← 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
1151	CFGS Concourse Financial Group Securities Birmingham, Alabama	$59K	-$6.44K	6	0.01%	Reduced
1152	Magellan Asset Management Sydney, Australia	$58K	$0	1	0%	Maintained
1153	MRCM M&R Capital Management Summit, New Jersey	$58K	$0	1	0.01%	Maintained
1154	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$58K	$0	1	0.07%	Maintained
1155	PDM Penn Davis McFarland Dallas, Texas	$57K	$0	1	0.02%	Maintained
1156	Capital Analysts LLC Fort Washington, Pennsylvania	$55K	+$11.5K	2	0.01%	Increased
1157	WB Webster Bank Waterbury, Connecticut	$55K	$0	2	0.01%	Maintained
1158	ZB Zions Bancorporation Salt Lake City, Utah	$54K	+$37.1K	5	0.01%	Increased
1159	BCA Berman Capital Advisors Atlanta, Georgia	$53K	+$21.5K	7	0.02%	Increased
1160	TI Truehand Inc Strafford, New Hampshire	$52K	$0	1	0.04%	Maintained
1161	SFS Strategic Financial Services Utica, New York	$51K	$0	1	0.01%	Maintained
1162	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$50.4K	+$50.1K	1	0.03%	New
1163	APW Acima Private Wealth Richmond, Virginia	$50K	+$11.3K	1	0.04%	Increased
1164	GA Greenspring Associates Owings Mills, Maryland	$50K	+$47.9K	1	0.02%	New
1165	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$50K	+$61.7K	4	0.04%	New
1166	Altshuler Shaham Tel Aviv, Israel	$49K	+$52.1K	2	0%	Increased
1167	Fred Alger Management New York	$49K	-$68.8M	3	0%	Reduced
1168	Ossiam Paris, France	$49K	+$46.5K	1	0%	New
1169	DAM Delta Asset Management Memphis, Tennessee	$48K	-$6.12K	2	0.01%	Reduced
1170	IDBONY Israel Discount Bank of New York New York	$48K	$0	1	0.03%	Maintained
1171	Shelton Capital Management Denver, Colorado	$47.4K	-$1.06M	1	0.19%	Reduced
1172	CFD Creative Financial Designs Kokomo, Indiana	$46K	-$10.7K	3	0.03%	Reduced
1173	JWM Janiczek Wealth Management Denver, Colorado	$46K	$0	1	0.02%	Maintained
1174	TF Tompkins Financial Ithaca, New York	$46K	$0	3	0.01%	Maintained
1175	WCM WealthBridge Capital Management Westerville, Ohio	$45K	$0	2	0.03%	Maintained