← 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
1526	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$84.1K	+$83K	1	0.09%	New
1527	VCM Versant Capital Management Phoenix, Arizona	$81.7K	-$55.4K	12	0.03%	Reduced
1528	PIM Platinum Investment Management Sydney Australia 2000, Australia	$79.2K	$0	1	0%	Maintained
1529	Livforsakringsbolaget Skandia Stockholm, Sweden	$79K	+$19.8K	3	0.01%	Increased
1530	Farther Finance Advisors San Francisco, California	$76.8K	+$11K	11	0.02%	Increased
1531	BWA BDO Wealth Advisors Jacksonville, Florida	$76.7K	+$284	6	0.01%	Increased
1532	LB Legacy Bridge West Des Moines, Iowa	$75.2K	+$74.1K	2	0.05%	Increased
1533	RTC Riverview Trust Company Vancouver, Washington	$72.6K	-$2.44K	5	0.07%	Reduced
1534	DCM DGS Capital Management Jersey City, New Jersey	$71.6K	+$52K	1	0.04%	New
1535	DSC Duncker Streett & Co St. Louis, Missouri	$69.5K	-$851	3	0.02%	Reduced
1536	WBC West Branch Capital Amherst, Massachusetts	$69.3K	+$5.79K	4	0.04%	Increased
1537	Independent Financial Group San Diego, California	$68.9K	+$79.2K	1	0.01%	New
1538	FCT First Community Trust Dubuque, Iowa	$68.6K	$0	3	0.08%	Maintained
1539	IAIM International Assets Investment Management Orlando, Florida	$68.3K	-$1.5M	3	0.01%	Reduced
1540	WWM Wolff Wiese Magana Carslbad, California	$67.5K	-$217	2	0.05%	Reduced
1541	TLCM Twin Lakes Capital Management Redwood Shores, California	$66.8K	+$111	3	0.05%	Increased
1542	OC Oakworth Capital Birmingham, Alabama	$64.7K	$0	4	0.01%	Maintained
1543	BLC Brown, Lisle/Cummings Providence, Rhode Island	$64.4K	+$284	2	0.03%	Increased
1544	MFS McNamara Financial Services Marshfield, Massachusetts	$64.3K	$0	1	0.02%	Maintained
1545	CMP Coston McIsaac & Partners Bar Harbor, Maine	$63K	$0	4	0.02%	Maintained
1546	CT Cambridge Trust Cambridge, Massachusetts	$61.7K	-$15.2K	4	0%	Reduced
1547	BWM BerganKDV Wealth Management Bloomington, Minnesota	$61.5K	+$3.68K	5	0.01%	Increased
1548	Capstone Investment Advisors New York	$61.1K	-$241K	2	0%	Reduced
1549	ZCM Zebra Capital Management Stamford, Connecticut	$60K	-$15.9K	1	0.3%	Reduced
1550	CT Caldwell Trust Venice, Florida	$57.4K	-$6.89K	5	0.01%	Reduced