← 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	AGM Alpine Global Management New York	$378K	+$390K	1	0.04%	New
1102	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$377K	-$5.56K	1	0.06%	Reduced
1103	DMK David M. Knott	$376K	$0	1	0.16%	Maintained
1104	LMAM Legg Mason Asset Management Tokyo, Japan	$376K	-$93.4K	1	0.41%	Reduced
1105	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$372K	$0	1	0.25%	Maintained
1106	LIM Longfellow Investment Management Boston, Massachusetts	$369K	-$51.2K	3	0.04%	Reduced
1107	R.H. Bluestein & Co Birmingham, Michigan	$369K	$0	1	0.02%	Maintained
1108	RNC Capital Management Los Angeles, California	$369K	$0	1	0.02%	Maintained
1109	MWC MBM Wealth Consultants Chesterfield, Missouri	$368K	-$35.7K	1	0.19%	Reduced
1110	ALAM Asahi Life Asset Management Tokyo, Japan	$359K	+$365K	1	0.05%	New
1111	FourThought Financial Venice, Florida	$356K	-$44.5K	9	0.05%	Reduced
1112	Phoenix Financial Givatayim, Israel	$356K	-$142K	1	0.01%	Reduced
1113	Advisors Management Group La Crosse, Wisconsin	$354K	-$22.1K	1	0.11%	Reduced
1114	TA Teton Advisors Rye, New York	$354K	$0	1	0.05%	Maintained
1115	ZWJ Investment Counsel Atlanta, Georgia	$354K	$0	1	0.02%	Maintained
1116	CBT CoreFirst Bank & Trust Topeka, Kansas	$352K	-$9K	3	0.24%	Reduced
1117	JWBC John W. Brooker & Co Oakland, California	$352K	$0	1	0.22%	Maintained
1118	WhitTier Trust Company Reno, Nevada	$349K	-$25.3K	5	0.02%	Reduced
1119	AGF Investments Inc Toronto, Ontario, Canada	$346K	-$3.05M	1	0%	Reduced
1120	Argent Trust Co Nashville, Tennessee	$346K	+$7.1K	1	0.02%	Increased
1121	DAM Diamant Asset Management Ridgefield, Connecticut	$340K	$0	1	0.3%	Maintained
1122	LK Lumbard & Kellner Hollis, New Hampshire	$339K	+$6.97K	1	0.12%	Increased
1123	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$338K	-$209K	2	0.02%	Reduced
1124	Crescent Capital Consulting New Orleans, Louisiana	$337K	$0	4	0.07%	Maintained
1125	HFAS Hummer Financial Advisory Services Chicago, Illinois	$337K	+$3.54K	1	0.33%	Increased