← 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	JT Jump Trading Chicago, Illinois	$653K	+$634K	2	0.05%	New
877	Caprock Group Boise, Idaho	$651K	+$234K	2	0.14%	Increased
878	MML Investors Services Springfield, Massachusetts	$651K	+$59.1K	2	0.01%	Increased
879	HC Hourglass Capital Houston, Texas	$647K	$0	2	0.16%	Maintained
880	AGA Accuvest Global Advisors Provo, Utah	$643K	+$670K	1	0.25%	New
881	ACA Atlas Capital Advisors Jackson, Wyoming	$641K	-$191K	2	0.23%	Reduced
882	EVC Eidelman Virant Capital Saint Louis, Missouri	$639K	-$840K	1	0.39%	Reduced
883	BFIM Beese Fulmer Investment Management Canton, Ohio	$638K	-$55.8K	1	0.13%	Reduced
884	VCA Verdence Capital Advisors Hunt Valley, Maryland	$635K	-$53.8K	1	0.15%	Reduced
885	CCG Ceeto Capital Group Coral Gables, Florida	$625K	$0	1	0.47%	Maintained
886	Fidelity International Hamilton, Bermuda	$625K	-$9.77M	1	0%	Reduced
887	Farmers & Merchants Investments Inc Lincoln, Nebraska	$622K	-$2.04K	5	0.05%	Reduced
888	SOAMC Spirit of America Management Corp Syosset, New York	$618K	$0	2	0.08%	Maintained
889	SA SL Advisors Westfield, New Jersey	$617K	-$249K	2	1.38%	Reduced
890	PMG ProVise Management Group Clearwater, Florida	$612K	+$597K	1	0.05%	New
891	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$610K	-$600K	1	0.29%	Reduced
892	Geneos Wealth Management Englewood, Colorado	$605K	+$16.3K	6	0.05%	Increased
893	KA Kovack Advisors Ft. Lauderdale, Florida	$600K	+$371K	2	0.17%	Increased
894	AIC AWM Investment Company New York	$597K	+$461K	1	0.1%	New
895	RA Rational Advisors Huntington, New York	$597K	+$108K	2	0.28%	Increased
896	Summit Trail Advisors New York	$593K	+$559K	2	0.21%	New
897	E. Ohman J:or Asset Management Stockholm, Sweden	$590K	-$467K	1	0.04%	Reduced
898	Cetera Advisors Denver, Colorado	$589K	+$239K	2	0.03%	Increased
899	SCM Stonebridge Capital Management Los Angeles, California	$589K	-$18.6K	1	0.21%	Reduced
900	GC Gruss & Co West Palm Beach, Florida	$587K	+$16.2K	1	0.6%	Increased