← 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	AIM Alambic Investment Management Belvedere, California	$215K	-$18.6K	1	0.54%	Reduced
1152	Homrich & Berg Atlanta, Georgia	$215K	+$204K	1	0.01%	New
1153	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$213K	+$201K	1	0.04%	New
1154	MAP Moody Aldrich Partners Marblehead, Massachusetts	$213K	-$12K	1	0.05%	Reduced
1155	MIP Marietta Investment Partners Milwaukee, Wisconsin	$212K	+$200K	1	0.07%	New
1156	DI Diligent Investors Redlands, California	$211K	+$200K	1	0.1%	New
1157	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$209K	+$191K	1	0.12%	New
1158	CBA Coastal Bridge Advisors Westport, Connecticut	$208K	+$190K	1	0.07%	New
1159	FHA Flagship Harbor Advisors Boston, Massachusetts	$206K	+$99.7K	10	0.03%	Increased
1160	ICM IMS Capital Management Portland, Oregon	$204K	+$193K	1	0.16%	New
1161	RG Rikoon Group Santa Fe, New Mexico	$204K	+$173K	1	0.07%	New
1162	IAM ICM Asset Management Spokane, Washington	$202K	-$454K	1	1.06%	Reduced
1163	Savant Capital Rockford, Illinois	$201K	+$198K	1	0.02%	New
1164	Centiva Capital New York	$200K	+$177K	1	0.01%	New
1165	NorthRock Partners Minneapolis, Minnesota	$200K	+$170K	1	0.02%	New
1166	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$194K	+$147K	2	0.04%	Increased
1167	RAM Roumell Asset Management Chevy Chase, Maryland	$193K	$0	1	0.47%	Maintained
1168	HIA Harbor Investment Advisory Lutherville, Maryland	$189K	+$19.6K	7	0.04%	Increased
1169	Clearstead Advisors Cleveland, Ohio	$177K	$0	4	0.02%	Maintained
1170	PCM Palouse Capital Management Spokane, Washington	$177K	+$3.65K	1	0.09%	Increased
1171	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$176K	$0	1	0.19%	Maintained
1172	TC Truvestments Capital Sarasota, Florida	$174K	+$71.1K	4	0.18%	Increased
1173	MHR Matthew Hamilton Rosenberg	$173K	+$18.3K	2	0.14%	Increased
1174	NIM NuWave Investment Management Parsippany, New Jersey	$173K	+$12K	2	0.23%	Increased
1175	TFA Toth Financial Advisory Leesburg, Virginia	$172K	$0	1	0.04%	Maintained