← 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
1026	MCM Manchester Capital Management Manchester, Vermont	$63K	-$353K	2	0.01%	Reduced
1027	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$63K	-$101K	1	0.02%	Reduced
1028	VanEck Associates New York	$63K	+$3.81K	1	0%	Increased
1029	MRCM M&R Capital Management Summit, New Jersey	$62K	$0	1	0.02%	Maintained
1030	IDBONY Israel Discount Bank of New York New York	$61K	$0	1	0.05%	Maintained
1031	AIL AGF Investments LLC Toronto, Ontario, Canada	$58K	+$989	3	0.01%	Increased
1032	TA Teton Advisors Rye, New York	$57K	$0	1	0.01%	Maintained
1033	TCM Tradewinds Capital Management Bellingham, Washington	$57K	$0	3	0.03%	Maintained
1034	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$56K	-$328K	5	0.03%	Reduced
1035	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$54K	+$24.5K	1	0.01%	Increased
1036	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$54K	+$15.6K	3	0.02%	Increased
1037	ZB Zions Bancorporation Salt Lake City, Utah	$54K	+$47.4K	4	0.01%	Increased
1038	AssetMark Inc Concord, California	$53K	+$2.76K	5	0%	Increased
1039	FIB First Interstate Bank Billings, Montana	$53K	-$13.6K	2	0.01%	Reduced
1040	WA WealthTrust-Arizona Scottsdale, Arizona	$53K	+$1.14K	1	0.03%	Increased
1041	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$51K	+$1.92K	5	0.02%	Increased
1042	TDC Thompson Davis & Co Richmond, Virginia	$51K	-$4K	3	0.09%	Reduced
1043	WB Webster Bank Waterbury, Connecticut	$51K	$0	2	0.01%	Maintained
1044	AP Atwood & Palmer Kansas City, Missouri	$50K	$0	2	0.01%	Maintained
1045	Capital Guardian Trust Los Angeles, California	$50K	+$48.9K	2	0%	New
1046	Perigon Wealth Management San Francisco, California	$50K	-$9.76K	2	0.02%	Reduced
1047	NFG Next Financial Group Houston, Texas	$49K	-$13.8K	3	0.01%	Reduced
1048	GAM Gemmer Asset Management Walnut Creek, California	$48K	+$883	5	0.02%	Increased
1049	WIM Westside Investment Management Santa Monica, California	$46.5K	+$76	4	0.03%	Increased
1050	LC Landaas & Company Milwaukee, Wisconsin	$45K	+$44.6K	2	0.04%	New