← 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
1326	BAM BTS Asset Management Lincoln, Massachusetts	$274K	+$280K	1	0.26%	New
1327	LC Littlejohn & Co Greenwich, Connecticut	$272K	$0	1	0.14%	Maintained
1328	Patten & Patten Chattanooga, Tennessee	$271K	-$20.3K	1	0.02%	Reduced
1329	Woodstock Corp Boston, Massachusetts	$269K	-$20.3K	1	0.03%	Reduced
1330	FFC First Financial Corp Terre Haute, Indiana	$266K	-$9.2K	2	0.14%	Reduced
1331	Cable Hill Partners Portland, Oregon	$266K	+$281K	1	0.03%	New
1332	Canandaigua National Bank & Trust Canandaigua, New York	$263K	-$609	1	0.03%	Reduced
1333	Quantitative Investment Management Charlottesville, Virginia	$262K	+$277K	1	0.03%	New
1334	Goldstone Financial Group Oakbrook Terrace, Illinois	$261K	+$49.4K	1	0.05%	Increased
1335	LVW Advisors Pittsford, New York	$261K	+$276K	1	0.04%	New
1336	Summit Securities Group New York	$260K	+$263K	2	0.05%	Increased
1337	HA Hamel Associates Chatham, New Jersey	$260K	+$254K	1	0.08%	New
1338	TPW Transatlantique Private Wealth New York	$259K	-$210K	1	0.11%	Reduced
1339	Venturi Wealth Management Austin, Texas	$257K	-$687K	5	0.02%	Reduced
1340	Renaissance Group Covington, Kentucky	$257K	+$15K	1	0.01%	Increased
1341	CP Castleview Partners Dallas, Texas	$256K	+$114K	3	0.15%	Increased
1342	Schnieders Capital Management Pasadena, California	$256K	-$84.2K	1	0.05%	Reduced
1343	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$255K	+$270K	1	0.05%	New
1344	HFAS Hummer Financial Advisory Services Chicago, Illinois	$255K	-$217K	1	0.22%	Reduced
1345	KFS Keynote Financial Services Vernon, Connecticut	$254K	$0	1	0.21%	Maintained
1346	Eagle Ridge Investment Management Stamford, Connecticut	$252K	$0	1	0.02%	Maintained
1347	KPP Advisory Services Louisville, Kentucky	$251K	+$4.67K	1	0.07%	Increased
1348	SP Systematic Portfolios New York	$250K	+$265K	1	1.74%	New
1349	TCV Trust & Wealth Management Richmond, Virginia	$250K	-$6.07M	1	0.02%	Reduced
1350	LIM Longfellow Investment Management Boston, Massachusetts	$249K	+$1.77K	2	0.06%	Increased