← 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
726	ETrade Capital Management Arlington, Virginia	$1.11M	-$848K	2	0.04%	Reduced
727	Boothbay Fund Management New York	$1.1M	+$227K	3	0.16%	Increased
728	SMC S. Muoio & Co New York	$1.09M	$0	1	0.65%	Maintained
729	Level Four Advisory Services Dallas, Texas	$1.09M	+$76.8K	1	0.08%	Increased
730	HCM Horrell Capital Management Little Rock, Arkansas	$1.08M	+$20.3K	1	0.56%	Increased
731	MIA MainStreet Investment Advisors Chicago, Illinois	$1.07M	+$1.01M	1	0.16%	New
732	BAC Boys Arnold & Co Asheville, North Carolina	$1.05M	-$139K	1	0.16%	Reduced
733	Banque Pictet & Cie Geneva 73, Switzerland	$1.05M	$0	1	0.02%	Maintained
734	TCM Teza Capital Management Chicago, Illinois	$1.05M	+$1.01M	2	0.63%	New
735	GCA Gideon Capital Advisors New York	$1.04M	+$401K	3	0.92%	Increased
736	GC Garde Capital Seattle, Washington	$1.04M	+$68.5K	2	0.2%	Increased
737	RP Rowlandmiller & Partners Atlanta, Georgia	$1.04M	+$197K	1	0.41%	Increased
738	NC NewSquare Capital Newtown Square, Pennsylvania	$1.03M	$0	2	0.23%	Maintained
739	Cetera Advisor Networks El Segundo, California	$1.02M	+$56.7K	2	0.04%	Increased
740	GFPC Global Financial Private Capital Sarasota, Florida	$1.02M	+$992K	1	0.03%	New
741	SCA Snowden Capital Advisors New York	$1.02M	+$184K	2	0.15%	Increased
742	CHC City Holding Co Charleston, West Virginia	$1.02M	+$6.24K	2	0.32%	Increased
743	Handelsbanken Fonder Stockholm, Sweden	$1.01M	+$862K	1	0.02%	New
744	E. Ohman J:or Asset Management Stockholm, Sweden	$1M	+$57.8K	3	0.08%	Increased
745	TIA Trust Investment Advisors Indianapolis, Indiana	$1M	-$33K	1	1.11%	Reduced
746	GC Gratry & Company Beachwood, Ohio	$999K	+$944K	1	1.2%	New
747	JWBC J.W. Burns & Co Dewitt, New York	$999K	+$216K	3	0.25%	Increased
748	TCMG TSP Capital Management Group Summit, New Jersey	$993K	-$35.5K	1	0.45%	Reduced
749	Coldstream Capital Management Bellevue, Washington	$987K	+$29.1K	1	0.11%	Increased
750	CC ClearArc Capital Cincinnati, Ohio	$977K	-$19.5K	3	0.13%	Reduced