← 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
901	PRC Platte River Capital Denver, Colorado	$273K	+$259K	1	0.1%	New
902	TC TradeLink Capital Chicago, Illinois	$273K	-$216K	1	0.36%	Reduced
903	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$271K	+$201K	1	0.64%	Increased
904	GCIA Gabelli & Co Investment Advisers Rye, New York	$265K	$0	1	0.04%	Maintained
905	JC Jacobs & Co San Francisco, California	$264K	-$35.2K	1	0.07%	Reduced
906	DI Diligent Investors Redlands, California	$262K	+$253K	1	0.27%	New
907	Clifford Swan Investment Counsel Pasadena, California	$261K	$0	1	0.02%	Maintained
908	SCA Stonebridge Capital Advisors St Paul, Minnesota	$261K	$0	1	0.11%	Maintained
909	Fuller & Thaler Asset Management San Mateo, California	$259K	+$141K	2	0.01%	Increased
910	EPM Equitec Proprietary Markets Chicago, Illinois	$257K	+$252K	2	0.01%	New
911	Becker Capital Management Portland, Oregon	$253K	$0	1	0.01%	Maintained
912	Simplex Trading Chicago, Illinois	$253K	+$249K	5	0.03%	New
913	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$250K	+$243K	1	0.07%	New
914	RIL Rothschild Investment LLC Chicago, Illinois	$249K	-$5.28K	1	0.03%	Reduced
915	CBU CIBC Bank USA Chicago, Illinois	$246K	$0	1	0.04%	Maintained
916	HCM Hodges Capital Management Dallas, Texas	$245K	-$700K	1	0.01%	Reduced
917	TI Telemetry Investments New York	$244K	+$264K	1	0.15%	New
918	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$243K	-$9.01K	1	0.24%	Reduced
919	FineMark National Bank & Trust Fort Myers, Florida	$241K	+$105	5	0.04%	Increased
920	FFC First Financial Corp Terre Haute, Indiana	$241K	-$52.7K	1	0.12%	Reduced
921	HVIA Hudson Valley Investment Advisors Goshen, New York	$241K	-$24.6K	1	0.1%	Reduced
922	ACM Americafirst Capital Management Roseville, California	$239K	-$1.63M	1	0.12%	Reduced
923	CPO Cerity Partners OCIO New York	$239K	+$232K	1	0.03%	New
924	MMG Monetary Management Group St Louis, Missouri	$238K	+$16.6K	3	0.11%	Increased
925	QI Quotient Investors New York	$238K	-$84.1K	1	0.05%	Reduced