← 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	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$432K	$0	1	0.12%	Maintained
952	Dai-ichi Life Insurance Company Tokyo, Japan	$431K	$0	2	0.01%	Maintained
953	AMG Asset Management Group Stamford, Connecticut	$430K	$0	1	0.15%	Maintained
954	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$429K	$0	1	0.06%	Maintained
955	SignatureFD Atlanta, Georgia	$426K	+$32K	9	0.05%	Increased
956	DP Dearborn Partners Chicago, Illinois	$425K	$0	1	0.03%	Maintained
957	RAM Redmond Asset Management Henrico, Virginia	$421K	$0	1	0.18%	Maintained
958	CAM Chesapeake Asset Management New York	$420K	+$11.6K	1	0.49%	Increased
959	UFF USA Financial Formulas Ada, Michigan	$420K	-$1.1K	2	0.1%	Reduced
960	Covington Capital Management Los Angeles, California	$419K	$0	2	0.03%	Maintained
961	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$418K	+$273K	2	0.06%	Increased
962	QOP Quinn Opportunity Partners Charlottesville, Virginia	$417K	$0	1	0.06%	Maintained
963	PTC Private Trust Company Cleveland, Ohio	$416K	-$633	1	0.09%	Reduced
964	II Ibex Investors Denver, Colorado	$414K	-$418K	1	0.23%	Reduced
965	MFG Monte Financial Group Guilford, Connecticut	$414K	-$49.3K	1	0.42%	Reduced
966	Aristotle Atlantic Partners Sarasota, Florida	$409K	+$69.1K	1	0.14%	Increased
967	Heritage Investors Management Corp Bethesda, Maryland	$406K	$0	1	0.02%	Maintained
968	BOS Bingham Osborn & Scarborough San Francisco, California	$404K	-$1.03M	1	0.04%	Reduced
969	BW Biegel & Waller Columbia, Maryland	$403K	$0	1	0.25%	Maintained
970	FWM Frontier Wealth Management Kansas City, Missouri	$403K	$0	1	0.06%	Maintained
971	SB Simmons Bank Pine Bluff, Arkansas	$398K	+$36.3K	1	0.04%	Increased
972	CC Courier Capital Buffalo, New York	$397K	-$3.72K	1	0.05%	Reduced
973	WEC Winslow Evans & Crocker Boston, Massachusetts	$394K	-$5.22K	5	0.12%	Reduced
974	BCM Bluefin Capital Management New York	$391K	-$2.32M	1	0.03%	Reduced
975	AssetMark Inc Concord, California	$387K	+$199K	7	0%	Increased