← 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
926	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$209K	+$84.4K	3	0.01%	Increased
927	DCM Dynamic Capital Management St. Helier, Jersey	$208K	-$1.34M	1	0.05%	Reduced
928	OC Oakworth Capital Birmingham, Alabama	$206K	$0	2	0.12%	Maintained
929	PC Passport Capital San Francisco, California	$203K	-$266K	1	0%	Reduced
930	TCOV Trust Company of Vermont Brattleboro, Vermont	$200K	+$5.6K	3	0.03%	Increased
931	MMG Monetary Management Group St Louis, Missouri	$199K	$0	3	0.09%	Maintained
932	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$194K	+$142K	1	0.04%	Increased
933	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$192K	$0	1	0.11%	Maintained
934	GIS Guardian Investor Services New York	$188K	-$11.3K	2	0.15%	Reduced
935	Copeland Capital Management Conshohocken, Pennsylvania	$180K	$0	1	0.02%	Maintained
936	HSA Hussman Strategic Advisors Ellicott City, Maryland	$164K	$0	1	0.01%	Maintained
937	GLI Guardian Life Insurance New York	$151K	-$678	2	0.02%	Reduced
938	Shinko Asset Management Company Tokyo, Japan	$150K	-$3.22K	4	0%	Reduced
939	SSG Summit Securities Group New York	$145K	+$108K	1	0.04%	Increased
940	TA Teton Advisors Rye, New York	$142K	$0	1	0.01%	Maintained
941	MAM Mizuho Asset Management Tokyo, Japan	$138K	+$49.3K	4	0.03%	Increased
942	TDC Thompson Davis & Co Richmond, Virginia	$135K	+$80K	3	0.17%	Increased
943	Avior Wealth Management Omaha, Nebraska	$133K	+$493	1	0.11%	Increased
944	MCF Advisors Covington, Kentucky	$125K	$0	1	0.04%	Maintained
945	FQ First Quadrant Glendale, California	$123K	+$22.4K	4	0%	Increased
946	Benjamin F. Edwards & Company St. Louis, Missouri	$120K	+$87.8K	3	0.03%	Increased
947	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$116K	$0	2	0.08%	Maintained
948	TFO Tarbox Family Office Newport Beach, California	$113K	+$931	3	0.1%	Increased
949	LBG Lloyds Banking Group London, United Kingdom	$111K	-$1.67K	2	0.03%	Reduced
950	Fuller & Thaler Asset Management San Mateo, California	$110K	-$135K	1	0%	Reduced