← 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
1101	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$43K	$0	1	0.01%	Maintained
1102	FBT First Bank & Trust Brookings, South Dakota	$43K	-$367K	1	0.04%	Reduced
1103	LCM Liberty Capital Management Birmingham, Michigan	$43K	+$10.4K	2	0.03%	Increased
1104	PCTC Perkins Coie Trust Company Seattle, Washington	$43K	$0	2	0.03%	Maintained
1105	PMFA Plante Moran Financial Advisors Southfield, Michigan	$42K	-$47.6K	2	0.03%	Reduced
1106	WOC West Oak Capital Westlake Village, California	$41.8K	+$5.59K	1	0.03%	Increased
1107	Mondrian Investment Partners London, United Kingdom	$40K	-$13K	1	0%	Reduced
1108	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$39K	$0	4	0.02%	Maintained
1109	QAM QCI Asset Management Pittsford, New York	$38K	-$2K	2	0%	Reduced
1110	Blackhill Capital Morristown, New Jersey	$37K	-$1.12K	1	0.01%	Reduced
1111	ED Exane Derivatives Paris, France	$35.8K	+$3.51K	2	0.01%	Increased
1112	TDC Thompson Davis & Co Richmond, Virginia	$35K	-$568K	3	0.05%	Reduced
1113	Harvest Fund Management Beijing, China	$34K	$0	1	0.01%	Maintained
1114	JFA JNBA Financial Advisors Bloomington, Minnesota	$34K	-$15K	2	0.01%	Reduced
1115	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$34K	-$18K	1	0.02%	Reduced
1116	CYG Clean Yield Group Norwich, Vermont	$33K	+$32.3K	1	0.01%	New
1117	DAM Delta Asset Management Memphis, Tennessee	$33K	+$1.94K	3	0.01%	Increased
1118	Bartlett & Co Cincinnati, Ohio	$32K	+$31.9K	1	0%	New
1119	TF Tompkins Financial Ithaca, New York	$32K	$0	2	0.01%	Maintained
1120	OFW Omnia Family Wealth Aventura, Florida	$31K	+$4.86K	4	0.02%	Increased
1121	WAS WESPAC Advisors SoCal Pasadena, California	$29.6K	-$889	1	0.02%	Reduced
1122	BIG Bellwether Investment Group Chattanooga, Tennessee	$29K	-$147K	3	0.08%	Reduced
1123	IDBONY Israel Discount Bank of New York New York	$29K	$0	1	0.02%	Maintained
1124	MCA Mercer Capital Advisers Little Silver, New Jersey	$27K	$0	2	0.02%	Maintained
1125	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$26K	-$2.6K	2	0.03%	Reduced