← 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	SFM Signet Financial Management Parsippany, New Jersey	$315K	$0	1	0.06%	Maintained
877	Boothbay Fund Management New York	$313K	-$178K	1	0.14%	Reduced
878	SSB Sandy Spring Bank Olney, Maryland	$308K	+$12K	5	0.04%	Increased
879	DI Diligent Investors Redlands, California	$304K	$0	1	0.34%	Maintained
880	Westwood Holdings Group Dallas, Texas	$300K	$0	1	0%	Maintained
881	LC Lincoln Capital Lincoln, Nebraska	$298K	+$290K	1	0.24%	New
882	Coldstream Capital Management Bellevue, Washington	$295K	+$57.6K	1	0.06%	Increased
883	SCA Stonebridge Capital Advisors St Paul, Minnesota	$295K	$0	1	0.11%	Maintained
884	Becker Capital Management Portland, Oregon	$294K	$0	1	0.01%	Maintained
885	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$291K	+$12.6K	1	0.13%	Increased
886	Choate Investment Advisors Boston, Massachusetts	$289K	+$88.2K	1	0.02%	Increased
887	RIL Rothschild Investment LLC Chicago, Illinois	$289K	+$160	1	0.04%	Increased
888	AWA ARS Wealth Advisors St. Petersburg, Florida	$286K	$0	1	0.15%	Maintained
889	YMRC Yorktown Management & Research Company Forest, Virginia	$285K	$0	1	0.05%	Maintained
890	CAM Cacti Asset Management Atlanta, Georgia	$282K	$0	1	0.03%	Maintained
891	WSC Wellington Shields & Co New York	$277K	$0	1	0.18%	Maintained
892	Homrich & Berg Atlanta, Georgia	$276K	-$32.3K	1	0.03%	Reduced
893	Meiji Yasuda Life Insurance Tokyo, Japan	$274K	+$287K	1	0.04%	New
894	Trillium Asset Management Boston, Massachusetts	$274K	$0	1	0.02%	Maintained
895	Prospera Financial Services Dallas, Texas	$272K	-$20.5K	1	0.06%	Reduced
896	IIM Ironwood Investment Management Boston, Massachusetts	$270K	$0	1	0.11%	Maintained
897	OC Oakworth Capital Birmingham, Alabama	$269K	$0	1	0.11%	Maintained
898	AA Apriem Advisors Irvine, California	$268K	-$25.6K	2	0.1%	Reduced
899	GHA GW Henssler & Associates Kennesaw, Georgia	$266K	-$123K	1	0.03%	Reduced
900	Clifford Swan Investment Counsel Pasadena, California	$264K	$0	1	0.02%	Maintained