← 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
876	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$282K	$0	1	0.2%	Maintained
877	Prospera Financial Services Dallas, Texas	$281K	-$235K	1	0.07%	Reduced
878	RIA Regal Investment Advisors Kentwood, Michigan	$281K	-$66.3K	3	0.07%	Reduced
879	RFA Reilly Financial Advisors La Mesa, California	$278K	+$9.21K	3	0.05%	Increased
880	RIL Rothschild Investment LLC Chicago, Illinois	$277K	$0	1	0.04%	Maintained
881	PCM Prelude Capital Management New York	$275K	-$735K	5	0.04%	Reduced
882	MMG Monetary Management Group St Louis, Missouri	$274K	-$10.8K	3	0.14%	Reduced
883	TTWM TCV Trust & Wealth Management Richmond, Virginia	$269K	-$85K	1	0.05%	Reduced
884	WSC Wellington Shields & Co New York	$266K	-$235K	1	0.2%	Reduced
885	YMRC Yorktown Management & Research Company Forest, Virginia	$265K	$0	1	0.04%	Maintained
886	EFS Essex Financial Services Essex, Connecticut	$264K	-$8.76K	1	0.07%	Reduced
887	IMS Index Management Solutions Philadelphia, Pennsylvania	$264K	+$16.6K	4	0.26%	Increased
888	SSB Sandy Spring Bank Olney, Maryland	$263K	$0	4	0.03%	Maintained
889	Todd Asset Management Louisville, Kentucky	$262K	$0	1	0.01%	Maintained
890	EP Edgestream Partners Princeton, New Jersey	$261K	-$444K	1	0.46%	Reduced
891	WA WFG Advisors Dallas, Texas	$260K	+$8.98K	4	0.08%	Increased
892	AP Advisor Partners Walnut Creek, California	$259K	+$36.5K	1	0.11%	Increased
893	IIM Ironwood Investment Management Boston, Massachusetts	$259K	$0	1	0.1%	Maintained
894	OC Oakworth Capital Birmingham, Alabama	$259K	$0	1	0.14%	Maintained
895	Trillium Asset Management Boston, Massachusetts	$256K	$0	1	0.02%	Maintained
896	Clifford Swan Investment Counsel Pasadena, California	$254K	+$11.5K	1	0.02%	Increased
897	GCIA Gabelli & Co Investment Advisers Rye, New York	$253K	$0	1	0.04%	Maintained
898	Colony Group Boston, Massachusetts	$249K	+$37.6K	1	0.03%	Increased
899	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$247K	+$36.7K	1	0.12%	Increased
900	Davenport & Co Richmond, Virginia	$246K	-$203K	1	0%	Reduced