← 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
851	PineBridge Investments New York	$416K	+$366K	2	0.01%	Increased
852	MMG Monetary Management Group St Louis, Missouri	$406K	-$46.3K	2	0.19%	Reduced
853	MCM Murphy Capital Management Bedminster, New Jersey	$403K	$0	1	0.07%	Maintained
854	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$401K	+$399K	1	0.33%	New
855	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$398K	+$280K	2	0.12%	Increased
856	DY Dowling & Yahnke San Diego, California	$394K	+$396K	1	0.05%	New
857	OA Oxbow Advisors Austin, Texas	$391K	+$10.8K	1	0.06%	Increased
858	WTB Washington Trust Bank Spokane, Washington	$387K	+$389K	4	0.08%	New
859	ACS Archford Capital Strategies Swansea, Illinois	$387K	+$385K	3	0.32%	New
860	CL CPWM LLC Seattle, Washington	$384K	$0	1	0.15%	Maintained
861	IFS Ifrah Financial Services Little Rock, Arkansas	$370K	-$10.2K	1	0.15%	Reduced
862	WSA Wall Street Associates Lajolla, California	$370K	-$36.1K	1	0.03%	Reduced
863	AAM Azzad Asset Management Falls Church, Virginia	$369K	+$21.8K	1	0.24%	Increased
864	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$369K	$0	1	0.48%	Maintained
865	HC Hourglass Capital Houston, Texas	$368K	$0	1	0.06%	Maintained
866	AFG Albion Financial Group Salt Lake City, Utah	$365K	$0	1	0.07%	Maintained
867	One Capital Management Westlake Village, California	$365K	+$367K	1	0.14%	New
868	MC Moors & Cabot Boston, Massachusetts	$363K	+$361K	1	0.09%	New
869	WA WFG Advisors Dallas, Texas	$362K	-$121K	6	0.07%	Reduced
870	PPCM Pillar Pacific Capital Management Pacifica, California	$361K	$0	1	0.07%	Maintained
871	EWM Elite Wealth Management Kirkland, Washington	$355K	-$48.3K	1	0.29%	Reduced
872	Choate Investment Advisors Boston, Massachusetts	$354K	+$2.3K	1	0.02%	Increased
873	DD Dominick & Dominick New York	$351K	-$166K	1	0.17%	Reduced
874	JCP Jabre Capital Partners Geneva, Switzerland	$349K	+$403K	1	0.03%	New
875	Quantbot Technologies New York	$349K	-$397K	4	0.08%	Reduced