← 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	VanEck Associates New York	$95K	+$14.4K	1	0%	Increased
1152	Capstone Investment Advisors New York	$93K	-$523K	1	0%	Reduced
1153	BFC Bedel Financial Consulting Indianapolis, Indiana	$91K	+$988	4	0.05%	Increased
1154	RFM Royal Fund Management Lady Lake, Florida	$90K	+$875	3	0.03%	Increased
1155	TFA Toth Financial Advisory Leesburg, Virginia	$87K	$0	1	0.02%	Maintained
1156	MAM Marquette Asset Management Minneapolis, Minnesota	$85K	$0	1	0.03%	Maintained
1157	SSB Sandy Spring Bank Olney, Maryland	$85K	-$83.3K	4	0.01%	Reduced
1158	AP Atwood & Palmer Kansas City, Missouri	$84K	-$1K	2	0.01%	Reduced
1159	GAM Gemmer Asset Management Walnut Creek, California	$82K	+$1.05K	5	0.02%	Increased
1160	AAM Ardevora Asset Management London, United Kingdom	$81K	-$46.1M	1	0%	Reduced
1161	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$81K	$0	1	0.03%	Maintained
1162	NIC Northwest Investment Counselors Lake Oswego, Oregon	$81K	+$75.7K	2	0.03%	New
1163	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$79K	$0	4	0.06%	Maintained
1164	HFM Hartford Financial Management Hartford, Connecticut	$78K	-$2.83K	3	0.03%	Reduced
1165	GCM Gables Capital Management Miami, Florida	$76K	+$78.1K	1	0.05%	New
1166	Harvest Fund Management Beijing, China	$76K	+$74.2K	1	0.01%	New
1167	CFA Carroll Financial Associates Charlotte, North Carolina	$74K	-$5.38K	5	0.01%	Reduced
1168	FPFS First Personal Financial Services Charlotte, North Carolina	$73K	-$6.59K	4	0.02%	Reduced
1169	TCCM Timber Creek Capital Management Boston, Massachusetts	$71K	-$9.15K	3	0.05%	Reduced
1170	MCM Manchester Capital Management Manchester, Vermont	$70K	$0	2	0.01%	Maintained
1171	PDM Penn Davis McFarland Dallas, Texas	$70K	-$8.97K	1	0.02%	Reduced
1172	Harding Loevner Bridgewater, New Jersey	$69K	-$21.2K	1	0%	Reduced
1173	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$68K	$0	1	0.05%	Maintained
1174	TI Truehand Inc Strafford, New Hampshire	$68K	$0	1	0.05%	Maintained
1175	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$66K	+$1.08K	7	0.02%	Increased