← 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	AP Atwood & Palmer Kansas City, Missouri	$89.7K	$0	3	0.01%	Maintained
1502	PIM Platinum Investment Management Sydney Australia 2000, Australia	$89K	+$24.5K	1	0%	Increased
1503	VCM Vigilant Capital Management Portland, Maine	$88K	-$4K	1	0.01%	Reduced
1504	DAM Delta Asset Management Memphis, Tennessee	$86.2K	+$42.8K	4	0.01%	Increased
1505	WSCM Wellington Shields Capital Management New York	$85.9K	-$36.1K	2	0.01%	Reduced
1506	Capital Analysts LLC Fort Washington, Pennsylvania	$85K	+$5.84K	3	0%	Increased
1507	Livforsakringsbolaget Skandia Stockholm, Sweden	$84.3K	$0	3	0.01%	Maintained
1508	FCT First Community Trust Dubuque, Iowa	$84K	$0	3	0.09%	Maintained
1509	CIC Canal Insurance Company Greenville, South Carolina	$83K	$0	1	0.02%	Maintained
1510	CJL Cyrus J. Lawrence New York	$83K	+$2.7K	1	0.02%	Increased
1511	NIC Northwest Investment Counselors Lake Oswego, Oregon	$80.5K	-$11.6K	2	0.02%	Reduced
1512	MTIC Missouri Trust & Investment Company Springfield, Missouri	$77K	+$114K	2	0.04%	Increased
1513	CAL Capital Advisors Ltd Shaker Heights, Ohio	$76K	-$15K	9	0.01%	Reduced
1514	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$75.5K	$0	1	0.07%	Maintained
1515	NFSG Newbridge Financial Services Group Boca Raton, Florida	$75.5K	-$22K	5	0.04%	Reduced
1516	DSC Duncker Streett & Co St. Louis, Missouri	$74.6K	$0	3	0.02%	Maintained
1517	WBC West Branch Capital Amherst, Massachusetts	$70.2K	$0	4	0.04%	Maintained
1518	MFS McNamara Financial Services Marshfield, Massachusetts	$68.8K	+$10.4K	1	0.02%	Increased
1519	Jones Financial Companies Des Peres, Missouri	$67.9K	-$50K	2	0%	Reduced
1520	WWM Wolff Wiese Magana Carslbad, California	$67.9K	+$687	3	0.05%	Increased
1521	LB Legacy Bridge West Des Moines, Iowa	$67.5K	$0	2	0.05%	Maintained
1522	TLCM Twin Lakes Capital Management Redwood Shores, California	$67K	+$108	3	0.05%	Increased
1523	Independent Financial Group San Diego, California	$66.6K	+$5.17K	1	0%	Increased
1524	CWP Concord Wealth Partners Abingdon, Virginia	$64.8K	+$40.6K	4	0.01%	Increased
1525	CT Cambridge Trust Cambridge, Massachusetts	$63.7K	+$6.29K	4	0%	Increased