← 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
1501	SXL Summit X LLC Chesterfield, Missouri	$118K	+$138K	1	0.02%	New
1502	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$116K	$0	1	0.07%	Maintained
1503	HFM Hartford Financial Management Hartford, Connecticut	$113K	$0	3	0.02%	Maintained
1504	AIM Arcadia Investment Management Kalamazoo, Michigan	$112K	$0	2	0.02%	Maintained
1505	PC Promus Capital Chicago, Illinois	$112K	-$1.87K	1	0.08%	Reduced
1506	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$111K	$0	2	0.04%	Maintained
1507	WN Williams & Novak Westlake Village, California	$107K	+$125K	1	0.1%	New
1508	SM Skaana Management Brooklyn, New York	$106K	-$240K	1	0.04%	Reduced
1509	UHC Union Heritage Capital Bloomfield Hills, Michigan	$105K	$0	1	0.04%	Maintained
1510	MM MQS Management New York	$105K	+$86.2K	1	0.06%	New
1511	FC FORA Capital Miami, Florida	$103K	-$813K	1	0.01%	Reduced
1512	SNB Security National Bank Omaha, Nebraska	$103K	$0	3	0.02%	Maintained
1513	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$103K	$0	1	0%	Maintained
1514	BMC Benin Management Corp Wilton, Connecticut	$99.8K	-$85.6K	1	0.03%	Reduced
1515	ECM Estabrook Capital Management New York	$99.4K	$0	1	0.02%	Maintained
1516	DAM Delta Asset Management Memphis, Tennessee	$98.9K	-$240	4	0.01%	Reduced
1517	BGAI Bruce G. Allen Investments Denver, Colorado	$95.6K	-$6.91K	7	0.08%	Reduced
1518	KI Kapitalo Investimentos Sao Paulo, Brazil	$94.8K	-$55K	1	0.02%	Reduced
1519	TWD True Wealth Design Akron, Ohio	$92.7K	-$120K	15	0.04%	Reduced
1520	TC Tacita Capital Toronto, Ontario, Canada	$91.8K	-$102K	1	0.07%	Reduced
1521	KTC Kentucky Trust Company Danville, Kentucky	$91.5K	$0	2	0.05%	Maintained
1522	Bartlett & Co Wealth Management Cincinnati, Ohio	$90.6K	+$233	6	0%	Increased
1523	MAM Meeder Asset Management Dublin, Ohio	$90.2K	-$3.08K	3	0.01%	Reduced
1524	SM Sabby Management Miami Beach, Florida	$89.5K	+$120K	1	0.26%	New
1525	FC Farringdon Capital London, United Kingdom	$89.1K	-$1.12M	1	0.04%	Reduced