← 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
1051	PCG Private Capital Group West Hartford, Connecticut	$249K	+$24.6K	4	0.05%	Increased
1052	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$247K	$0	1	0.05%	Maintained
1053	PL PWMCO LLC Chicago, Illinois	$247K	+$235K	1	0.07%	New
1054	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$245K	-$48.5K	1	0.02%	Reduced
1055	WSC Wellington Shields & Co New York	$244K	$0	1	0.13%	Maintained
1056	CP Camelot Portfolios Maumee, Ohio	$243K	+$234K	1	0.1%	New
1057	Check Capital Management Costa Mesa, California	$243K	$0	1	0.01%	Maintained
1058	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$243K	$0	1	0.17%	Maintained
1059	PP Palladium Partners Norfolk, Virginia	$243K	$0	1	0.02%	Maintained
1060	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$243K	-$164K	1	0.15%	Reduced
1061	CCG Chatham Capital Group Savannah, Georgia	$242K	$0	1	0.06%	Maintained
1062	PP Patten & Patten Chattanooga, Tennessee	$242K	-$44.7K	1	0.02%	Reduced
1063	AOWM Alpha Omega Wealth Management Richmond, Virginia	$241K	+$6.07K	3	0.12%	Increased
1064	KPF K2 Principal Fund Toronto, Ontario, Canada	$241K	+$243K	1	0.02%	New
1065	Sequoia Financial Advisors Akron, Ohio	$241K	$0	1	0.03%	Maintained
1066	CBA Coastal Bridge Advisors Westport, Connecticut	$240K	+$963	1	0.1%	Increased
1067	CC Cadinha & Co Honolulu, Hawaii	$239K	-$394K	1	0.04%	Reduced
1068	JC Jacobs & Co San Francisco, California	$239K	-$14.9K	1	0.04%	Reduced
1069	FAN Financial Advisors Network Tustin, California	$234K	+$244K	1	0.14%	New
1070	PDM Penn Davis McFarland Dallas, Texas	$234K	+$227K	1	0.07%	New
1071	OTC Opera Trading Capital Paris, France	$232K	+$242K	1	0.04%	New
1072	IIM Ironwood Investment Management Boston, Massachusetts	$229K	$0	1	0.16%	Maintained
1073	SCA Stonebridge Capital Advisors St Paul, Minnesota	$229K	$0	1	0.05%	Maintained
1074	BIA Bigelow Investment Advisors Portland, Maine	$228K	$0	1	0.16%	Maintained
1075	CCA Checchi Capital Advisers Beverly Hills, California	$228K	+$29K	1	0.03%	Increased