	+$155K	1	0.02%	New
1469	Chilton Capital Management Houston, Texas	$162K	+$7.48K	4	0.01%	Increased
1470	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$161K	-$7.7K	1	0.11%	Reduced
1471	Unisphere Establishment Vaduz, Liechtenstein	$160K	+$9	1	0%	Increased
1472	CSB City State Bank Norwalk, Iowa	$154K	+$927	2	0.05%	Increased
1473	TC Trust Company Manhattan, Kansas	$154K	$0	4	0.02%	Maintained
1474	PAM Parvin Asset Management Sioux Falls, South Dakota	$153K	-$32.2K	4	0.17%	Reduced
1475	SSB Sandy Spring Bank Olney, Maryland	$152K	-$21.7K	5	0.01%	Reduced