← 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
801	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$486K	-$63.7K	1	0.05%	Reduced
802	IP Isthmus Partners Madison, Wisconsin	$478K	+$19.3K	1	0.16%	Increased
803	WSC Wellington Shields & Co New York	$478K	-$6.34K	2	0.28%	Reduced
804	GMIM General Motors Investment Management New York	$477K	-$236K	1	0.04%	Reduced
805	CC Courier Capital Buffalo, New York	$476K	$0	1	0.09%	Maintained
806	CPA Court Place Advisors Ellicott City, Maryland	$476K	$0	1	0.3%	Maintained
807	ICOA Investment Centers of America Bismarck, North Dakota	$472K	+$5.68K	1	0.07%	Increased
808	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$470K	+$44.1K	1	0.74%	Increased
809	TH Timber Hill Greenwich, Connecticut	$464K	-$1.53M	1	0%	Reduced
810	AW Alpha Windward Westwood, Massachusetts	$459K	+$472K	1	0.3%	New
811	PAM Paradigm Asset Management New York	$459K	-$362K	1	0.05%	Reduced
812	First Citizens Bank & Trust Raleigh, North Carolina	$453K	+$204K	2	0.03%	Increased
813	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$453K	-$1.05M	1	0.04%	Reduced
814	BOH Bank of Hawaii Honolulu, Hawaii	$451K	+$438K	1	0.04%	New
815	WAM Weatherly Asset Management Del Mar, California	$450K	-$4.55K	1	0.18%	Reduced
816	CL CPWM LLC Seattle, Washington	$449K	$0	1	0.13%	Maintained
817	IA Icon Advisers Greenwood Village, Colorado	$449K	$0	1	0.03%	Maintained
818	CS Credential Securities Vancouver,	$443K	+$35.4K	2	0.29%	Increased
819	Quadrature Capital London, United Kingdom	$441K	+$427K	1	0.64%	New
820	GJIC Gamble Jones Investment Counsel Pasadena, California	$439K	-$21.2K	1	0.05%	Reduced
821	People's United Financial Bridgeport, Connecticut	$439K	-$307K	3	0.02%	Reduced
822	R RQSI Nassau, Bahamas	$439K	-$14.9K	1	0.24%	Reduced
823	One Capital Management Westlake Village, California	$434K	$0	1	0.13%	Maintained
824	HC Hourglass Capital Houston, Texas	$433K	$0	1	0.06%	Maintained
825	HTHT Hemenway Trust Hemenway Trust Salem, New Hampshire	$431K	+$403K	1	0.11%	New