← 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	VRM Vectors Research Management New York	$247K	+$219K	2	0.14%	New
1027	Jones Financial Companies Des Peres, Missouri	$246K	+$203K	1	0%	New
1028	SCM Silvant Capital Management Atlanta, Georgia	$246K	$0	1	0.04%	Maintained
1029	NERM New England Research & Management Chicago, Illinois	$244K	+$243K	1	0.16%	New
1030	CCG Chatham Capital Group Savannah, Georgia	$243K	$0	1	0.06%	Maintained
1031	FPC Falcon Point Capital San Francisco, California	$243K	-$2.48M	1	0.13%	Reduced
1032	MUFG Americas New York	$242K	+$52.1K	2	0.01%	Increased
1033	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$240K	+$197K	6	0.02%	Increased
1034	GJIC Gamble Jones Investment Counsel Pasadena, California	$240K	-$26.8K	1	0.02%	Reduced
1035	AAM Azzad Asset Management Falls Church, Virginia	$240K	$0	1	0.07%	Maintained
1036	Horizon Investments Charlotte, North Carolina	$233K	+$238K	1	0.01%	New
1037	QI Qtron Investments Boston, Massachusetts	$232K	-$1.38K	1	0.21%	Reduced
1038	RNC Capital Management Los Angeles, California	$232K	-$20.4K	1	0.02%	Reduced
1039	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$231K	+$36K	1	0.16%	Increased
1040	WEC Winslow Evans & Crocker Boston, Massachusetts	$230K	+$1.81K	5	0.07%	Increased
1041	TCOV Trust Company of Vermont Brattleboro, Vermont	$229K	-$24.2K	5	0.02%	Reduced
1042	First Citizens Bank & Trust Raleigh, North Carolina	$228K	-$299K	1	0.03%	Reduced
1043	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$228K	-$779	1	0.06%	Reduced
1044	Simplicity Solutions Minneapolis, Minnesota	$227K	-$273K	1	0.01%	Reduced
1045	RIL Rothschild Investment LLC Chicago, Illinois	$226K	+$187K	1	0.03%	New
1046	Addenda Capital Montreal, Quebec, Canada	$225K	$0	1	0.02%	Maintained
1047	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$225K	$0	1	0.03%	Maintained
1048	AWA ARS Wealth Advisors St. Petersburg, Florida	$223K	$0	1	0.07%	Maintained
1049	SM Sciencast Management Princeton, New Jersey	$221K	-$462K	1	0.08%	Reduced
1050	TST Tech Square Trading Boston, Massachusetts	$219K	-$6.37K	1	0.33%	Reduced