← 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
1201	CB Community Bank Dewitt, New York	$97K	+$94.6K	3	0.01%	Increased
1202	BWM BNC Wealth Management Beaverton, Oregon	$96K	+$103K	1	0.07%	New
1203	ICM Islay Capital Management Lubbock, Texas	$95K	+$728	1	0.1%	Increased
1204	SSB Sandy Spring Bank Olney, Maryland	$94K	-$1K	3	0.01%	Reduced
1205	PGAM Princeton Global Asset Management Princeton, New Jersey	$92K	$0	2	0.04%	Maintained
1206	EI Ellevest Inc New York	$89K	+$6.19K	6	0.02%	Increased
1207	MRCM M&R Capital Management Summit, New Jersey	$89K	$0	1	0.02%	Maintained
1208	RIA RPG Investment Advisory Pleasanton, California	$87K	+$3.29K	1	0.02%	Increased
1209	SWM Sugarloaf Wealth Management Duluth, Georgia	$87K	$0	5	0.03%	Maintained
1210	TI Truehand Inc Strafford, New Hampshire	$86K	$0	1	0.06%	Maintained
1211	Prospera Financial Services Dallas, Texas	$84K	-$148K	5	0.03%	Reduced
1212	HFM Hartford Financial Management Hartford, Connecticut	$81K	$0	2	0.02%	Maintained
1213	ICM Ionic Capital Management New York	$81K	+$68.3K	1	0.01%	New
1214	F F3Logic Burnsville, Minnesota	$80.1K	+$66.5K	2	2.02%	Increased
1215	CX Institutional Auburn, Indiana	$80K	+$14K	4	0.01%	Increased
1216	IAM ICM Asset Management Spokane, Washington	$80K	$0	1	0.44%	Maintained
1217	MCF Advisors Covington, Kentucky	$78K	$0	2	0.01%	Maintained
1218	PVH Psagot Value Holdings Tel Aviv, Israel	$77K	-$233K	1	0%	Reduced
1219	AAP Ardsley Advisory Partners Stamford, Connecticut	$76K	$0	1	0.01%	Maintained
1220	FPFS First Personal Financial Services Charlotte, North Carolina	$75K	$0	2	0.02%	Maintained
1221	Giverny Capital Montreal, Quebec, Canada	$75K	+$80.7K	1	0.01%	New
1222	HR Howe & Rusling Rochester, New York	$75K	-$12.8K	2	0.01%	Reduced
1223	TD Ameritrade Investment Management Omaha, Nebraska	$75K	+$55.3K	4	0%	Increased
1224	TCCM Timber Creek Capital Management Boston, Massachusetts	$73K	$0	3	0.04%	Maintained
1225	AP Atwood & Palmer Kansas City, Missouri	$71K	$0	2	0.01%	Maintained