← 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	PCM Palouse Capital Management Spokane, Washington	$209K	+$213K	1	0.13%	New
1427	JWCA J.W. Cole Advisors Tampa, Florida	$209K	+$197K	1	0.01%	New
1428	Howard Capital Management Roswell, Georgia	$209K	+$191K	1	0%	New
1429	Washington Trust Westerly, Rhode Island	$208K	$0	6	0.01%	Maintained
1430	Belpointe Asset Management Reno, Nevada	$208K	+$187K	1	0.01%	New
1431	BST Bath Savings Trust Bath, Maine	$208K	+$190K	1	0.02%	New
1432	FAG Fortitude Advisory Group Gig Harbor, Washington	$207K	-$32.3K	1	0.13%	Reduced
1433	SP Successful Portfolios Clearwater, Florida	$205K	+$193K	1	0.14%	New
1434	TC Tacita Capital Toronto, Ontario, Canada	$205K	$0	1	0.13%	Maintained
1435	CSB City State Bank Norwalk, Iowa	$205K	+$705	3	0.07%	Increased
1436	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$204K	+$208K	1	0.03%	New
1437	LC Littlejohn & Co Greenwich, Connecticut	$204K	$0	1	0.1%	Maintained
1438	PB Pinnacle Bancorp Beatrice, Nebraska	$204K	+$3.58K	4	0.05%	Increased
1439	SAM Sompo Asset Management Tokyo, Japan	$204K	+$192K	1	0.03%	New
1440	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$198K	+$20.1K	2	0.07%	Increased
1441	KCM Kendall Capital Management Rockville, Maryland	$185K	$0	1	0.06%	Maintained
1442	TC Trust Company Manhattan, Kansas	$185K	-$767	4	0.02%	Reduced
1443	QC Quantedge Capital Singapore	$183K	-$232K	1	0.05%	Reduced
1444	NL NKCFO LLC Geneva, Illinois	$177K	-$419K	1	0.08%	Reduced
1445	DCM DGS Capital Management Jersey City, New Jersey	$176K	-$172K	1	0.05%	Reduced
1446	PK Pflug Koory Omaha, Nebraska	$173K	+$170K	4	0.08%	New
1447	WSC Wellington Shields & Co New York	$172K	$0	1	0.05%	Maintained
1448	BIA Bell Investment Advisors Oakland, California	$167K	-$2.92K	11	0.03%	Reduced
1449	Harbour Investments Madison, Wisconsin	$162K	-$12.7K	10	0%	Reduced
1450	Allianz Munich, Germany	$162K	-$457K	1	0%	Reduced