← 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	SignatureFD Atlanta, Georgia	$161K	+$15.2K	6	0.03%	Increased
1002	AIM Anchor Investment Management Columbia, South Carolina	$157K	+$151K	5	0.06%	New
1003	TA Teton Advisors Rye, New York	$155K	$0	1	0.01%	Maintained
1004	MFW Mosaic Family Wealth St. Louis, Missouri	$150K	+$2.79K	2	0.07%	Increased
1005	TFO Tarbox Family Office Newport Beach, California	$149K	+$659	3	0.11%	Increased
1006	SBA Seven Bridges Advisors New York	$135K	+$25.4K	1	0.11%	Increased
1007	Avior Wealth Management Omaha, Nebraska	$134K	$0	1	0.06%	Maintained
1008	PO Private Ocean San Rafael, California	$134K	$0	1	0.1%	Maintained
1009	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$133K	$0	1	0.11%	Maintained
1010	CIM Contravisory Investment Management Norwell, Massachusetts	$133K	+$125K	1	0.04%	New
1011	AW Alpha Windward Westwood, Massachusetts	$129K	+$120K	1	0.09%	New
1012	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$127K	-$8.38K	1	0.05%	Reduced
1013	NMC Nine Masts Capital Central, Hong Kong	$123K	-$403K	1	0.02%	Reduced
1014	GLI Guardian Life Insurance New York	$116K	-$30.6K	2	0.01%	Reduced
1015	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$108K	+$103K	2	0.06%	New
1016	PFS Physicians Financial Services Raleigh, North Carolina	$103K	+$4.84K	1	0.09%	Increased
1017	TCI Wealth Advisors Tucson, Arizona	$103K	+$3.3K	2	0.06%	Increased
1018	DBT Dubuque Bank & Trust Dubuque, Iowa	$97K	$0	1	0.02%	Maintained
1019	TDC Thompson Davis & Co Richmond, Virginia	$93K	+$23.9K	4	0.14%	Increased
1020	ClearBridge Investments New York	$92K	-$86.8K	1	0%	Reduced
1021	NFG Next Financial Group Houston, Texas	$92K	-$22.4K	5	0.03%	Reduced
1022	BAM Barrett Asset Management New York	$91K	$0	2	0.01%	Maintained
1023	VCM Versant Capital Management Phoenix, Arizona	$91K	+$3.98K	5	0.06%	Increased
1024	SIM Sonora Investment Management Tucson, Arizona	$90.8K	$0	3	0.02%	Maintained
1025	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$90K	+$75.4K	2	0.06%	Increased