← 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
876	MMG Monetary Management Group St Louis, Missouri	$304K	+$41.6K	3	0.13%	Increased
877	RWM Raffa Wealth Management Washington, District of Columbia	$304K	-$77.9K	2	0.18%	Reduced
878	JC Jacobs & Co San Francisco, California	$303K	+$35.4K	1	0.08%	Increased
879	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$297K	+$8.54K	2	0.14%	Increased
880	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$287K	+$3.4K	2	0.12%	Increased
881	BCM Bluefin Capital Management New York	$286K	-$1.24M	1	0.03%	Reduced
882	GCIA Gabelli & Co Investment Advisers Rye, New York	$284K	$0	1	0.05%	Maintained
883	SFM Signet Financial Management Parsippany, New Jersey	$282K	$0	1	0.08%	Maintained
884	YMRC Yorktown Management & Research Company Forest, Virginia	$282K	-$236K	1	0.05%	Reduced
885	First Horizon Advisors Memphis, Tennessee	$281K	-$10.1K	2	0.04%	Reduced
886	SCP Sandhill Capital Partners Buffalo, New York	$281K	+$3.91K	1	0.1%	Increased
887	SSB Sandy Spring Bank Olney, Maryland	$281K	+$169K	3	0.03%	Increased
888	RCM Reynolds Capital Management Las Vegas, Nevada	$280K	+$253K	1	0.24%	New
889	FineMark National Bank & Trust Fort Myers, Florida	$279K	+$24.9K	6	0.04%	Increased
890	Aristotle Capital Management Los Angeles, California	$278K	$0	1	0%	Maintained
891	Trillium Asset Management Boston, Massachusetts	$278K	-$90.3K	1	0.02%	Reduced
892	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$277K	-$283K	1	0.07%	Reduced
893	DCM DAFNA Capital Management Los Angeles, California	$276K	-$29.9K	1	0.21%	Reduced
894	Wedbush Securities Los Angeles, California	$276K	-$305K	1	0.05%	Reduced
895	CT Coastline Trust Providence, Rhode Island	$275K	+$260K	1	0.06%	New
896	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$275K	-$174K	3	0.06%	Reduced
897	Trexquant Investment Stamford, Connecticut	$273K	-$1.73M	1	0.03%	Reduced
898	HCM Hodges Capital Management Dallas, Texas	$271K	-$7.6K	1	0.01%	Reduced
899	MAM Mizuho Asset Management Tokyo, Japan	$270K	+$98.7K	3	0.07%	Increased
900	SCM Stellar Capital Management Phoenix, Arizona	$270K	-$32.5K	1	0.26%	Reduced