← 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	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$127K	+$125K	1	0.08%	New
1002	MCF Advisors Covington, Kentucky	$125K	$0	1	0.04%	Maintained
1003	TFO Tarbox Family Office Newport Beach, California	$125K	+$123K	3	0.1%	New
1004	UGIF US Global Investors Funds Portland, Maine	$115K	+$109K	1	0.02%	New
1005	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$115K	$0	1	0.02%	Maintained
1006	MassMutual Private Wealth & Trust Windsor, Connecticut	$104K	+$99.1K	1	0.1%	New
1007	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$101K	+$96K	1	0.09%	New
1008	PO Private Ocean San Rafael, California	$101K	+$96.4K	1	0.08%	New
1009	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$94K	-$13K	1	0.02%	Reduced
1010	PineBridge Investments New York	$90K	+$6.94K	1	0%	Increased
1011	PTC Private Trust Company Cleveland, Ohio	$89K	-$13.3K	4	0.04%	Reduced
1012	HF Hoxton Financial Shepherdstown, West Virginia	$87K	+$29.7K	2	0.04%	Increased
1013	Capital Analysts LLC Fort Washington, Pennsylvania	$76.8K	-$1.52M	1	0.02%	Reduced
1014	TF Tompkins Financial Ithaca, New York	$75K	+$6.91K	3	0.02%	Increased
1015	IndexIQ Advisors New York	$74K	+$5.75K	1	0.01%	Increased
1016	SSB Sandy Spring Bank Olney, Maryland	$74K	$0	2	0.01%	Maintained
1017	TFA Transamerica Financial Advisors St. Petersburg, Florida	$72K	-$433K	1	0.01%	Reduced
1018	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$68K	-$12K	7	0.04%	Reduced
1019	Meag Munich Ergo Munich, Germany	$67K	$0	1	0%	Maintained
1020	MAM Mizuho Asset Management Tokyo, Japan	$64K	$0	2	0.01%	Maintained
1021	HCM Highlander Capital Management Short Hills, New Jersey	$63.4K	+$58.7K	1	0.06%	New
1022	ETrade Capital Management Arlington, Virginia	$61K	-$6.64K	3	0%	Reduced
1023	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$61K	+$65.6K	1	0.06%	New
1024	HFM Hartford Financial Management Hartford, Connecticut	$47K	$0	1	0.03%	Maintained
1025	NES New England Securities New York	$47K	-$3.51K	4	0.02%	Reduced