← 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
1501	AGM Alpine Global Management New York	$90K	+$93.4K	1	0.03%	New
1502	ZCM Zebra Capital Management Stamford, Connecticut	$90K	+$85.3K	1	0.31%	New
1503	SRAM Spouting Rock Asset Management Bryn Mawr, Pennsylvania	$88.7K	+$52.7K	1	0.07%	Increased
1504	Salem Investment Counselors Winston Salem, North Carolina	$86.2K	-$32.1K	6	0%	Reduced
1505	NHT New Hampshire Trust Concord, New Hampshire	$85.5K	+$82.8K	3	0.02%	New
1506	NIC Northwest Investment Counselors Lake Oswego, Oregon	$82.2K	-$11.2K	2	0.02%	Reduced
1507	RCW Rheos Capital Works Tokyo, Japan	$80K	-$21M	1	0%	Reduced
1508	MFS McNamara Financial Services Marshfield, Massachusetts	$78.7K	$0	1	0.02%	Maintained
1509	EBA Eagle Bay Advisors New York	$77.2K	-$22.7K	6	0.04%	Reduced
1510	AP Atwood & Palmer Kansas City, Missouri	$76.4K	-$24.6K	3	0.01%	Reduced
1511	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$76K	+$72.6K	4	0.03%	New
1512	PIM Platinum Investment Management Sydney Australia 2000, Australia	$73.2K	+$35.8K	1	0%	Increased
1513	BWA BDO Wealth Advisors Jacksonville, Florida	$72.8K	-$12K	6	0.01%	Reduced
1514	HCA Harbor Capital Advisors Chicago, Illinois	$70.3K	+$26.8K	1	0.07%	Increased
1515	CT Cambridge Trust Cambridge, Massachusetts	$70K	-$6.62K	5	0%	Reduced
1516	RTC Riverview Trust Company Vancouver, Washington	$68K	+$18.5K	5	0.06%	Increased
1517	ZIG Zullo Investment Group Scranton, Pennsylvania	$67.3K	-$92	5	0.04%	Reduced
1518	CMF Counterpoint Mutual Funds San Diego, California	$67K	-$95.5K	1	0.07%	Reduced
1519	CAL Capital Advisors Ltd Shaker Heights, Ohio	$65K	-$12.1K	9	0.01%	Reduced
1520	DSC Duncker Streett & Co St. Louis, Missouri	$65K	$0	3	0.02%	Maintained
1521	WWM Wolff Wiese Magana Carslbad, California	$64.2K	$0	2	0.06%	Maintained
1522	SC Stephens Consulting Flint, Michigan	$64.1K	-$2.08K	4	0.04%	Reduced
1523	FCT First Community Trust Dubuque, Iowa	$64K	$0	3	0.07%	Maintained
1524	SouthState Corp Winter Haven, Florida	$63.4K	+$43K	3	0.01%	Increased
1525	TLCM Twin Lakes Capital Management Redwood Shores, California	$63.1K	+$72	3	0.05%	Increased