← 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
1226	RPC Rossmore Private Capital Glastonbury, Connecticut	$3.68K	+$3.48K	1	0%	New
1227	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$2K	$0	1	0%	Maintained
1228	HR Howe & Rusling Rochester, New York	$2K	-$111K	1	0%	Reduced
1229	JCM Jacobi Capital Management Pittston, Pennsylvania	$2K	-$10.9K	1	0%	Reduced
1230	TFA Transamerica Financial Advisors St. Petersburg, Florida	$2K	-$1.15K	2	0%	Reduced
1231	Bogart Wealth LLC Mclean, Virginia	$1K	$0	1	0%	Maintained
1232	FBT First Bank & Trust Brookings, South Dakota	$1K	$0	1	0%	Maintained
1233	MCM Mainstay Capital Management Grand Blanc, Michigan	$1K	+$800	1	0%	New
1234	RAM Riggs Asset Management Dallas, Pennsylvania	$1K	$0	1	0%	Maintained
1235	VNA Valley National Advisers Bethlehem, Pennsylvania	$1K	$0	1	0%	Maintained
1236	1832 Asset Management Toronto, Ontario, Canada	$0	-$13.2M	0	–	Closed
1237	AR Advisory Research Chicago, Illinois	$0	-$1.01M	0	–	Closed
1238	AIS AlphaOne Investment Services West Chester, Pennsylvania	$0	-$12K	0	–	Closed
1239	AF AMG Funds Stamford, Connecticut	$0	-$1.24M	0	–	Closed
1240	AWA Arete Wealth Advisors Chicago, Illinois	$0	-$279K	0	–	Closed
1241	AAM Azzad Asset Management Falls Church, Virginia	$0	-$592K	0	–	Closed
1242	BONST Bank of Nova Scotia Trust Toronto, Ontario, Canada	$0	-$70K	0	–	Closed
1243	Becker Capital Management Portland, Oregon	$0	-$33.1M	0	–	Closed
1244	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$0	-$2.18M	0	–	Closed
1245	BCM Bluefin Capital Management New York	$0	-$2.17M	0	–	Closed
1246	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$0	-$8.62M	0	–	Closed
1247	Bridgewater Associates Westport, Connecticut	$0	-$21.1M	0	–	Closed
1248	BC Broadfin Capital New York	$0	-$3.9M	0	–	Closed
1249	CCM Canal Capital Management Richmond, Virginia	$0	-$213K	0	–	Closed
1250	Capital Guardian Trust Los Angeles, California	$0	-$50K	0	–	Closed