← 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	PAM PartnerRe Asset Management Greenwich, Connecticut	$213K	$0	2	0.11%	Maintained
977	Farmers & Merchants Investments Inc Lincoln, Nebraska	$212K	-$5.01K	3	0.02%	Reduced
978	Zacks Investment Management Chicago, Illinois	$211K	+$197K	1	0.01%	New
979	SOAMC Spirit of America Management Corp Syosset, New York	$210K	+$100K	1	0.04%	Increased
980	CBA Coastal Bridge Advisors Westport, Connecticut	$208K	+$200K	1	0.15%	New
981	LH Lebenthal Holdings New York	$206K	+$198K	1	0.04%	New
982	SM Sabby Management Miami Beach, Florida	$206K	$0	1	0.01%	Maintained
983	HH Hilltop Holdings Dallas, Texas	$205K	+$188K	1	0.06%	New
984	PC Palo Capital Newport Beach, California	$205K	-$618K	1	0.16%	Reduced
985	EMG Ellington Management Group Old Greenwich, Connecticut	$203K	-$1.61M	1	0.09%	Reduced
986	KS Karpas Strategies Litchfield, Connecticut	$203K	+$190K	1	0.11%	New
987	MBT Montecito Bank & Trust Santa Barbara, California	$202K	+$189K	1	0.09%	New
988	BT Beacon Trust Morristown, New Jersey	$201K	+$188K	1	0.03%	New
989	KIC Keating Investment Counselors Delray Beach, Florida	$201K	+$188K	1	0.1%	New
990	PAIA Park Avenue Institutional Advisers New York	$199K	-$5.14K	2	0.17%	Reduced
991	RFA Reilly Financial Advisors La Mesa, California	$199K	$0	2	0.03%	Maintained
992	HCM Highlander Capital Management Short Hills, New Jersey	$194K	-$13.5K	2	0.18%	Reduced
993	Capital Analysts LLC Fort Washington, Pennsylvania	$192K	$0	1	0.04%	Maintained
994	Walleye Trading New York	$181K	-$3.44M	3	0%	Reduced
995	Chicago Partners Investment Group Chicago, Illinois	$178K	$0	1	0.09%	Maintained
996	DTL Dynamic Technology Lab Singapore	$173K	-$395K	1	0.05%	Reduced
997	AA Apriem Advisors Irvine, California	$172K	-$101K	3	0.07%	Reduced
998	IFP Advisors Tampa, Florida	$171K	-$1.12M	4	0.02%	Reduced
999	ARMC American Research & Management Company Marion, Massachusetts	$170K	+$31.1K	1	0.07%	Increased
1000	TH Timber Hill Greenwich, Connecticut	$164K	-$713K	1	0%	Reduced