← 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	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$74K	+$488K	1	0.05%	Increased
1002	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$70K	+$148K	1	0%	New
1003	Capital Guardian Trust Los Angeles, California	$69K	-$7.41M	1	0%	Reduced
1004	IndexIQ Advisors New York	$69K	-$21.4K	1	0%	Reduced
1005	Benjamin F. Edwards & Company St. Louis, Missouri	$66K	-$24.1K	2	0.01%	Reduced
1006	RBC Roble Belko & Company Sewickley, Pennsylvania	$65K	+$59K	1	0.04%	New
1007	TDC Thompson Davis & Co Richmond, Virginia	$61K	+$15.1K	4	0.07%	Increased
1008	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$57K	-$798K	3	0.04%	Reduced
1009	AWS Aris Wealth Services State College, Pennsylvania	$56K	+$53.5K	2	0.05%	New
1010	SGC South Georgia Capital Naperville, Illinois	$51K	+$49.6K	1	0.1%	New
1011	NCMG NCM Capital Management Group Durham, North Carolina	$49K	+$46K	1	0.56%	New
1012	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$47K	$0	1	0.02%	Maintained
1013	KT Kanaly Trust Houston, Texas	$46K	+$10.9K	3	0.01%	Increased
1014	PCM Parsons Capital Management Providence, Rhode Island	$46K	+$44.3K	1	0.01%	New
1015	GAM Gemmer Asset Management Walnut Creek, California	$45K	+$2.29K	4	0.03%	Increased
1016	AP Atwood & Palmer Kansas City, Missouri	$43K	$0	2	0.01%	Maintained
1017	TCM Tradewinds Capital Management Bellingham, Washington	$42K	$0	2	0.03%	Maintained
1018	Frontier Capital Management Boston, Massachusetts	$40K	$0	1	0%	Maintained
1019	SSG Summit Securities Group New York	$40K	-$28.8K	1	0.03%	Reduced
1020	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$37K	$0	1	0.02%	Maintained
1021	Mondrian Investment Partners London, United Kingdom	$37K	-$30.4M	1	0%	Reduced
1022	SIM Spark Investment Management New York	$36K	-$1.55M	1	0.01%	Reduced
1023	BCM Blume Capital Management Berkeley, California	$33K	$0	1	0.02%	Maintained
1024	VanEck Associates New York	$32K	+$13.6K	1	0%	Increased
1025	WA WealthTrust-Arizona Scottsdale, Arizona	$32K	$0	1	0.02%	Maintained