← 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
951	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$109K	+$134K	1	0.22%	New
952	MCM Marathon Capital Management Hunt Valley, Maryland	$108K	-$8.69K	1	0.1%	Reduced
953	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$101K	$0	1	0.02%	Maintained
954	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$99K	$0	1	0.08%	Maintained
955	PO Private Ocean San Rafael, California	$99K	$0	1	0.07%	Maintained
956	PIA Peachtree Investment Advisors Atlanta, Georgia	$94K	+$92.7K	2	0.06%	New
957	SSB Sandy Spring Bank Olney, Maryland	$93K	+$14.6K	2	0.01%	Increased
958	GSC Ground Swell Capital Folly Beach, South Carolina	$92K	+$44.3K	6	0.17%	Increased
959	DBT Dubuque Bank & Trust Dubuque, Iowa	$89K	-$264K	1	0.01%	Reduced
960	TF Tompkins Financial Ithaca, New York	$86K	+$3.25K	2	0.02%	Increased
961	Twin Tree Management Dallas, Texas	$83K	-$285K	2	0%	Reduced
962	WEC Winslow Evans & Crocker Boston, Massachusetts	$82.5K	+$11.7K	6	0.02%	Increased
963	BAM Barrett Asset Management New York	$82K	$0	2	0.01%	Maintained
964	NES New England Securities New York	$80K	+$2.3K	5	0.03%	Increased
965	Hillsdale Investment Management Toronto, Ontario, Canada	$73K	-$246K	2	0.02%	Reduced
966	TCI Wealth Advisors Tucson, Arizona	$67K	$0	1	0.04%	Maintained
967	RNS Robert N. Shapiro	$60K	+$54.7K	3	0.01%	Increased
968	FCCM First City Capital Management Savannah, Georgia	$56.3K	-$15.8K	3	0.04%	Reduced
969	CFSG Community Financial Services Group Newport, Vermont	$52K	-$114	1	0.03%	Reduced
970	Bartlett & Co Cincinnati, Ohio	$51K	$0	1	0%	Maintained
971	HFM Hartford Financial Management Hartford, Connecticut	$51K	$0	2	0.03%	Maintained
972	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$43K	$0	1	0.02%	Maintained
973	CAM CMT Asset Management Chicago, Illinois	$41K	-$403K	1	0%	Reduced
974	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$41K	-$2.35K	5	0.03%	Reduced
975	O'Shaughnessy Asset Management Stamford, Connecticut	$38K	+$17.1K	3	0%	Increased