← 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
1126	RFM Royal Fund Management Lady Lake, Florida	$73K	$0	2	0.03%	Maintained
1127	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$73K	-$31.6K	2	0.04%	Reduced
1128	TCCM Timber Creek Capital Management Boston, Massachusetts	$71K	+$53.8K	3	0.06%	Increased
1129	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$69K	-$1.61K	1	0.03%	Reduced
1130	VCM Versant Capital Management Phoenix, Arizona	$69K	-$2.78K	8	0.03%	Reduced
1131	WIC Woodmont Investment Counsel Nashville, Tennessee	$69K	-$15.4K	1	0.02%	Reduced
1132	DSC Duncker Streett & Co St. Louis, Missouri	$68K	-$16.1K	2	0.02%	Reduced
1133	HFM Hartford Financial Management Hartford, Connecticut	$68K	$0	3	0.03%	Maintained
1134	FPFS First Personal Financial Services Charlotte, North Carolina	$67K	+$848	3	0.02%	Increased
1135	MA MANA Advisors New York	$67K	+$109K	1	0.43%	New
1136	AWW Alan W. Weber	$65.1K	$0	1	0.03%	Maintained
1137	CFGS Concourse Financial Group Securities Birmingham, Alabama	$62K	+$18.6K	7	0.01%	Increased
1138	Bartlett & Co Wealth Management Cincinnati, Ohio	$60K	$0	2	0%	Maintained
1139	Bartlett & Co Cincinnati, Ohio	$60K	$0	2	0%	Maintained
1140	WIM Westside Investment Management Santa Monica, California	$59.7K	-$8.1K	2	0.02%	Reduced
1141	FGC Financial Gravity Companies Lakeway, Texas	$59K	+$74.1K	7	0.05%	New
1142	TCM Tradewinds Capital Management Bellingham, Washington	$58K	$0	3	0.03%	Maintained
1143	CFD Creative Financial Designs Kokomo, Indiana	$57K	-$6.02K	3	0.04%	Reduced
1144	KPCM Kings Point Capital Management Great Neck, New York	$57K	-$4.6M	2	0.01%	Reduced
1145	SMG Spectrum Management Group Indianapolis, Indiana	$57K	$0	1	0.02%	Maintained
1146	TI Truehand Inc Strafford, New Hampshire	$57K	+$53.6K	1	0.05%	New
1147	PGAM Princeton Global Asset Management Princeton, New Jersey	$55K	+$69.4K	2	0.05%	New
1148	MRCM M&R Capital Management Summit, New Jersey	$54K	$0	1	0.01%	Maintained
1149	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$54K	$0	1	0.06%	Maintained
1150	BFC Bedel Financial Consulting Indianapolis, Indiana	$53K	$0	3	0.04%	Maintained