← 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	GF Gerstein Fisher New York	$351K	+$340K	1	0.05%	New
877	MLIC Mandatum Life Insurance Company Helsinki, Finland	$350K	$0	1	0.05%	Maintained
878	FineMark National Bank & Trust Fort Myers, Florida	$349K	-$5.36K	5	0.04%	Reduced
879	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$348K	-$91.8K	1	0.05%	Reduced
880	FRM Fox Run Management Greenwich, Connecticut	$348K	+$69.3K	1	0.23%	Increased
881	AIM Acrospire Investment Management Chicago, Illinois	$346K	+$327K	7	0.24%	New
882	CL CPWM LLC Seattle, Washington	$345K	-$256K	1	0.08%	Reduced
883	Intact Investment Management Montreal, Quebec, Canada	$344K	$0	1	0.01%	Maintained
884	PHS Pekin Hardy Strauss Chicago, Illinois	$343K	-$168K	1	0.08%	Reduced
885	SCP Sandhill Capital Partners Buffalo, New York	$343K	$0	1	0.11%	Maintained
886	SNT Security National Trust Wheeling, West Virginia	$341K	$0	2	0.13%	Maintained
887	IC Intersect Capital San Ramon, California	$335K	+$314K	1	0.21%	New
888	I IberiaBank Lafayette, Louisiana	$334K	-$375K	1	0.16%	Reduced
889	GVT Genesee Valley Trust Pittsford, New York	$329K	+$316K	1	0.22%	New
890	TFA Transamerica Financial Advisors St. Petersburg, Florida	$325K	+$69.5K	1	0.03%	Increased
891	Prospera Financial Services Dallas, Texas	$322K	+$32.7K	1	0.07%	Increased
892	DI Diligent Investors Redlands, California	$321K	$0	1	0.35%	Maintained
893	LPT Legacy Private Trust Neenah, Wisconsin	$313K	-$74.7K	1	0.05%	Reduced
894	Becker Capital Management Portland, Oregon	$310K	-$1.46K	1	0.01%	Reduced
895	SSB Sandy Spring Bank Olney, Maryland	$310K	-$6.23K	5	0.04%	Reduced
896	TC Trust Company Manhattan, Kansas	$306K	+$186K	3	0.14%	Increased
897	Wealthspire Advisors (Maryland) Potomac, Maryland	$305K	+$109K	7	0.05%	Increased
898	AWA ARS Wealth Advisors St. Petersburg, Florida	$301K	$0	1	0.14%	Maintained
899	FAB First American Bank Dundee, Illinois	$300K	+$280K	1	0.03%	New
900	YMRC Yorktown Management & Research Company Forest, Virginia	$300K	$0	1	0.06%	Maintained