← 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
1476	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$155K	-$155K	1	0.06%	Reduced
1477	TF Tompkins Financial Ithaca, New York	$153K	+$896	5	0.02%	Increased
1478	SC Schubert & Co Mckinney, Texas	$151K	+$1.14K	14	0.14%	Increased
1479	RIA Regal Investment Advisors Kentwood, Michigan	$150K	+$50.3K	1	0.01%	Increased
1480	AIP Ahrens Investment Partners Lafayette, Louisiana	$149K	+$147K	3	0.07%	New
1481	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$148K	-$6.03K	2	0%	Reduced
1482	Close Asset Management London, United Kingdom	$147K	-$6.95K	1	0.01%	Reduced
1483	QL Quarry LP New York	$146K	-$104K	6	0.03%	Reduced
1484	ACA Atlas Capital Advisors Jackson, Wyoming	$145K	+$23.4K	4	0.02%	Increased
1485	HFM Hartford Financial Management Hartford, Connecticut	$141K	$0	3	0.04%	Maintained
1486	SSG Summit Securities Group New York	$138K	-$737K	4	0.01%	Reduced
1487	MAM Marquette Asset Management Minneapolis, Minnesota	$138K	$0	1	0.04%	Maintained
1488	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$134K	$0	2	0%	Maintained
1489	MCF Advisors Covington, Kentucky	$133K	+$14K	6	0.01%	Increased
1490	WSCM Wellington Shields Capital Management New York	$132K	$0	2	0.02%	Maintained
1491	Geneos Wealth Management Englewood, Colorado	$129K	-$42.7K	5	0.01%	Reduced
1492	AP Arlington Partners Birmingham, Alabama	$128K	-$44.3K	4	0.02%	Reduced
1493	FCA Fortis Capital Advisors Prairie Village, Kansas	$128K	+$9.29K	3	0.07%	Increased
1494	HHGC Hunting Hill Global Capital New York	$128K	+$128K	1	0.1%	New
1495	Jones Financial Companies Des Peres, Missouri	$128K	+$18.4K	2	0%	Increased
1496	TFA Transamerica Financial Advisors St. Petersburg, Florida	$127K	+$8.65K	2	0.02%	Increased
1497	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$126K	+$3.93K	2	0.09%	Increased
1498	CMF Counterpoint Mutual Funds San Diego, California	$123K	+$84.6K	1	0.11%	Increased
1499	GWS Glassman Wealth Services Vienna, Virginia	$123K	+$20.1K	14	0.02%	Increased
1500	HCM Highlander Capital Management Short Hills, New Jersey	$118K	$0	4	0.06%	Maintained