← 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
1376	BC Bridgefront Capital Austin, Texas	$202K	+$205K	1	0.25%	New
1377	LIM Longfellow Investment Management Boston, Massachusetts	$198K	$0	2	0.03%	Maintained
1378	SWA Sutton Wealth Advisors Tampa, Florida	$186K	+$20K	9	0.06%	Increased
1379	BMC Benin Management Corp Wilton, Connecticut	$185K	+$196K	1	0.06%	New
1380	SSG Summit Securities Group New York	$183K	+$185K	4	0.02%	New
1381	Aquatic Capital Management Chicago, Illinois	$181K	-$518K	6	0.27%	Reduced
1382	ARK Investment Management St. Petersburg, Florida	$178K	+$174K	1	0%	New
1383	RIA Regal Investment Advisors Kentwood, Michigan	$176K	+$1.17K	1	0.02%	Increased
1384	SSB Sandy Spring Bank Olney, Maryland	$175K	-$38.9K	7	0.01%	Reduced
1385	Tocqueville Asset Management New York	$171K	-$32.3K	1	0%	Reduced
1386	Smithfield Trust Pittsburgh, Pennsylvania	$170K	-$119	5	0.01%	Reduced
1387	Penserra Capital Management Orinda, California	$168K	-$38.2K	7	0%	Reduced
1388	AP Arlington Partners Birmingham, Alabama	$165K	-$5K	2	0.05%	Reduced
1389	CT Caldwell Trust Venice, Florida	$163K	$0	4	0.02%	Maintained
1390	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$153K	-$126K	1	0%	Reduced
1391	MAM Marquette Asset Management Minneapolis, Minnesota	$152K	$0	1	0.04%	Maintained
1392	ECM Estabrook Capital Management New York	$150K	$0	1	0.02%	Maintained
1393	TCI Wealth Advisors Tucson, Arizona	$149K	+$70	12	0.02%	Increased
1394	Jones Financial Companies Des Peres, Missouri	$148K	-$87.1K	3	0%	Reduced
1395	JCP JB Capital Partners Armonk, New York	$146K	$0	1	0.03%	Maintained
1396	Gradient Investments Arden Hills, Minnesota	$145K	+$25.2K	6	0%	Increased
1397	VCM Vigilant Capital Management Portland, Maine	$136K	-$174K	4	0.01%	Reduced
1398	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$135K	+$12.3K	2	0.09%	Increased
1399	GWSG GPS Wealth Strategies Group Centennial, Colorado	$128K	-$12.2K	6	0.03%	Reduced
1400	HCM Highlander Capital Management Short Hills, New Jersey	$125K	+$3.16K	3	0.06%	Increased