← 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
826	FSC Fiduciary Services Corp Savannah, Georgia	$442K	+$457K	1	0.2%	New
827	WRM Westport Resources Management Westport, Connecticut	$438K	+$431K	4	0.15%	New
828	CL CPWM LLC Seattle, Washington	$436K	+$434K	1	0.18%	New
829	HC Hourglass Capital Houston, Texas	$432K	+$430K	1	0.08%	New
830	CIA Covington Investment Advisors Ligonier, Pennsylvania	$430K	+$428K	1	0.3%	New
831	ICOA Investment Centers of America Bismarck, North Dakota	$424K	+$426K	1	0.12%	New
832	FBT First Bankers Trust Louisville, Kentucky	$418K	+$411K	1	0.23%	New
833	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$416K	+$408K	1	0.07%	New
834	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$414K	+$412K	1	0.04%	New
835	AAM Azzad Asset Management Falls Church, Virginia	$412K	+$252K	1	0.35%	New
836	MVP Miller Value Partners Sarasota, Florida	$407K	+$383K	1	0.03%	New
837	Klingenstein Fields & Co New York	$399K	+$412K	1	0.01%	New
838	MWR McAdams Wright Ragen Seattle, Washington	$398K	+$396K	1	0.03%	New
839	Synovus Financial Columbus, Georgia	$396K	+$394K	1	0.01%	New
840	Hudson Bay Capital Management Stamford, Connecticut	$393K	+$371K	1	0.02%	New
841	MCM Marathon Capital Management Hunt Valley, Maryland	$392K	+$435K	1	0.33%	New
842	Amalgamated Bank New York	$390K	+$388K	1	0.14%	New
843	WIS Wright Investors Service Shelton, Connecticut	$390K	+$410K	1	0.18%	New
844	PPCM Pillar Pacific Capital Management Pacifica, California	$387K	+$407K	1	0.09%	New
845	PWPCM Perella Weinberg Partners Capital Management New York	$384K	+$362K	1	0.03%	New
846	MCM Murphy Capital Management Bedminster, New Jersey	$381K	+$395K	1	0.08%	New
847	Wedbush Securities Los Angeles, California	$381K	+$379K	1	0.1%	New
848	CC Cadinha & Co Honolulu, Hawaii	$376K	+$374K	1	0.09%	New
849	NIM NuWave Investment Management Parsippany, New Jersey	$376K	+$374K	1	0.41%	New
850	TCM Texan Capital Management Houston, Texas	$372K	+$370K	1	0.18%	New