← 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
976	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$126K	$0	1	0.11%	Maintained
977	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$126K	$0	1	0.05%	Maintained
978	PO Private Ocean San Rafael, California	$126K	$0	1	0.09%	Maintained
979	RCM Rotella Capital Management Bellevue, Washington	$123K	-$525K	1	0.11%	Reduced
980	Global X Management Company New York	$114K	+$29.7K	4	0.01%	Increased
981	NFG Next Financial Group Houston, Texas	$109K	+$24.6K	5	0.04%	Increased
982	First Horizon Advisors Memphis, Tennessee	$108K	-$113K	2	0.02%	Reduced
983	Twin Tree Management Dallas, Texas	$106K	-$178K	2	0%	Reduced
984	SBA Seven Bridges Advisors New York	$101K	+$106K	1	0.1%	New
985	TC Trust Company Manhattan, Kansas	$98.7K	-$4.86K	3	0.05%	Reduced
986	SOAMC Spirit of America Management Corp Syosset, New York	$97K	+$94.4K	1	0.02%	New
987	TCI Wealth Advisors Tucson, Arizona	$94K	-$4.47K	2	0.05%	Reduced
988	PFS Physicians Financial Services Raleigh, North Carolina	$93K	+$90.3K	1	0.09%	New
989	TF Tompkins Financial Ithaca, New York	$93K	$0	2	0.03%	Maintained
990	DBT Dubuque Bank & Trust Dubuque, Iowa	$92K	$0	1	0.02%	Maintained
991	AIA Allegis Investment Advisors Idaho Falls, Idaho	$90K	+$90.8K	3	0.05%	New
992	Tower Research Capital (TRC) New York	$89K	-$343K	9	0.01%	Reduced
993	AFP Ausdal Financial Partners Davenport, Iowa	$87K	+$85.5K	2	0.04%	New
994	FCCM First City Capital Management Savannah, Georgia	$86.4K	$0	1	0.06%	Maintained
995	SIM Sonora Investment Management Tucson, Arizona	$86K	+$8.58K	3	0.02%	Increased
996	VCM Versant Capital Management Phoenix, Arizona	$86K	+$89.3K	7	0.05%	New
997	BAM Barrett Asset Management New York	$85K	$0	2	0.01%	Maintained
998	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$84K	+$82.1K	1	0.1%	New
999	KCPG Kavar Capital Partners Group Leawood, Kansas	$79K	$0	1	0.05%	Maintained
1000	KT Kanaly Trust Houston, Texas	$68K	-$19.6K	3	0.01%	Reduced