← 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	PC Prairiewood Capital Fargo, North Dakota	$876K	+$789K	1	0.89%	New
902	APA American Portfolios Advisors Holbrook, New York	$869K	+$9.54K	10	0.04%	Increased
903	SWRP Summit Wealth & Retirement Planning San Ramon, California	$864K	+$778K	1	0.33%	New
904	SCA Snowden Capital Advisors New York	$863K	+$303K	2	0.06%	Increased
905	WP WealthSource Partners San Luis Obispo, California	$859K	-$65.8K	1	0.1%	Reduced
906	MFS Mirabella Financial Services London, United Kingdom	$853K	+$210K	1	0.11%	Increased
907	Farmers & Merchants Investments Inc Lincoln, Nebraska	$848K	+$834	5	0.04%	Increased
908	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$848K	-$186K	1	0.21%	Reduced
909	BOTW Bank of the West Monterey Park, California	$843K	+$139K	1	0.1%	Increased
910	Dana Investment Advisors Waukesha, Wisconsin	$842K	+$5.78K	2	0.04%	Increased
911	ED Exane Derivatives Paris, France	$841K	+$151K	3	0.25%	Increased
912	AO Advisor OS Chicago, Illinois	$833K	+$321K	1	0.22%	Increased
913	ANRIA American National Registered Investment Advisor Galveston, Texas	$832K	$0	2	0.33%	Maintained
914	SMC S. Muoio & Co New York	$820K	$0	1	0.89%	Maintained
915	ICM Intrepid Capital Management Jacksonville Beach, Florida	$818K	-$52K	1	0.41%	Reduced
916	CCP Clarkston Capital Partners Rochester, Michigan	$816K	$0	1	0.02%	Maintained
917	CS Comerica Securities Detroit, Michigan	$815K	+$195K	2	0.07%	Increased
918	SCM Silvant Capital Management Atlanta, Georgia	$813K	$0	1	0.14%	Maintained
919	Bailard Foster City, California	$809K	+$290K	2	0.04%	Increased
920	FIM Fernwood Investment Management Quincy, Massachusetts	$807K	$0	1	0.32%	Maintained
921	WI WBI Investments Red Bank, New Jersey	$804K	+$804K	1	0.12%	New
922	IC Intersect Capital San Ramon, California	$801K	+$46.5K	2	0.18%	Increased
923	FI FormulaFolio Investments Grand Rapids, Michigan	$797K	-$12.8K	2	0.02%	Reduced
924	Capstone Investment Advisors New York	$794K	+$710K	2	0%	New
925	WSCM Wellington Shields Capital Management New York	$789K	+$789K	1	0.11%	New