← 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
1401	WTG West Tower Group Richmond, Virginia	$193K	-$57.4K	4	0.1%	Reduced
1402	GCMG Gyroscope Capital Management Group Naples, Florida	$188K	$0	1	0.04%	Maintained
1403	GWSG GPS Wealth Strategies Group Centennial, Colorado	$188K	+$3.26K	4	0.04%	Increased
1404	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$186K	-$67.3K	6	0.14%	Reduced
1405	SRCM Sage Rock Capital Management New York	$181K	+$189K	1	0.21%	New
1406	HM Payson & Co Portland, Maine	$178K	-$19.1K	4	0%	Reduced
1407	Washington Trust Westerly, Rhode Island	$177K	-$39K	5	0.01%	Reduced
1408	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$177K	+$208K	1	0.15%	Increased
1409	Koshinski Asset Management Decatur, Illinois	$174K	-$2.51K	1	0.02%	Reduced
1410	AMCA Arthur M. Cohen & Associates Northbrook, Illinois	$173K	$0	1	0.04%	Maintained
1411	Brown Brothers Harriman & Co New York	$169K	-$163K	4	0%	Reduced
1412	Harbour Investments Madison, Wisconsin	$167K	+$8.91K	9	0.01%	Increased
1413	TMC Trellus Management Company Delray Beach, Florida	$165K	+$146K	1	0.23%	New
1414	Marex Group London,	$162K	-$35K	1	0.02%	Reduced
1415	Accredited Investors Edina, Minnesota	$161K	+$169K	1	0.01%	New
1416	MM MQS Management New York	$160K	-$1.18M	1	0.1%	Reduced
1417	JWM Janiczek Wealth Management Denver, Colorado	$159K	-$59.6K	5	0.04%	Reduced
1418	BIA Bell Investment Advisors Oakland, California	$157K	-$1.63K	11	0.04%	Reduced
1419	BMC Benin Management Corp Wilton, Connecticut	$156K	$0	1	0.06%	Maintained
1420	CCP Carmel Capital Partners San Diego, California	$153K	+$5.53K	3	0.07%	Increased
1421	PCM Penn Capital Management Philadelphia, Pennsylvania	$152K	+$175K	1	0.02%	New
1422	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$152K	+$2.45K	4	0.04%	Increased
1423	TC Truvestments Capital Sarasota, Florida	$150K	-$3.22K	5	0.08%	Reduced
1424	TCOV Trust Company of Vermont Brattleboro, Vermont	$149K	+$30.8K	3	0.01%	Increased
1425	JSL JT Stratford LLC Gainesville, Georgia	$149K	-$786	1	0.04%	Reduced