← 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
1426	FCT First Community Trust Dubuque, Iowa	$69K	$0	3	0.09%	Maintained
1427	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$68K	-$78.1K	2	0%	Reduced
1428	NEAM New England Asset Management Farmington, Connecticut	$68K	$0	2	0%	Maintained
1429	M1FG Mach-1 Financial Group Rogers, Arkansas	$67K	-$8K	2	0.07%	Reduced
1430	WWM Wolff Wiese Magana Carslbad, California	$67K	-$60	2	0.05%	Reduced
1431	ACA Atlas Capital Advisors Jackson, Wyoming	$65K	-$46.8K	3	0.01%	Reduced
1432	CFO CVA Family Office Denver, Colorado	$64K	+$29.6K	3	0.02%	Increased
1433	ODG O'Dell Group Cincinnati, Ohio	$64K	+$573	2	0.02%	Increased
1434	BLC Brown, Lisle/Cummings Providence, Rhode Island	$63.5K	$0	2	0.04%	Maintained
1435	HCA Harbor Capital Advisors Chicago, Illinois	$63K	-$80.5K	1	0.06%	Reduced
1436	MFS McNamara Financial Services Marshfield, Massachusetts	$63K	+$55.6K	1	0.02%	New
1437	SFO Standard Family Office Sioux Falls, South Dakota	$63K	+$65.6K	1	0.03%	New
1438	HR Howe & Rusling Rochester, New York	$62K	+$24	7	0.01%	Increased
1439	TLCM Twin Lakes Capital Management Redwood Shores, California	$62K	+$54.7K	3	0.05%	Increased
1440	WPC White Pine Capital Bloomington, Minnesota	$60K	$0	1	0.03%	Maintained
1441	CMP Coston McIsaac & Partners Bar Harbor, Maine	$59K	$0	4	0.03%	Maintained
1442	Livforsakringsbolaget Skandia Stockholm, Sweden	$58K	-$279K	2	0.01%	Reduced
1443	Altshuler Shaham Tel Aviv, Israel	$57K	+$59.2K	1	0%	New
1444	PIM Platinum Investment Management Sydney Australia 2000, Australia	$57K	-$19.9M	1	0%	Reduced
1445	ZIG Zullo Investment Group Scranton, Pennsylvania	$57K	-$13.6K	5	0.04%	Reduced
1446	RTC Riverview Trust Company Vancouver, Washington	$54K	+$40.9K	4	0.05%	Increased
1447	OC Oakworth Capital Birmingham, Alabama	$53K	$0	4	0.01%	Maintained
1448	SC Sierra Capital Miami, Florida	$51K	$0	3	0.01%	Maintained
1449	WBC West Branch Capital Amherst, Massachusetts	$51K	-$6.8K	3	0.03%	Reduced
1450	TAM Tucker Asset Management Littleton, Colorado	$50K	+$264	5	0.02%	Increased