← 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
1451	TCOV Trust Company of Vermont Brattleboro, Vermont	$155K	-$3.07K	7	0.01%	Reduced
1452	FA Fiduciary Alliance Greenville, South Carolina	$154K	-$264K	1	0.03%	Reduced
1453	WSC Wellington Shields & Co New York	$151K	-$197K	1	0.05%	Reduced
1454	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$147K	+$20.5K	1	0.02%	Increased
1455	ME McIlrath & Eck Arlington, Washington	$147K	-$5.25K	4	0.02%	Reduced
1456	Optiver Holding Amsterdam, Netherlands	$146K	+$88.7K	2	0%	Increased
1457	SS Sunbelt Securities Houston, Texas	$144K	-$3.33K	6	0.01%	Reduced
1458	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$138K	$0	2	0.05%	Maintained
1459	GLR Great Lakes Retirement Sandusky, Ohio	$130K	+$138K	2	0.02%	New
1460	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$127K	+$126K	3	0.01%	Increased
1461	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$125K	$0	2	0%	Maintained
1462	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$124K	-$6.31K	3	0.08%	Reduced
1463	TFF The Family Firm Bethesda, Maryland	$121K	+$124K	7	0.03%	New
1464	DAM Delta Asset Management Memphis, Tennessee	$119K	$0	4	0.01%	Maintained
1465	BCM Basso Capital Management Stamford, Connecticut	$115K	$0	1	0.1%	Maintained
1466	HFM Hartford Financial Management Hartford, Connecticut	$115K	-$4.28K	3	0.02%	Reduced
1467	IHWM Iron Horse Wealth Management Johston, Iowa	$113K	+$413	4	0.04%	Increased
1468	Edmond de Rothschild Holding Chambesy, Switzerland	$113K	$0	2	0%	Maintained
1469	CAS Coppell Advisory Solutions Coppell, Texas	$111K	+$114K	7	0.02%	New
1470	PMFA Plante Moran Financial Advisors Southfield, Michigan	$109K	$0	4	0.01%	Maintained
1471	AP Atwood & Palmer Kansas City, Missouri	$109K	$0	3	0.01%	Maintained
1472	Penserra Capital Management Orinda, California	$108K	-$50.9K	3	0%	Reduced
1473	RWM Raffa Wealth Management Washington, District of Columbia	$108K	$0	5	0.03%	Maintained
1474	Livforsakringsbolaget Skandia Stockholm, Sweden	$107K	$0	3	0.01%	Maintained
1475	TF Tompkins Financial Ithaca, New York	$107K	-$19.3K	5	0.01%	Reduced