← 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	GLI Guardian Life Insurance New York	$174K	+$48.4K	2	0.02%	Increased
952	TA Teton Advisors Rye, New York	$174K	$0	1	0.01%	Maintained
953	TDC Thompson Davis & Co Richmond, Virginia	$171K	+$126K	4	0.24%	Increased
954	TC TradeLink Capital Chicago, Illinois	$163K	-$350K	1	0.4%	Reduced
955	Chicago Partners Investment Group Chicago, Illinois	$162K	$0	1	0.09%	Maintained
956	Avior Wealth Management Omaha, Nebraska	$161K	-$11.7K	1	0.09%	Reduced
957	PSC Piper Sandler & Co Minneapolis, Minnesota	$160K	+$134K	1	0.17%	New
958	Capital Analysts LLC Fort Washington, Pennsylvania	$152K	-$2.44M	1	0.03%	Reduced
959	RAM RWC Asset Management London, United Kingdom	$147K	-$11.7K	1	0.01%	Reduced
960	SignatureFD Atlanta, Georgia	$134K	+$120K	4	0.03%	Increased
961	TFO Tarbox Family Office Newport Beach, California	$130K	$0	3	0.12%	Maintained
962	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$124K	+$38.8K	1	0.02%	Increased
963	PCM Prentice Capital Management Greenwich, Connecticut	$122K	-$127K	1	0.47%	Reduced
964	PO Private Ocean San Rafael, California	$122K	$0	1	0.09%	Maintained
965	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$121K	$0	1	0.11%	Maintained
966	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$119K	-$32.4K	1	0.04%	Reduced
967	TC Trust Company Manhattan, Kansas	$101K	+$22.8K	2	0.06%	Increased
968	TCI Wealth Advisors Tucson, Arizona	$96K	+$3.19K	3	0.06%	Increased
969	TF Tompkins Financial Ithaca, New York	$94K	$0	2	0.03%	Maintained
970	DBT Dubuque Bank & Trust Dubuque, Iowa	$89K	-$18K	1	0.02%	Reduced
971	KT Kanaly Trust Houston, Texas	$88K	-$8.46K	3	0.02%	Reduced
972	Global X Management Company New York	$84K	+$55.3K	3	0.01%	Increased
973	NFG Next Financial Group Houston, Texas	$84K	$0	4	0.03%	Maintained
974	FCCM First City Capital Management Savannah, Georgia	$83K	$0	1	0.06%	Maintained
975	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$81K	$0	2	0.11%	Maintained