← 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	MBT Monroe Bank & Trust Monroe, Michigan	$260K	$0	1	0.09%	Maintained
952	Quadrant Capital Group Cincinnati, Ohio	$259K	+$4.56K	5	0.18%	Increased
953	EFS Essex Financial Services Essex, Connecticut	$258K	-$10.6K	1	0.06%	Reduced
954	PPCM Pillar Pacific Capital Management Pacifica, California	$254K	$0	1	0.04%	Maintained
955	BCM Birmingham Capital Management Birmingham, Alabama	$253K	$0	1	0.11%	Maintained
956	Clifford Swan Investment Counsel Pasadena, California	$252K	$0	1	0.02%	Maintained
957	Homrich & Berg Atlanta, Georgia	$250K	-$63.9K	1	0.02%	Reduced
958	CT Coastline Trust Providence, Rhode Island	$249K	+$21.9K	1	0.05%	Increased
959	TC Telemus Capital Southfield, Michigan	$248K	+$18.5K	1	0.03%	Increased
960	Magnetar Financial Evanston, Illinois	$247K	+$242K	1	0%	New
961	Caprock Group Boise, Idaho	$246K	-$5.03K	1	0.06%	Reduced
962	DSC Duncker Streett & Co St. Louis, Missouri	$245K	$0	3	0.09%	Maintained
963	NPC National Planning Corporation El Segundo, California	$242K	+$237K	1	0.02%	New
964	KA Kovack Advisors Ft. Lauderdale, Florida	$241K	-$428	1	0.13%	Reduced
965	RWM Raffa Wealth Management Washington, District of Columbia	$238K	$0	2	0.13%	Maintained
966	JT Jump Trading Chicago, Illinois	$238K	+$228K	1	0.01%	New
967	Schonfeld Strategic Advisors New York	$238K	-$766K	1	0.05%	Reduced
968	TCOV Trust Company of Vermont Brattleboro, Vermont	$235K	+$5.89K	3	0.03%	Increased
969	GL Globe Life Mckinney, Texas	$233K	$0	1	0.19%	Maintained
970	WIS Wright Investors Service Shelton, Connecticut	$233K	+$217K	1	0.1%	New
971	HCMNY Howard Capital Management (New York) New York	$232K	$0	1	0.04%	Maintained
972	MCF Advisors Covington, Kentucky	$232K	+$1.39K	2	0.06%	Increased
973	MMG Monetary Management Group St Louis, Missouri	$232K	+$640	2	0.11%	Increased
974	AMG Advisors Management Group La Crosse, Wisconsin	$231K	-$4.03K	1	0.16%	Reduced
975	CA Cambridge Advisors Omaha, Nebraska	$230K	+$36	1	0.11%	Increased