← 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
1001	HI Hudock Inc Williamsport, Pennsylvania	$3K	$0	1	0%	Maintained
1002	Carson Wealth (CWM LLC) Omaha, Nebraska	$2K	+$1.73K	1	0%	New
1003	LFR Lehman Financial Resources Media, Pennsylvania	$2K	$0	1	0%	Maintained
1004	NCM Nelson Capital Management Menlo Park, California	$2K	$0	1	0%	Maintained
1005	TCCM Timber Creek Capital Management Boston, Massachusetts	$2K	$0	1	0%	Maintained
1006	1SB 1ST Source Bank South Bend, Indiana	$0	-$210K	0	–	Closed
1007	ATC Adirondack Trust Company Saratoga Springs, New York	$0	-$3K	0	–	Closed
1008	ACI Advance Capital I Southfield, Michigan	$0	-$514K	0	–	Closed
1009	Advisors Capital Management Ridgewood, New Jersey	$0	-$973K	0	–	Closed
1010	AT Alliance Trust Dundee, Scotland, United Kingdom	$0	-$18.9M	0	–	Closed
1011	APU Alpine Partners USVI St. Thomas, U.S. Virgin Islands	$0	-$253K	0	–	Closed
1012	AC Andromeda Capital White Plains, New York	$0	-$3.14M	0	–	Closed
1013	AP Archon Partners Princeton Junction, New Jersey	$0	-$966K	0	–	Closed
1014	AF Arrow Financial Glens Falls, New York	$0	-$7K	0	–	Closed
1015	AIM Assured Investment Management New York	$0	-$21K	0	–	Closed
1016	ACM Ativo Capital Management Chicago, Illinois	$0	-$2.4M	0	–	Closed
1017	BPB Badgley, Phelps & Bell Seattle, Washington	$0	-$5.78M	0	–	Closed
1018	BBA Baker Bros. Advisors New York	$0	-$880K	0	–	Closed
1019	BCM BBT Capital Management Fort Worth, Texas	$0	-$2M	0	–	Closed
1020	BL BCWM LLC Overland Park, Kansas	$0	-$1.6M	0	–	Closed
1021	BT Beacon Trust Morristown, New Jersey	$0	-$218K	0	–	Closed
1022	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$0	-$748K	0	–	Closed
1023	BHG Blue Harbour Group Greenwich, Connecticut	$0	-$30.6M	0	–	Closed
1024	BM Bridger Management New York	$0	-$37.7M	0	–	Closed
1025	Brinker Capital Investments Berwyn, Pennsylvania	$0	-$184K	1	0%	Reduced